Analyst, Operational Due Diligence
University Pension Plan Ontario is a pension plan serving over 46,000 members across Ontario's university sector. The Analyst, Operational Due Diligence will assess the operational capabilities and infrastructure of investment partners, conducting risk assessments and engaging with various stakeholders to ensure compliance and quality in investment operations.
Responsibilities
- Schedule ongoing ODD review meetings of existing fund managers including hedge, public market and private fund managers
- Liaise with fund managers with respect to ODD inquiries
- Engage with operational due diligence consultants for new investment reviews and analyze manager assessment reports provided
- Request, collect and review key offering documents, policies, DDQs, audited financial information and investment manager policies
- Attend onsite and virtual operational due diligence review meetings with investment managers and document meetings in a clear and concise manner
- Assist the ODD Director/Manager in identifying and assessing observed deficiencies / areas of concern
- Stay current on industry standards and help to facilitate knowledge transfer within the ODD group and the organization
- Monitor online media articles for positive and adverse news and disseminating to internal stakeholders
- Establish and maintain effective and collegial working relationships with internal stakeholders and external fund managers
- Be willing and able to undertake travel, for onsite ODD visits subject to current COVID-restrictions
Skills
- This is an entry level position, but experience working in the financial industry is welcome
- A working knowledge of financial instruments and alternative investment strategies such as hedge funds, private equity and credit, real estate, and infrastructure, as well as more traditional equity and fixed income strategies
- An undergraduate or advanced degree in business, finance, accounting, economics or a related field
- Excellent communication and relationship building skills
- Strong attention to detail, highly organized and ability to prioritize workload
- Demonstrates initiative and is comfortable managing deadlines
- Ability to work independently or collaboratively within a team, as required
- Willingness to adapt to change and to remain resilient
- Excellent business / report writing and presentation skills
- Good interpersonal and communication skills
- Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook, Teams)
- Familiarity with some of the following is considered an asset - fund operations, fund administration, prime brokerage, audit, legal, compliance and IT
- Candidates working towards CPA, CFA or CAIA designation not required, but an asset
Benefits
- Variable incentive depending on organizational, divisional and personal performance
- Defined benefit pension plan
- Flexible hybrid work model
- Paid time off – vacations, personal days and wellness days
- Work remotely up to eight weeks/year
- Comprehensive group benefits including medical, dental, vision, etc.
- Extended paramedical and mental health service coverage
- Health care and lifestyle spending accounts
- Fertility treatments, paid parental leave, and gender affirmation coverage
- Education Assistance program
Company Overview