Description:
This role reports to the Manager, Collateral & Liquidity Operations
What you'll do
- Co-ordinates, troubleshoots and reviews work of the team.
- Reviews daily work and sets work priorities.
- Co-ordinates work of the team as required to meet deadlines.
- Provides guidance and reviews the team’s work to ensure accuracy and control standards are being met
- Responds to and resolve problems and provide recommendations as to future procedural changes.
- Provides assistance to the team on complex issues.
- Carries out daily work within the Investment Finance “units”:
- Determines critical priorities for the day
- Completes critical priorities for the day
- Identifies and analyses issues and problems
- Determines and carries out appropriate solutions for issues and problems
- Act as first point of escalation to manage issues
- Works with team members to ensure all critical priorities for the team are completed in the day
- Verifies information and upholds controls
- Checks and reconciles information to ensure accuracy
- Applies controls, checks and balances
- Follows up on discrepancies and resolves discrepancies
- Reviews files and information prepared by others
- Produces reports
- Generates standard reports
- Analyses requests for non-standard reports and designs/delivers reports
- Acts as lead on projects for the department under the guidance of the Financial Analyst
- Plans project and identifies needs.
- Carries out project tasks and/or co-ordinates the project work of team members
- Liaises with IT Investments as needed on systems related projects
- Documents processes.
- Identifies and carries out improvements for the unit
- Actively identifies efficiency improvements
- Investigates and implements improvements
- Assists the Financial Analyst in researching, identifying and documenting the characteristics and attributes of new products, programs or processes.
- Identifies procedural/process changes and requirements
- Provides recommendations for procedures and processes
- Develops and implements tests plans
- Documents processes
- Services internal clients
- Build relationships with internal stakeholders
- Provides information and services to internal clients
- Responds to inquiries and requests from internal clients
- Deals with internal clients in a professional and timely manner
- Deals with internal and external suppliers
- Manages the relationship to ensure a high quality of service is delivered by suppliers.
- Provides information and requests information as needed to established suppliers (eg. Custodian, Counter-parties, Systems providers, etc.)
- Represents OTPP in a professional manner
- Other
- Co-ordinates and reviews completeness and quality of the training of team members.
- Investigates system handling of products including testing of problems and testing of new systems
- Analyses and implements new processes and systems
- Maximizes the use of technology in all work processes
- Provides constructive ideas relative to the Board's Investment Operations Groups
- Documents (including complex aspects of products, processes and systems)
- Maintains personal awareness and current knowledge of issues affecting the Board's operations
- Represents OTPP in a professional manner
- Trains team members as required
- Backs up Financial Analysts during absences.
- Backs up team members during absences
- Other duties as requested
What You'll Need
- Relevant university degree (such as Business, Economics, Actuarial Science, Mathematics, Computer Science) or equivalent relevant experience with Investment Finance processes
- Requires an individual with extensive experience in Investment Operations processes (5 years or more)
- Good priority setting and time management skills in order co-ordinate the work of others to meet deadlines and quality standards.
- Solid skills in training others on complex processes.
- 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 and Access), 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
- Good 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 program an asset