Managing Director, Total Portfolio Integration & Transformation

Managing Director, Total Portfolio Integration & Transformation

Department: Investments

Type: Full-Time - Permanent

Location: Toronto (Hybrid)

Posting Date: June 19, 2026

At OPTrust, paying pensions today, preserving pensions for tomorrow is our mission and business.

When you choose OPTrust, you join a team of smart, talented people who fuel our success and have a passion for pensions. Everyone at OPTrust – in Toronto, London and Sydney – makes a meaningful impact. Our culture is driven by team members with different backgrounds and perspectives creating an inclusive and fulfilling place to work for everyone. We work in a fast-paced environment, but we find time to have fun and give back to the community.

What OPTrust offers you

• Unique culture rooted in our core values – collaboration and teamwork, integrity, respect, flexibility, excellence and continuous improvement.

• A purpose-driven environment where we all work towards the common goal of paying pensions today and preserving pensions for tomorrow.

• Comprehensive benefits focused on your health and wellness, including dental, vision and extended health benefits, as well as membership in our world-class defined benefit pension plan.

• A flexible, hybrid work model.

• A dedicated inclusion, diversity and equity strategy with meaningful opportunities to participate, including our employee-led resource groups.

• Extensive professional development opportunities and learning initiatives including access to LinkedIn Learning, guest speakers, tuition reimbursement, professional association memberships, leadership development programs, a mentorship program, monthly professional development time and more.

• A competitive vacation package with additional work-life balance days.

About the role

The Managing Director, Total Portfolio Integration & Transformation will be reporting directly to the Chief Investment Officer and be a valued contributor to the Investment Strategy & Planning Committee. The role is expected to contribute significantly to investment decision making as well as advancing OPTrust’s “One Team - One Fund” operating model and culture.

This role is designed to bring strategic clarity, cross-functional coordination, and disciplined execution to the evolution of OPTrust’s investment capabilities.  Important to this mandate is leading the management of the CIO’s Strategic Innovation Portfolio, aimed at accelerating internal capability development and identifying areas within the Total Portfolio that are at risk of disruption. By integrating technology, innovation, and advanced analytics with investment strategy, macro insights, and risk factor analysis, the role provides a unified leadership position that serves as a critical enabler for informed, Total Portfolio decision-making.

The success of this role will require the ability to work effectively across the three investment teams within OPTrust: Liquid Assets, Illiquid Assets and the Office of Chief Investment Officer as well as with functional partners such as ITOS, Finance and Investment Risk.

What you’ll do

Portfolio Modernization Strategy and Vision

• Working with the CIO and functional partner leaders, define and communicate a clear, multi-year vision for modernizing OPTrust's investment platform, establishing target outcomes, guiding principles, and required capabilities across portfolio risk, research, analytics, and decision support

• Translate the CIO's strategic priorities for Total Portfolio management into an actionable roadmap with clear sequencing and traceability to measurable business outcomes supported by modernization efforts that are coherent and compounding rather than a collection of disconnected initiatives

• Drive a deliberate, phased approach to modernization, starting with targeted, constrained pilots focused on removing low-value work from investment teams so they can focus on higher-value portfolio management activities

Manage the CIO’s Strategic Innovation Portfolio

• Build and manage a small portfolio of strategic relationships with external partners, including: leading asset managers and financial services firms, technology leaders and peer institutions with the strategic benefits of accelerating internal capability development and access to leading practices

• Manage the assets to meet portfolio objectives

• Represent OPTrust in innovation and portfolio modernization forums, strengthening OPTrust's external profile as a forward-thinking institutional investor

• Identify areas within the Total Portfolio that are ripe for disruption and could benefit from innovation

• Foster a culture of disciplined innovation, continuous learning, and intellectual rigor

• Develop future leaders who can bridge the gap between investment expertise, technology capability, and operational excellence

• Managing an Investment professional

Portfolio Risk and Analytics Framework Enhancement

• Lead the development of an integrated framework for portfolio risk identification, measurement, and reporting that enhances the CIO's ability to make informed decisions on Total Portfolio risk and risk factor allocation

