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    Senior Investment Analyst, Pension Fund and Investments - Ottawa, Canada - University of Ottawa

    University of Ottawa
    University of Ottawa Ottawa, Canada

    Found in: Talent CA C2 - 22 hours ago

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    Full time
    Description

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    Job Type:

    Employee

    Duration in Months (for fixed-term jobs):

    N/A

    Job Family:

    Pension Fund and Investments

    # of Open Positions:

    1

    Faculty/Service - Department:

    Investments

    Campus:

    170 Waller

    Union Affiliation:

    N/A

    Date Posted:

    April 12, 2024

    Closing Date:

    May 06, 2024

    Note : Applications will be accepted until 11:59 PM on the day prior to the Posting End Date above

    Hours per week:

    35

    Salary Grade:

    Non-Union Grade NM2

    Salary Range:

    $105, $128,666.00

    Position Purpose
    Reporting to the Business Manager, the incumbent ensures the oversight and management of the University's treasury functions, including banking, cash management, and liquidity functions for the University's operating and investment portfolios.

    The incumbent also ensures the oversight and management of investment performance and risk analytics for the University investment portfolios through the development and implementation of relevant monitoring and reporting tools; these tools are designed to meet the requirements of performance measurement and portfolio risk objectives as well as responsible investment sustainability objectives.

    In this role, you will:

  • Develop, implement, and maintain an effective cash flow forecasting model to ensure financial obligations are met. Keep abreast of cash requirements for major investment transactions such as contributions, dispositions, portfolio transitions, and portfolio rebalancing; also consult with Financial Resources to remain aware of cash requirements from the University's perspective. Oversee the execution of transaction requirements for private market investments (such as capital calls/distributions) and other investment transactions. Prepare liquidity, investment income, and other projections and forecasts whenever required.
  • Develop and implement the monitoring and reporting tools required to holistically manage the performance of investments and the responsible investment approach; in the process, also ensure that all portfolios are managed in a sustainable fashion in accordance with the University's established guidelines. Maintain a strong and collaborative working relationship with the University's custodian.
  • Manage foreign currency exposure to minimize foreign currency risk, including tracking exposure for the portfolios and conducting analyses to establish the foreign currency hedging requirements to comply with policies.
  • Provide high-quality analytical support for a wide range of functions in the management of the University's investment programs to ensure accurate information that will facilitate the investment decision-making process. This includes quantitative analysis of data and preparation of various charts, schedules, and other information for reports to management and/or various committees as required.

    • What you will bring:

  • An undergraduate degree in Commerce or Business Administration or a related discipline.
  • A professional designation in a relevant investment industry discipline, i.e. CFA and/or CPA, is required, or demonstrated knowledge and experience at such a level.
  • Sound knowledge of investment sustainability, performance and risk analysis, including ESG integration, developed by five to seven years of progressively more responsible relevant or equivalent investment experience and completion of professional industry accreditation programs.
  • Expertise in relevant investment industry disciplines and best practices normally acquired through experience with financial research and modeling in an institutional investment organization or similar environment.
  • Experience in interpreting and applying complex policies and procedures.
  • Experience and expertise with computer applications and proficiency with complex Excel spreadsheets is an essential skill. Experience with Power BI would be considered an asset.
  • Ability to apply good judgement and show initiative by working independently and creatively to solve problems and conduct analysis supported by facts.
  • Excellent interpersonal skills and ability to deal effectively with colleagues at different levels of the organization and a broad spectrum of external contacts.
  • Bilingualism (English and French) both spoken and written is strongly preferred.

    • #LI-Hybrid

    Prior to May 1, 2022, the University required all students, faculty, staff, and visitors (including contractors) to be fully vaccinated against Covid-19 as defined in Policy 129 – Covid-19 Vaccination. This policy was suspended effective May 1, 2022 but may be reinstated at any point in the future depending on public health guidelines and the recommendations of experts.

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