TBD – Base pay plus incentive
The CMPA’s investment portfolio is a key component to the CMPA’s long-term sustainability. The Investments department is responsible for optimizing the return on investment of the CMPA’s Reserve for Claims, within the parameters set out in the Statement of Investment Policies & Goals.
The department’s core activities include asset management and oversight, research and analysis, as well as performance and risk reporting. The department provides strategic guidance and tactical support to senior management and the Investment Committee in the areas of strategic asset allocation, asset-liability modelling, portfolio design and implementation, as well as performance and risk reporting.
Reporting to the Senior Portfolio Manager, Private Assets, the Investment Analyst is primarily responsible for the analysis and reporting functions related to the monitoring of the Private Assets portfolio, as well as conducting research and providing support in new investment activities. The Investment Analyst will work within the Private Assets team demonstrating impeccable technical abilities in gathering and analysing quantitative data, producing research papers and presentations, and collaborating with different groups including the Middle Office, Public Assets, and the Back Office.
The Investment Analyst will act as the primary resource on monitoring the Private Asset portfolio. The incumbent will conduct quantitative analysis and produce attribution reports, in addition to providing support for investment due diligence and market research.
The responsibilities related to this position include the following:
- Responsible for preparing and running the commitment model and the cash flow forecasts based on expected deployments and distributions
- Responsible for the monitoring of existing portfolio investments through conducting the review of all financial statements, preparing quarterly progress summaries, verifying the accuracy of internal valuations, and attending manager meetings
- Prepare portfolio performance and attribution reports for the Private Assets portfolio and become the expert on gathering data and running reports for the Private Assets team
- Participate in Investment Committee-related work through analysis of results, and preparing quantitative analysis for presentations
- Participate in the due diligence of new investment opportunities through attribution analysis, reference checks, market research, and preparation of subscription documents and new investment checklists
- A team player working in a cooperative way, with the ability to question the status quo
- Work with the Back Office on any questions related to the Private Assets portfolio during quarterly valuation and annual audit processes
- Minimum of 3 years’ work in portfolio management and/or financial analytical work
- Four-year Bachelor’s Degree in a specialized field (e.g., B.Comm, B. of Laws, B. Engineering, B. Arts, or B.Sc). The following designations or degrees would be an asset: A degree in Commerce with specialization in Finance or Accounting, Chartered Accountant, Chartered Management Accountant. MBA would be preferred.
- Actively pursuing Chartered Financial Analyst (CFA) with a minimum of Level 1 completed. The incumbent should be willing to complete the Chartered Financial Analyst (CFA) designation.
- Functional knowledge of computer-based analysis and modelling
- Working knowledge of accounting theory and practices
- Understanding of private asset classes and different investment vehicles
- Demonstrated analytical, mathematical and research skills
- Ability to prioritize tasks and meet deadlines both as an individual and working with a team
- Professionalism handling confidential information and in all internal and external interactions
- Ability to investigate, understand and analyse trends and direction of companies’ financial results
- Keen interest in private assets and continuous learning
- Selected candidates may be required to complete a skills assessment.
- Successful candidates will be required to provide proof of academic and professional qualifications.
- We wish to thank all applicants for their interest. However, only those selected for further consideration will be contacted.
- Accessibility in the Workplace: The CMPA is committed to being responsive to the diverse needs of its members, employees, and others, including those with disabilities, by striving to prevent and remove barriers to accessibility. The CMPA will provide support in its recruitment processes to applicants with disabilities, including accommodation that takes into account an applicant's accessibility needs.
Interested applicants are invited to apply with cover letter and résumé by 4:00pm on Wednesday March 28, 2018 quoting posting #18-025 to firstname.lastname@example.org