• Ensure efforts strengthen rather than disrupt existing risk processes, with a focus on data integrity, robust controls, and auditability

• Define data requirements, ownership, stewardship, and quality standards for the portfolio analytics and risk insights platform

Research and Investment Process Modernization

• Serve as the initial beachhead for modernization by working with investment teams to help transform how they use technology and data to conduct research, access information, and synthesize insights

• Identify and deploy capabilities that enhance the quality and depth of investment research across asset classes, enabling portfolio managers and analysts to focus on higher-value analytical and judgment-intensive work

• Focus on implementation where technology supports and enhances human decision-making

• Establish clear decision frameworks for assessing emerging technologies and capabilities, ensuring adoption is responsible, secure, and value-driven

• AI and advanced analytics are key enablers of this mandate, deployed in a controlled manner with appropriate governance and oversight

Cross-Functional Coordination

• Operate as senior connective tissue across functional departments at OPTrust while mobilizing different teams toward a shared “One Team - One Fund” vision

• Partner with technology and data leadership to translate business requirements into an integrated delivery plan with agreed dependencies and resourcing

• Perform other duties as assigned

What you bring

• Bachelor's or Master's degree in a quantitative field such as Finance, Economics, Computer Science, Engineering, or a related field

• 15+ years of progressive experience in investment management, portfolio strategy, or adjacent domains, including experience in both public and private markets

• Senior leadership experience (MD, VP, or equivalent) leading investment platform modernization or operating model transformation within a complex institutional investment organization

• Deep understanding of portfolio construction, risk management, and investment workflows across liquid and illiquid asset classes, with credibility to engage senior investment professionals as a peer

• Demonstrated ability to translate strategic investment priorities into clear, executable roadmaps, balancing innovation, scalability, risk, and cost

• Proven effectiveness in matrixed, influence-driven settings, including resolving enterprise-level prioritization decisions without direct line authority

• Strong understanding of how emerging technologies, including AI and advanced analytics, can be applied to enhance investment decision making, with the judgment to distinguish high-value applications from hype

• Experience leading enterprise change in complex professional environments where adoption depends on credibility, governance, and operating model design rather than directive authority

• Exemplify OPTrust’s values: collaboration and teamwork, integrity, respect, flexibility, excellence, and continuous improvement

This posting is for an existing vacancy.

Please submit your application via Workday by July 29, 2026.

Serving a membership as diverse as ours and investing in a global market means cultivating an environment that embraces inclusion, diversity, and equity in everything we do. OPTrust is an organization engaged in building on our unique and diverse strengths. We know a diversity of backgrounds, cultures, gender identities and perspectives are critical to achieving our shared goals.

If you require accommodation at any time during the recruitment process, please send a message to, or discuss your needs with the Talent Acquisition Consultant during the telephone screening. We will do our best to work with you and provide appropriate accommodation.

As an organization we’re seeking ways to respond to the Truth and Reconciliation Commission of Canada’s Call to Action 92. We are working with the Canadian Council for Indigenous Business to build bridges with Indigenous communities and partners, and we have created an employee-led Reconciliation Working Group that will work with Indigenous experts to identify a path to reconciliation for our organization.

We thank all interested applicants, however only those under consideration will be contacted.

Serving a membership as diverse as ours and investing in a global market means cultivating an environment that embraces inclusion, diversity, and equity in everything we do. OPTrust is an organization engaged in building on our unique and diverse strengths. We know a diversity of backgrounds, cultures, gender identities and perspectives are critical to achieving our shared goals.

If you require accommodation at any time during the recruitment process, please send a message to [email protected], or discuss your needs with the Talent Acquisition Consultant during the telephone screening. We will do our best to work with you and provide appropriate accommodation.

As an organization we’re seeking ways to respond to the Truth and Reconciliation Commission of Canada’s Call to Action 92. We are working with the Canadian Council for Indigenous Business to build bridges with Indigenous communities and partners, and we have created an employee-led Reconciliation Working Group that will work with Indigenous experts to identify a path to reconciliation for our organization.

We thank all interested applicants, however only those under consideration will be contacted.