Position Description
The opportunity
*This is a 24-month contract role staring September 2023*
Are you graduating soon and looking for an opportunity to grow your experience & further accelerate your career? Are you interested in working for a reputable global organization with a highly collaborative culture in financial services?
Then you will want to learn more about the Investment Analyst position in our new Graduate program at Ontario Teachers’ Pension Plan! This program has been designed for students who are in their final year of study and graduating no later than Spring 2023.
Our Graduate program provides students fresh out of university with:
- Access to a robust training program as part of your onboarding
- Exclusive New Grad Events
- Webinars with opportunities to hear from our executive team
- Paid vacation days
- Competitive salary and incentives
- Corporate discounts through our Edvantage program & Perkopolis
- Access to hundreds of online learning courses through Degreed
The Total Fund Management (TFM) department, part of the Investments division, is responsible for setting the investment plan for the total fund which involves portfolio construction of the asset mix, setting of the active risk budgets, and managing the balance sheet.
Portfolio Strategy, a subgroup within TFM, is responsible for various functions including strategic asset allocation, tactical tilts, and integration of private investment activities with the total fund mandate. The Portfolio Strategy group will gain insights into the fund’s risk and return characteristics and also work within Investments to innovate and explore new investment opportunities from a strategic perspective.
Who you'll work with
In a diverse team, you will work closely with other members of TFM in order to conduct research that supports the investment activities of the total fund.
Within Portfolio Strategy, you will join a team of twelve and be reporting to the Director, Strategic Asset Allocation.
What you'll do
As an Investment Analyst, you will play an important supporting role in helping make total fund investment recommendations to the CIO and the Total Fund Investment Committee based on meticulous research and analysis. A keen interest in financial markets and staying current with the market are crucial in this role in addition to the required technical skills.
- Assist with daily portfolio management and monitoring of the total fund
- Proactively anticipate requests and take initiative to get work done
- Navigate and make use of internal resources
- Collaborate on projects with colleagues throughout the organization
- Operate within risk limits, portfolio policies, and Teachers’ policies
- Keep up to date with the market and the risks of the total fund
- Assist with formulating and articulating the fund’s investment strategy
- Help build presentations to communicate investment recommendations to senior management
- Stay abreast of state-of-the-art research in asset allocation, risk management, and portfolio construction
- Develop models related to econometrics, time series analysis, valuation, or optimization
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
- 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'.
Required Skill / Experience
- Undergraduate Degree (preferably graduate) in a Finance field with some quantitative accuracy
- Proficiency in Python, including the ability to maintain existing codebase as well as the ability to build new scripts and applications.
- Proficiency in Excel/VBA
- Completed or working towards CFA designation
- Sophisticated finance and investment knowledge
- Strong communication skills with ability to write and present investment ideas effectively
- Proven understanding of financial instruments (e.g. options, futures, swaps, etc.) and their mechanics
- Prior experience building investment models and conducting quantitative analysis (e.g. advanced statistical methods, econometrics, time series analysis, GARCH, etc.) an asset
- You must be graduating from your program no later than Spring 2023
