Senior Investment Analyst

Job content

The University of Ottawa—A crossroads of cultures and ideas

The University of Ottawa is home to a dynamic community of over 50,000 students, faculty and staff, who live, work and study in both French and English. Our campus is a crossroad of cultures and ideas, where bold minds come together to inspire game-changing ideas. We believe in the power of representation, and that increasing the diversity of our faculty and staff supports this objective. Our goal is to provide students with the best possible learning experience, in an environment that reflects the diversity of its people, their ideas, and their identities.

We are one of Canada’s top 10 research universities—our professors and researchers explore new approaches to today’s challenges. One of a handful of Canadian universities ranked among the top 200 in the world, we attract exceptional thinkers and welcome diverse perspectives from across the globe. Our employees come together around the shared purpose of constant improvement, personal development, service excellence, teamwork and a passion for learning with a desire to make uOttawa and the world a better place. Everyone’s contributions are valued, we all play a part in making uOttawa a world-class institution. Most importantly, we make it possible for you to achieve your full potential. Because at uOttawa, you belong!

About The UOttawa Pension Fund And Investment Management

The University has three separate investment programs with total assets under management of approximately $4 billion; comprised of the Pension Fund, Long-Term Portfolio and Treasury assets. These programs include investments in a wide range of asset classes such as equities, fixed income, hedge funds, private debt, real estate and infrastructure.

Position Purpose

This position reports to the Director, Investments. This is an excellent opportunity for an experienced investment professional to leverage your institutional investment management and strategic skills in a small professional team.

As an important contributor and collaborator to the success of the investment team, the incumbent will assist the Director, Investments and Chief Investment Officer in ensuring the oversight and management of a group of assigned asset classes across public and private markets, including due diligence and monitoring of prospective and existing investment strategies sourced from external investment managers. This includes the conduct of investment analysis, i.e. performance and risk analytics, due diligence and monitoring, as well as the preparation of comprehensive reporting of the University investment portfolios for purposes of sound investment management.

In This Role You Will

• Perform screening and due diligence of investment opportunities sourced from external investment managers.
• Conduct comprehensive reviews of existing investment mandates; assess performance results and risks, and compliance with guidelines, and portfolio objectives.
• Develop and maintain monitoring tools for portfolio analysis (quantitative and qualitative).
• Prepare materials for Investment Committee meetings, including performance and risk updates, commentaries, and manager recommendations.
• Actively lead with the continuing implementation of University of Ottawa’s Responsible Investment strategy with a particular focus on ESG integration and monitoring, and climate change analysis.
• Assist with accounting, finance or administrative functions when needed.
  

What You Will Bring

• Undergraduate degree in Commerce or Business Administration or a related discipline.
• Minimum of five years of progressively more responsible relevant or equivalent investment experience.
• A professional designation in a relevant investment industry discipline, i.e. CFA.
• Sound knowledge of investment, performance and risk analysis, including ESG integration.
• Demonstrated analytical and problem-solving capabilities, with the ability to assess investment strategies.
• Advanced knowledge of Microsoft Excel, and proficiency with investment analytic software packages such as Bloomberg.
• Excellent critical thinking skills and ability to apply good judgement.
• Excellent communication and interpersonal skills; ability to work collaboratively in a small, informal team setting or independently with solid prioritization and organizational skills.
  

Please note that candidates who do not meet all of the above qualifications but possess high potential can possibly be considered for an under-fill or related role.

Key Competencies At UOttawa

Here are the required competencies for all of our employees at uOttawa:

Planning: Organize in time a series of actions or events in order to realise an objective or a project. Plan and organize own work and priorities in regular daily activities.

Initiative: Demonstrate creativity and initiative to suggest improvements and encourage positive results. Is proactive and self-starting. Show availability and willingness to go above and beyond whenever it is possible.

Client Service Orientation: Help or serve others to meet their needs. This implies anticipating and identifying the needs of internal and external clients and finding solutions on how to meet them.

Teamwork and Cooperation: Cooperate and work well with other members of the team to reach common goal(s). Accept and give constructive feedback. Able to adjust own behaviour to reach the goals of the team.

The University of Ottawa embraces diversity and inclusion in the workplace. We are passionate about our people and committed to employment equity. We are at our best when everyone has a seat at the table, and when we are made to feel like we belong. We foster a culture of respect, teamwork and inclusion, where collaboration, innovation, and creativity fuel our quest for research and teaching excellence. While all qualified persons are invited to apply, we welcome applications from Indigenous persons, racialized persons, persons with disabilities, women and LGBTQIA2S+ persons. The University is committed to creating and maintaining an accessible, barrier-free work environment. The University is also committed to working with applicants with disabilities requesting accommodation during the recruitment, assessment and selection processes. Applicants with disabilities may contact hrtalentmanagement@uottawa.ca to communicate the accommodation need. All qualified candidates are encouraged to apply; however, Canadians and permanent residents will be given priority.

Note: if this is a union position: The hiring process will be governed by the current collective agreement related to the union affiliation noted above; you can click here to find out more.