Investment Analyst, Dynamic Asset Allocation, Total Fund Management
Ontario Teachers' Pension Plan · CA
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About the Role
The Investment Analyst, Dynamic Asset Allocation supports the DAA team in identifying and assessing opportunities to adjust the Fund’s asset mix in response to evolving macroeconomic conditions, market valuations and risk premia. The role conducts cross-asset research and analysis, develops analytical tools and models, and prepares clear insights and materials to support total-fund portfolio decisions.
Responsibilities
- Conducts research on global macroeconomic and financial market developments, assessing implications for asset class returns, valuations, risk premia and total-fund positioning.
- Performs cross-asset portfolio analysis and scenario assessments to support the evaluation of potential asset mix shifts and other total-fund investment strategy initiatives.
- Builds, maintains and enhances analytical, quantitative and econometric models that support market analysis, portfolio allocation and investment decision-making.
- Prepares clear, accurate and decision-oriented presentations, reports and analytical materials for senior investment leaders and investment decision-making forums.
- Maintains and contributes to the team's library of financial and economic data, charts, dashboards and monitoring tools, ensuring information is reliable, current and accessible.
- Synthesizes complex research and quantitative findings into concise insights and communicates the key implications to team members and stakeholders.
- Integrates AI-enabled tools into research, modelling, programming and other daily workflows to improve the quality, efficiency and scalability of analysis, while applying appropriate review and judgement.
- Contributes to cross-functional projects and team initiatives, collaborating effectively with colleagues across Investments to advance total-fund priorities.
Requirements
- Undergraduate degree in a relevant area.
- Solid grounding in, or demonstrated interest in, economics, financial markets, asset allocation, portfolio construction and multi-asset investing.
- Ability to integrate AI tools into daily workflows, including research, modelling and programming, while validating outputs and applying sound judgement.
- Strong written and verbal communication skills, including the ability to translate complex analysis into clear and concise insights.
- Strong quantitative and analytical capabilities, with the ability to work with financial and economic data, build models and draw sound conclusions.
- Proficiency in Microsoft Excel, PowerPoint and Word, with intermediate to advanced capability appropriate to analytical and presentation work.
- At least one year of relevant experience in investment management, financial markets, economic research, quantitative analysis or a related field; relevant internships or co-op experience may be considered.
- Experience conducting research, analysing data and developing or maintaining quantitative models and analytical tools.
- Demonstrated ability to work independently, manage multiple priorities and contribute effectively in a collaborative, team-oriented environment.
- Candidates must be legally entitled to work in the country where this role is located.
Skills
- AI tools integration
- Quantitative analysis
- Financial data analysis
- Economic data analysis
- Model building
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Programming (asset)
- Analytical tools (asset)
Location
- Remote
- In office
Work Type
- Hybrid
- Flexible work environment
Experience Level
- At least one year of relevant experience
Education Level
- Undergraduate degree
- Graduate degree in finance and economics (asset)
- CFA designation (progress or completion is an asset)
Salary/Compensations
- $115,000 in Year 1
- $125,000 in Year 2
Benefits
- Pay-for-performance with base salary and annual incentive
- Numerous opportunities for professional growth and development
- Comprehensive employer paid benefits coverage
- Retirement income through a defined benefit pension plan
- Deferred Incentive Program
- Competitive time off
- Flexible Travel Program (work abroad for up to a month each year)
- Employee discount programs
About the Company
- Ontario Teachers' is committed to diversity as a core strength.
- We strive to ensure our hiring and culture reflect and embrace diversity of thought, background, and experience.
- Our Diversity, Equity and Inclusion strategy and Employee Resource Groups (ERGs) celebrate diversity and foster inclusion.
- We are building an inclusive and equitable workplace where talent is respected, accepted, and empowered.
Equal Opportunity
- Accommodations are available upon request for candidates with a disability taking part in the recruitment process and once hired.
- Ontario Teachers’ may use AI-based tools to assist in screening and assessing applicants for this position.
- Our use of AI does not replace human decision-making.