Why you’ll love working here:
high-performance, people-focused culture
our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves
learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth
membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security
competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, parental leave top-up, and a health spending account).
optional post-retirement health and dental benefits subsidized at 50%
yoga classes, meditation workshops, nutritional consultations, and wellness seminars
the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers
Job Summary
The Associate, Balance Sheet and Liquidity Management plays a key role within the Investment Management division, supporting the optimization of the Fund’s balance sheet, liquidity, and collateral activities. Working closely with team members, this role combines analytical rigor, market insight, and trading support to execute funding strategies, including Delta One activities, and manage collateral across a complex portfolio.
The Associate will contribute to trade execution, research and analysis, and process improvements while partnering across investment, operations, and technology teams to ensure efficient portfolio management and risk mitigation.
What you will do:
Portfolio & Balance Sheet Management
Support the Fund’s balance sheet and liquidity through analysis and execution of funding strategies.
Contribute to monitoring and managing securities lending, borrowing, and funding activities across equity and fixed income portfolios.
Assist in the execution of trades across stock loan, repo, futures funding, and Delta One strategies.
Participate in the management of short-term liquidity portfolios and funding programs.
Delta One trading activities, including execution and monitoring of equity swaps, futures, and related instruments.
Assist with overseeing exposures, funding costs, and collateral requirements associated with Delta One positions.
Monitor positions, pricing, and market movements to ensure alignment with portfolio objectives and risk guidelines.
Collaborate with team members to identify and implement efficient Delta One strategies to enhance portfolio liquidity and capital efficiency.
Build and maintain analytical tools and models to support investment decision-making, including trading and risk analysis.
Perform ad hoc analysis to identify trends, inefficiencies, and opportunities to enhance portfolio performance.
Ensure timely and accurate processing of trades, settlements, recalls, and corporate actions.
What you bring:
Undergraduate degree in Finance, Commerce, Economics, Mathematics, Computer Science, or a related discipline.
Approximately 3-5 years of relevant experience in Capital Markets, trading, collateral management, or liquidity management.
Trading Delta One products (e.g., equity swaps, futures, index strategies) and funding markets is considered an asset.
Strong analytical and quantitative skills, with the ability to work with large datasets and derive actionable insights.
Proficiency in Excel and familiarity with programming languages such as Python is an asset.
Strong attention to detail, organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
Excellent communication skills and ability to collaborate cross-functionally.
Curiosity, initiative, and a continuous improvement mindset with an interest in trading, technology, and automation.
Enrollment in or completion of a professional designation (e.g., CFA) is an asset.
Demonstrated alignment with HOOPP’s values. (Accountable, Compassionate and Trustworthy).
The expected annual base salary range for this role is: $98,000 - $148,000 CAD
The actual base salary offered to the successful candidate may vary based on multiple factors including, but not limited to, individual's expertise and level of experience applicable to the role they are being offered.
This role is eligible to participate in discretionary incentive plan(s), subject to the terms and conditions of the applicable incentive plan text.
This job posting is for a newly created role.
HOOPP may use artificial intelligence tools to assist in screening, assessing and selecting applicants for this position. These tools support our recruitment process but do not replace human judgment and decision-making.
Skills Required
- Undergraduate degree in Finance, Commerce, Economics, Mathematics, Computer Science, or related discipline.
- Approximately 3-5 years of relevant experience in capital markets, trading, collateral management, or liquidity management.
- Strong analytical and quantitative skills with ability to work with large datasets.
- Excellent communication skills and ability to collaborate cross-functionally.
- Attention to detail, organizational skills, and ability to manage multiple priorities in a fast-paced environment.
- Experience executing or supporting trades, settlements, recalls, and corporate actions.
- Experience trading Delta One products (equity swaps, futures, index strategies) and funding markets.
- Proficiency in Excel.
- Familiarity with programming languages such as Python.
- Enrollment in or completion of a professional designation (e.g., CFA).
- Curiosity, initiative, and continuous improvement mindset with interest in trading, technology, and automation.
- Demonstrated alignment with HOOPP's values (Accountable, Compassionate and Trustworthy).
What We Do
Established in 1960, the Healthcare of Ontario Pension Plan (HOOPP) is a multi-employer defined benefit pension plan for Ontario's hospital and community-based healthcare sector. We serve more than 460,000 members who provide valued healthcare services at more than 670 employers across the province. At HOOPP, we exist to provide a stable and reliable pension for our members that starts in retirement and is paid for life. As one of Canada's largest and most respected pension plans, HOOPP's net assets reached $112.6 billion at the end of 2023 and our funded status remained strong at 115%. HOOPP's core values - professional, accountable, collaborative, compassionate and trustworthy - guide our every interaction with our members, employers and employees. We've become one of Canada's leading pension plans by consistently challenging ourselves and embracing innovation. From our unique investment management approach to our innovative technology and thought-provoking research, we constantly seek to push the boundaries, and we do this by hiring passionate, forward-thinking people. Our high-performance culture, which spans our head office in Toronto and our office in London (UK), is founded on collaboration, respect and belonging. HOOPP is an equal opportunity employer and we're proud of our diversity. We select applicants for employment solely on the basis of their qualifications. Should you require accommodation because of a disability during the recruitment and selection process, please contact our Human Resources team. We will be happy to consult with you so that arrangements can be made for reasonable accommodation
