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Portfolio Manager, Public Markets - Investments

Virtual Req #2
October 23, 2019
Are you passionate about helping people retire with greater financial security? Do you thrive working in a fast-paced environment in a growing organization? Want to work with a dynamic and highly engaged team of talented professionals who are making a difference?

We have an exciting new opportunity for a Portfolio Manager, Public Markets to work within our Investment team.

The Portfolio Manager, Public Markets plays a key role in the management of the public markets investment program at CAAT, including investments in public equities, fixed income, hedge funds, and overlay mandates. The Portfolio Manager, Public Markets will also support and prepare the public markets investment program for expected growth in Plan assets.

We are looking for someone who has:

  • Experience in the search, selection, and monitoring of external investment managers in public markets
  • Strong understanding of diverse areas within capital markets
  • Strong oral and written communication skills, and experience recommending investment ideas to senior management

Your Undergraduate Degree in Finance or equivalent from an accredited institution paired with a professional designation such as MBA, CFA, FSA, FCIA, or CA, along with a minimum of ten (10) years’ experience in an investment setting at a pension fund or investment management firm help to make you an ideal candidate. You must have strong attention to detail. Working collaboratively in a small, informal team setting or independently with solid prioritization and organizational skills are important assets to have.


Once here:

  • You will research and recommend active management strategies with the goal of adding value above policy benchmarks
  • You will lead the search process for new external managers, across various asset classes within public markets
  • You will prepare hiring recommendation reports for new investment manager mandates, and present recommendations to the Director, Chief Investment Officer, and Investment Committee as appropriate
  • You will evaluate investment managers’ performance relative to appropriate benchmarks and provide required information for quarterly reporting
  • You will build strong relationships with external partners
  • You will ensure agreements and mandates are consistent with CAAT investment policy and relevant tax and pension legislation
  • You will assist in the production of exposure, risk and performance reporting packages
  • You will oversee the process of rebalancing assets between managers
  • You will take appropriate steps to remain current on institutional investment trends, strategies, and best practices
What does CAAT offer you and what should you know about us?
  • We received the Innovation Award in Plan Design and Reform at the Pensions & Investments' 2018 World Pension Summit
  • We also received the Pension Performance Award at the Benefits Canada 2018 Workplace Benefits Awards
  • We also received an IABC Gold Quill Award of Excellence for the ROM merger
  • We provide a flexible and friendly work environment, a comprehensive health and dental benefits package, life insurance, and a Goodlife fitness membership
  • We offer support for your career development goals
  • We are conveniently located at the Eaton Center in downtown Toronto with ready access to the subway and PATH systems
If you are interested in this opportunity, please select "Apply Now" and submit a cover letter and resume by November 13th, 2019.

We recruit and select the most qualified candidates, and thank all applicants for their interest. CAAT Pension Plan is an equal opportunity employer that supports abilities and diversity of all kinds. If you require accommodation during the recruiting and selection process, please contact us at hr@caatpension.on.ca

Other details

  • Pay Type Salary
  • Required Education Bachelor’s Degree