The Opportunity
The Senior Analyst, Global Trade Management provides support to Finance Operations teams, including Investments, Performance & Risk Analytics, and Compliance.
The successful candidate will possess a strong understanding of Finance Operations processes and a high level of knowledge of fixed income and equity products. In this role, you will be at the center of OTPP's public markets activity, ensuring the accurate capture, confirmation, and settlement of trades across global markets while maintaining strong operational controls and mitigating risk.
You will support day-to-day trade lifecycle activities, investigate and resolve trade, system, and data-related issues, and contribute to the ongoing enhancement of straight-through processing and order management platforms. The role also provides opportunities to review the work of peers, collaborate with internal and external stakeholders, and contribute to broader team and departmental initiative
The Senior Analyst reports to the Manager, Global Trade Management. They will collaborate with Technology and Investment teams, as well as external clients, service providers, consultants, and vendors, to support both business-as-usual activities and project initiatives that meet the Plan's evolving requirements.
What you'll do
Team Coordination and Troubleshooting:
Review daily work, set priorities, and coordinate tasks to meet deadlines.
Provide guidance and review the team’s work to ensure accuracy and adherence to control standards.
Resolve problems, communicate issues to impacted stakeholders, and recommend procedural changes.
Assist the team with complex issues and training.
Back up team members during absences.
Daily Operations:
Coordinate with multiple internal and external stakeholders to ensure all critical aspects of the trade lifecycle are completed, including pre-trade analysis, trade capture, confirmation, and settlement of cash and derivative products.
Participate in production support for various processes and systems.
Identify, analyze, and resolve issues.
Demonstrate “Expert User” status in understanding departmental processes and systems, sharing knowledge with team members.
Verification and Control:
Ensure internal control standards are met.
Check and reconcile information for accuracy, resolving discrepancies.
Review files and information prepared by others.
Maintain up-to-date documentation.
Report Production:
Generate standard reports.
Design and deliver non-standard reports based on requests.
Project Leadership:
Plan and execute projects under the Manager’s guidance.
Coordinate project tasks with internal and external stakeholders.
Liaise with IT, Investments, and other teams on system-related projects.
Assist with activities related to system upgrades, new releases, and bug fixes.
Process Improvement:
Identify and implement efficiency improvements.
Assist in the development and implementation of new processes and systems.
Collaborate on recommendations for process changes and improvements.
Own components of change management or process improvements.
Develop and implement test plans.
Research, identify, and document new markets, products, processes, or systems.
Recommend and implement procedural changes.
Client Services:
Provide information and services to internal and external clients.
Respond to inquiries and requests professionally and timely.
Collaborate with Technology, Investments, service providers, consultants, and vendors in delivering solutions.
Manage relationships with suppliers to ensure high-quality service.
Request and provide information as needed to established suppliers (e.g. Custodian, Counterparties, Systems providers, etc.).
Represent the organization professionally.
Additional Responsibilities:
Investigate system handling of products, including testing problems and new systems.
Analyze and implement new processes and systems.
Maximize the use of technology in all work processes.
Provide constructive ideas related to the Board’s operations.
Document complex aspects of products, processes, and systems.
Maintain personal awareness and current knowledge of issues affecting the Board’s operations.
Represent OTPP in a professional manner.
Train team members as required.
Back up team members during absences.
Perform other duties as requested.
Relevant university degree (such as Business, Economics, Actuarial Science, Mathematics, Computer Science) or equivalent relevant experience with Investment Finance processes
2+ years of experience in Investment Operations, trade support, or middle‑office functions
Strong understanding of the trade lifecycle for cash and derivative products; exposure to clearing and settlement processes is an asset.
Experience with global confirmation platforms (e.g., CTM, GTSS, MarkitWire, ICE, Traiana) is an asset.
Experience with SimCorp or similar investment book‑of‑record systems is an asset.
Experience with Charles River or similar order management systems is an asset.Requires an individual with in-depth experience in Investment Finance processes (2 years or more)
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
Must be able to effectively deal with internal clients and suppliers
Ability to work with minimum supervision
What we’re offering
This position is eligible for base salary and annual incentive based on individual and enterprise performance. Base Salary starting at $89,500 with future opportunity of up to $101,900.Numerous opportunities for professional growth and development
Comprehensive employer paid benefits coverage
Retirement income through a defined benefit pension plan
The opportunity to invest back into the fund through our Deferred Incentive Program
A flexible work environment combining in office collaboration and remote working
Competitive time off
Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year
Employee discount programs including Edvantage and Perkopolis
At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.
How to apply
Are you ready to pursue new challenges and take your career to the next level? Apply today! You may be invited to complete a pre-recorded digital interview as part of your application.
Accommodations are available upon request ([email protected]) for candidates with a disability taking part in the recruitment process and once hired.
Candidates must be legally entitled to work in the country where this role is located.
Ontario Teachers’ may use AI-based tools to assist in screening and assessing applicants for this position. These tools may help us identify candidates whose skills and experience align with Ontario Teachers’ objectives by analyzing information provided in resumes and applications. Our use of AI does not replace human decision-making.
To learn more about how Teachers’ uses AI with your personal information, please visit our Privacy Centre.
Functional Areas:
FinanceVacancy:
Current
Requisition ID:
#LI-RM1
Skills Required
- Relevant university degree in Business, Economics, Actuarial Science, Mathematics, Computer Science, or equivalent relevant investment finance experience
- At least 2 years of experience in investment operations, trade support, middle-office functions, or investment finance processes
- Strong understanding of the trade lifecycle for cash and derivative products
- Excellent analytical and problem-solving skills
- Strong quantitative and computer skills, including Microsoft Excel, Microsoft Access, and database concepts
- Knowledge of accounting and reconciliation processes
- Ability to meet deadlines, adapt to change, and maintain high productivity
- Extremely detail-oriented, organized, and thorough
- Strong interpersonal and communication skills
- Ability to work effectively with internal and external clients and suppliers
- Ability to work with minimal supervision
- Experience with global confirmation platforms such as CTM, GTSS, MarkitWire, ICE, or Traiana
- Experience with SimCorp or similar investment book-of-record systems
- Experience with Charles River or similar order management systems
- Exposure to clearing and settlement processes
- Enrollment in the CFA program
What We Do
Ontario Teachers' Pension Plan (OTPP) is a provider of single-profession pension plans. Its primary activities involve managing pensions and investing plan assets on behalf of both working and retired teachers. The organization maintains a diverse investment portfolio across various asset classes, including equities, infrastructure, natural resources, capital markets, and real estate, with a global presence and a commitment to innovation and growth.
