Senior Analyst, Public Markets

Join to apply for the Senior Analyst, Active Public Markets role at University Pension Plan Ontario

UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 41,000 members across five universities and fourteen sector organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for growth, our doors are open to all Ontario universities.

Together, we’re a team of progressive thinkers and agile doers operating within a fast‑paced culture of collaboration and respect. We believe in bringing smart and capable people together to create, solve, and grow with a clear shared vision and values of integrity, inclusivity, ingenuity, and impact. Our culture is intentionally welcoming and purposefully rooted in equity, diversity, inclusion, and reconciliation (EDI&R).

We believe diverse teams, perspectives, and lived experiences contribute to better decisions and a better workplace.

As a pension plan, UPP approaches investing through a long‑term lens to generate and safeguard value. Our commitment to investing responsibly accounts for material risks that impact our investment portfolio to generate sufficient risk‑adjusted returns to meet the pension needs of our members.

Join us in building a bright future for our members, our organization, and each other.

This is an exciting opportunity for an exceptional individual to join a team of high performing professionals and make a significant impact.

Reporting to the Director, Equity Strategies Lead, Active Public Markets, the Senior Analyst, Active Public Markets, will build strong trusted relationships and communicate effectively with internal and external stakeholders in support and development of UPP’s Active Public Markets portfolio and strategy, with a particular focus on equity strategies. An inclusive ‘one fund’ mindset will unite the investment team in a shared mission to meet the pension promise, deliver on UPP’s expectations as a responsible investor, and position our investment platform as a key competitive differentiator.

This role is based in downtown Toronto in a hybrid work environment, allowing employees the flexibility to work remotely and in‑office (minimum two days per week in‑office).

Note:

The level of this position will be determined based on the candidate’s relevant experience and qualifications; individuals at both the Analyst and Senior Analyst levels are encouraged to apply.

Application Details:
Cover letters are recommended.

• Collaborate on the development and monitoring of UPP’s Active Public Markets investment strategy on an on‑going basis, with a particular focus on equity strategies
• Take an active part in manager review and due diligence meetings
• Contribute to the origination of managers in the universe of strategies listed above
• Perform quantitative analysis on managers to inform manager evaluation and portfolio construction
• Make suggestions and improve the portfolio management of the Equity Strategies program at UPP which includes Active Long‑Only Equity strategies as well as Equity Long/Short strategies
• Support broader Public Markets team across an array of investment strategies (hedge fund strategies, credit, etc.) on ad hoc basis
• Participate in the branding of UPP by nurturing relationships with external managers and providers (portfolio management analytical, CRM and document repository platforms, managed account platform provider, etc.)
• Contribute to the building of the infrastructure and tools necessary for external manager analysis and monitoring, and portfolio management
• Partner with other members of the Investment team to assist in documentation review, systems setup, implement business processes and technology solutions
• Collaborate with the Responsible Investment group and other industry participants to integrate and implement UPP’s Responsible investment strategy with external managers
• Contribute to UPP’s reputation as a respectful employer, partner, and fiduciary
• Play a mentorship role with Public Markets interns, when applicable
• Other…