The opportunity

The Investment Associate, Risk - Total Fund Insights supports the team by conducting research and analysis to assess investment risk at OTPP. The Fund Risk Insights team helps to bring a broad perspective on investment strategy, macroeconomic and geopolitical considerations to the assessment and independent challenge of investment risk. The team is accountable for forming an integrated and interconnected view of the risks racing the Fund in the context of an evolving investment strategy, and macro and geopolitical environment.

Who you will work with

The Associate will collaborate closely with the Managing Director (MD) and Principal, as well as other teams within the Risk division and key internal partners such as Total Fund Management (TFM) to analyze and assess various investment risks.

What you'll do

• Maintain a fundamental understanding of investment markets, as well as the portfolio management strategies used by TFM, and investment strategies used by portfolio managers across OTPP’s asset classes.

• Work with the MD, TFM and investment departments, and other Risk leaders to understand and analyze the key risks to the annual Investment Plan and its ongoing execution, and to provide an independent perspective of those risks.

• Collaborate with investment teams and functional partners (Risk, Finance, etc) to understand the risk and return characteristics of investments across a wide array of asset classes.

• Conduct research and analysis on a wide array of topics relevant to the Fund (e.g. asset class returns, liquidity, leverage, FX, etc) to understand the risks and exposures of the portfolio, and understand the risks of the market.

• Create professional presentations to communicate key risk insights to senior leaders and the Board.

• Support the development of risk scenarios/stress tests.

What you'll need

• 2-3 years of investing-related experience (could be direct investing, research or investment risk/strategy)

• Undergraduate or graduate degree in business, economics, finance or similar

• CFA/FRM/CA designation is an asset

• Proficiency with large datasets and visualization using business intelligence tools such as PowerBI is an asset

• Coding/programming skills (e.g. Python, VBA, etc) are an asset

• Excellent financial modelling/data manipulation skills in Excel and charting in Excel and PowerPoint

• Experience with financial modelling and/or investment analysis (e.g. related to portfolio construction, assessing risk, etc.).

• Very organized with an ability to balance competing priorities, work independently, manage projects and thrive in a high-performance team environment with fixed deadlines.

• Experience collaborating on projects within and across teams

• Direct investing/buyside analysis/trading/portfolio strategy experience or previous experience in investment risk is a strong asset

• Passion for investing, financial markets, asset allocation and related research

• Strong fundamental research and analysis skills, centered around investing/finance/economics

• Strong knowledge of financial markets and constituent asset classes and instruments

• Strong research and analysis skills (e.g. financial/market/statistical analysis) with a focus on generating actionable insights

• Strong interpersonal skills, able to build relationships with a diverse group of partners across the organization

• Superb work ethic and a high degree of initiative with keen attention to detail

• Effective communication & presentation skills (both verbal and written)

• Ability to quickly grasp new concepts and understand complex issues

• Ability to undertake and support multiple project streams, work under pressure and with time sensitive deadlines, and ensure accurate and value added outcomes for each.

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What we’re offering

• Pay-for-performance environment that offers competitive salary and incentive

• Numerous opportunities for professional growth and development

• Comprehensive employer paid benefits coverage

• Retirement income through a defined benefit pension plan

• The opportunity to invest back into the fund through our Deferred Incentive Program

• A flexible/hybrid work environment combining in office collaboration and remote working

• Competitive time off

• Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year

• Employee discount programs including Edvantage and Perkopolis

• Degreed: a digital platform that helps you quickly and easily discover, share, and track various learning resources — from courses to videos to articles and more

At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.

How to apply

Are you ready to pursue new challenges and take your career to the next level? Apply today! You may be invited to complete a pre-recorded digital interview as part of your application.

Accommodations are available upon request (peopleandculture@otpp.com) for candidates with a disability taking part in the recruitment process and once hired.

Candidates must be legally entitled to work in the country where this role is located.

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