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Manager, Investment Finance - Investment Finance

Virtual Req #5
November 4, 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 Manager, Investment Finance to work within our Finance team.
The Manager, Investment Finance is responsible for overseeing the day to day operations of the Investment Finance team. The Investment Finance team is responsible for the investment accounting, investment tax, compliance, valuation and funding of investment transactions of the CAAT Pension Plan (CAAT), among other responsibilities.
Your Undergraduate Degree with a major in Accounting/Finance or equivalent from an accredited institution and a minimum of five (5) years experience in the investment field, including direct experience in Investment Finance or Investment Operations, help to make you an ideal candidate. Additionally, two (2) or more years of management experience is preferred, as well as, the completion of a CPA or equivalent professional accounting designation. 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 manage Investment Finance staff and provide leadership, training and coaching to team members.
  • You will oversee the management of cash capital calls, distributions and transaction accounting relating to private market investments as well as margin calls on derivative instruments.
  • You will oversee the activities of the custodian, escalating issues where appropriate.
  • You will oversee the preparation of reporting on investment results to the Investment Committee and Board of Trustees
  • You will oversee CAAT’s global documentation process to ensure access to foreign capital markets.
  • You will work closely with the Director, Finance in monitoring various aspects of CAAT’s investment tax process, including management of the reporting of multiple legal entities and filings of income tax returns in required jurisdictions.
  • You will build and maintain strong relationships with the investment team and adding value to the investment team through insights and analysis.
  • You will work closely with the Director, Finance in the valuation of CAAT’s private investments.
  • You will support the investment team by assisting the Director, Finance in performing risk-based operational due diligence on existing and proposed investment managers. Work closely with the Director, Finance in evolving the operational due diligence function.
  • You will work closely with auditors in the audit of CAAT’s financial statements
  • You will establish and maintain relationships with counterparts in other major pension plans
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 30th, 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

Other details

  • Pay Type Salary
  • Job Start Date December 30, 2019