The opportunity
Portfolio Operations – Public Securities (POPS) is responsible for managing the post-settlement lifecycle and investment related data for publicly traded securities. The Senior Associate supports the team in their day-to-day activities, delivery of projects / initiatives and the ongoing transformation of our processes.
Who you’ll work with
The Sr Associate, Portfolio Operations rolls up under the Public Securities Operations team, within the Finance Operations department and the broader Finance Division. Finance Operations is comprised of Global Markets & Data Operations, Private Asset Operations and Public Securities Operations.

What you’ll do

• Responsible for accuracy and reasonability of downstream data used in portfolio management, accounting, performance, risk and compliance of publicly traded securities.
• Oversee that the daily operations are delivered in accordance with key financial controls and key operating controls and support team on resolving complex issues impacting portfolio P&L, positioning, risk reporting or financial reporting
• In partnership with stakeholders develop, maintain, and implement process changes that deliver greater value to our stakeholders and the organization.
• Support the execution of key projects by researching requirements, analyzing alternative solutions, while assessing impacts to operational risks and processes, to provide recommended course of action.
• Ensure operational implications of new strategies and improvements in execution impacting systems and reporting are appropriately addressed.
• Measure and lead key relationships with Portfolio Managers, Risk, Tax, Legal, Financial Reporting, Prime Brokers/Custodians, FCMs, Counterparties, External Managers and vendors through the use of key performance indicators and metrics.
• Ensure adequate and timely responses to inquiries from partners.

What you’ll need

• Relevant university degree
• Professional designation CPA CA, CGA, CMA or CFA preferred
• Significant experience (6-8 years) within Middle Office, Product Control or Investment Operations
• Knowledge of public markets and securities
• Possesses the ability to be a key driver in identifying and implementing change
• Excellent interpersonal skills are required as this position takes care of both internal and external contacts
• Ability to work with Portfolio Managers and other internal partners and balance governance and service role
• Extensive experience facilitating, coordinating, and consulting across teams with a successful track record of delivering initiatives and improvements.
• Experience working with senior leadership in complex structures; ability to facilitate team-based decisions-making processes

LI-PA, #LI-Hybrid

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

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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Functional Areas:
Finance
Requisition ID:
657

• Responsible for accuracy and reasonability of downstream data used in portfolio management, accounting, performance, risk and compliance of publicly traded securities.
• Oversee that the daily operations are delivered in accordance with key financial controls and key operating controls and support team on resolving complex issues impacting portfolio P&L, positioning, risk reporting or financial reporting
• In partnership with stakeholders develop, maintain, and implement process changes that deliver greater value to our stakeholders and the organization.
• Support the execution of key projects by researching requirements, analyzing alternative solutions, while assessing impacts to operational risks and processes, to provide recommended course of action.
• Ensure operational implications of new strategies and improvements in execution impacting systems and reporting are appropriately addressed.
• Measure and lead key relationships with Portfolio Managers, Risk, Tax, Legal, Financial Reporting, Prime Brokers/Custodians, FCMs, Counterparties, External Managers and vendors through the use of key performance indicators and metrics.
• Ensure adequate and timely responses to inquiries from partners