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About the Role

We are seeking a Manager, Investment Operations (Public Markets) for our Finance team. The successful incumbent will be responsible for the day-to-day oversight of all investment transactions, accounting and monitoring of CAAT’s public markets portfolio. Help lead the governance and operational control framework supporting CAAT’s public markets portfolio, with a focus on operational efficiency, data integrity, and effective risk management.

Responsibilities

Oversee the day-to-day operational activities of the public markets portfolio including transaction settlements, cash management, operational oversight and end-to-end onboarding of new investments, accounts, and structures.
Oversee the monthly and quarterly reconciliation between custodian records and internal books for all public market investments; investigate, escalate, and resolve breaks within established timelines.
Lead liquidity forecasting and cash management oversight activities, ensuring a clear understanding of funding requirements and collaborating closely with the public markets team and external managers as liquidity needs arise.
Oversee quarter-end reporting for the Board and senior management, including cost reporting and key financial highlights.
Support the preparation and review of the investment sections of the annual financial statements, audit support schedules, and related disclosures.
Partner with the Investment Risk and Performance teams to ensure data integrity and consistency across investment systems and reporting.
Work closely with the public markets investments team, the custodian (CIBC Mellon), external managers, and auditors to maintain a strong and effective control environment for CAAT’s public markets operations.
Oversee CAAT’s global documentation process to ensure access to foreign capital markets.
Develop, document, and maintain policies, procedures, controls and governance documentation for the public markets operations function.
Identify and lead process improvement and automation initiatives to enhance scalability, data integrity, and control effectiveness.
Coach, mentor, and develop junior team members, supporting the broader team culture.

Requirements

A minimum of six (6) to eight (8) years of progressive experience in investment accounting, investment operations, or middle/back-office functions supporting public markets portfolios at a pension plan, institutional asset manager, custodian, or professional services firm.
Proven leader with direct people-management experience, skilled in coaching and mentoring junior staff, developing talent, and motivating teams to drive high-performance results.
Hands-on experience supporting transaction operations for an investment portfolio.
Strong attention to detail and ability to deliver under multiple competing priorities, combined with exceptional problem-solving and sound decision-making practices.
Strong operational risk awareness with the ability to identify issues, recommend solutions, and strengthen internal controls and processes.
Effective written and verbal communication skills with the proven ability to build and foster relationships with key stakeholders.

Skills

Deep understanding of public markets instruments (equities, fixed income, and derivatives) and their accounting and valuation practices, coupled with working knowledge of fund waterfalls, performance fees, and management fee calculations.

Location

Remote

Work Type

Full-time

Experience Level

6-8 years

Education Level

University degree in accounting, finance, or business administration
Professional designation (CPA, CFA, or CAIA) strongly preferred

Salary/Compensations

$125,800 – 157,200

Benefits

Competitive compensation
Exceptional benefits
Opportunities to learn and master skills
Comprehensive & Holistic Care
Total Rewards program
Flexible work arrangements
Comprehensive benefits
Wellness incentives
Defined benefit pension plan
Paid time off
Health and dental benefits

About the Company

At CAAT, we’re passionate about what we do. And it shows! Here, you’ll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow.
We challenge the status quo, making a real impact on the hundreds of employers we serve – from education institutions to major corporations and household brands.
Driven by core values and a shared purpose, we’re fierce champions for better retirement security, known for our can-do culture where everyone plays a role in bringing our vision to life.
At CAAT, we live our values of integrity, impact, and teamwork every day.
We cultivate a culture of collaboration and fun, through an inclusive and energetic environment where CAATsters can work, learn, and grow together.
We embrace growth as a way of life where opportunities for adaptation, innovation, and learning prosper in our dynamic and evolving environment.
Together, we're on a mission to secure a better financial future for Canadians.

Equal Opportunity

Diversity, Equity, Inclusion, and Belonging (DEIB) at CAAT means we respect and value the broadest range of experiences, geographies, gender, ethnicities, backgrounds, and perspectives as key elements of our culture.
Our vision is to provide an environment where employees can bring their best, professional, authentic, selves to work.
CAAT Pension Plan is an equal opportunity employer, and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code.
Hiring processes will be modified to remove barriers to accommodate those with disabilities, if requested.
Should any applicant require accommodation through the application processes, please contact us at hr@caatpension.ca or call Human Resources at 416-673-9000 for assistance.