Analyst, Global Trade Management - 12-month contract

Posted 15 March 2024

Analyst, Global Trade Management - 12-month contract at Ontario Teachers' Pension Plan

Finance Contract Toronto

Experience: Not specified
Education Required: Relevant university degree (such as Accounting, Finance, Economics, Mathematics, Computer Science) or equivalent relevant experience with Investment Finance processes
Salary Range: Not Specified

Close date: 14 April 2024

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Position Description

The Opportunity

Global Trade Management-Derivatives team is looking for great talents to join their team. The successful candidate requires an in-depth background in Finance Operations processes and a high level of knowledge of publicly traded products such as Derivatives. This role supports the direct operation of the unit. It also participates in the production support and change management of various straight through processing and order management systems. From time to time this role could assume review responsibilities of other staff members’ work.

Who you’ll work with

This position reports to the Manager, Global Trade Management - Derivatives. This individual will collaborate with members of Investments and Technology as well as external stakeholders in the delivery of business as usual and projects, to meet the Plan's changing requirements.

What you’ll do

Execute daily work within Finance Operations unit:

  • Complete individual/team’s critical priorities for the day including trade capture, confirmation, and settlement of derivatives products.
  • Participate in the production support of various processes and systems
  • Identify, analyze, respond to and resolve issues and problems
  • Demonstrate "Expert User" status in understanding department’s processes and systems and share knowledge with other team members
  • Provide assistance to the team on complex issues and training
  • Back up team members during absences

Verify information and uphold internal controls:

  • Ensure internal control standards are being met
  • Ensure completeness and accuracy of information
  • Check and reconcile information to ensure accuracy and resolve discrepancies
  • Occasionally review files and information prepared by others
  • Ensure up to date documentation

Key contributor to projects for the unit under the guidance of the Manager:

  • Carry out key tasks of the projects
  • Liaise with other teams (IT, Investments etc) as needed
  • Direct activities and tasks related to system upgrades, new releases, and bug fixes

Contribute to identification and carrying out improvements for the unit, including assisting Manager to research, identify and document new markets, products, processes, or systems:

  • Assist in development/implementation of new processes/systems
  • Collaborate on recommendations for process changes and improvements
  • Direct initiatives to create efficiencies and effective day to day processes
  • Own components of change management or process improvements
  • Develop and implement tests plans

Service internal and external clients:

  • Provide information and services to internal and external clients
  • Respond to inquiries and requests from internal and external clients
  • Participate in development of new requirements or processes requested by clients

Deal with internal and external suppliers:

  • Collaborates with Technology, Investments, service providers, consultants and/or vendors in the delivery of solutions
  • Manage relationships to ensure high quality service by suppliers.
  • Request/provide information as needed to established suppliers
  • Represent OTPP in a professional manner

What we’re offering

  • Competitive compensation
  • Numerous opportunities for professional growth and development
  • A flexible/hybrid work environment combining in office collaboration and remote working
  • 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'.

Required Skill / Experience

  • Relevant university degree (such as Accounting, Finance, Economics, Mathematics, Computer Science) or equivalent relevant experience with Investment Finance processes
  • Requires an individual with in-depth experience in Finance Operations related functions (1 year or more)
  • Strong knowledge of Derivatives products including knowledge of trade life cycle activities is an asset
  • Knowledge of global confirmation matching platforms is an asset
  • Proficient knowledge and experience working with Simcorp Dimension is an asset
  • Excellent analytical skills and the ability to think through problems, assess a variety of
  • factors and recommend a solution
  • Excellent quantitative and computer skills (Excel, VBA, Python, PLSQL, Power BI etc), including an understanding of database concepts
  • Good background skills and knowledge of accounting and reconciliation processes
  • Must be able to work to deadlines, adapt to a rapidly changing environment and sustain high productivity levels
  • Must be extremely detail oriented, organized and thorough
  • Self-starter, confident, innovative, team player
  • Strong interpersonal and communication skills
  • Must be able to effectively deal with internal and external clients and suppliers
  • Ability to work with minimum supervision
  • Enrollment in the CFA, CGA or CMA program an asset


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