Manager, Investment Operations; Public Markets

Position: Manager, Investment Operations (Public Markets)
## Manager, Investment Operations (Public Markets)
Apply remote type:
Hybrid locations:
Toronto, ONtime type:
Full time posted on:
Posted 6 Days Agojob requisition :
JR100155

At CAAT, we’re passionate about what we do. And it shows!

Here, you’ll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn’t just feel different  
* is* different. We’re one of the fastest-growing pensions in the country for a reason. We challenge the status quo, making a real impact on the hundreds of employers we serve – from education institutions to major corporations and household brands. And we’re just getting started. Driven by core values and a shared purpose, we’re fierce champions for better retirement security, known for our can-do culture where everyone plays a role in bringing our vision to life.

If this sounds like a fit, we’d love you to be a part of it.

*
* About the Role:

** We are seeking a Manager, Investment Operations (Public Markets) for our Finance team. Reporting to the Senior Manager, the successful incumbent will be responsible for the day-to-day oversight of all investment transactions, accounting and monitoring of CAAT’s public markets portfolio – including equities, fixed income, hedge funds, commodities and hedging and rebalancing strategies. Help lead the governance and operational control framework supporting CAAT’s public markets portfolio, with a focus on operational efficiency, data integrity, and effective risk management across the function.
** As the Newest Member of our Team, You’ll:
*** Oversee the day-to-day operational activities of the public markets portfolio including transaction settlements, cash management, operational oversight and end-to-end onboarding of new investments, accounts, and structures.
* Oversee the monthly and quarterly reconciliation between custodian records and internal books for all public market investments; investigate, escalate, and resolve breaks within established timelines.
* Lead liquidity forecasting and cash management oversight activities, ensuring a clear understanding of funding requirements and collaborating closely with the public markets team and external managers as liquidity needs arise.
* Oversee quarter-end reporting for the Board and senior management, including cost reporting and key financial highlights.
* Support the preparation and review of the investment sections of the annual financial statements, audit support schedules, and related disclosures.
* Partner with the Investment Risk and Performance teams to ensure data integrity and consistency across investment systems and reporting.
* Work closely with the public markets investments team, the custodian (CIBC Mellon), external managers, and auditors to maintain a strong and effective control environment for CAAT’s public markets operations.
* Oversee CAAT’s global documentation process to ensure access to foreign capital markets.
* Develop, document, and maintain policies, procedures, controls and governance documentation for the public markets operations function.
* Identify and lead process improvement and automation initiatives to enhance scalability, data integrity, and control effectiveness.
* Coach, mentor, and develop junior team members, supporting the broader team culture.
** To Succeed, You Bring:
*** A minimum of six (6) to eight (8) years of progressive experience in investment accounting, investment operations, or middle/back-office functions supporting public markets portfolios at a pension plan, institutional asset manager, custodian, or professional services firm.
* A university degree in accounting, finance, or business administration, with a professional designation (CPA, CFA, or CAIA) strongly preferred.
* Proven leader with direct people-management experience, skilled in coaching and mentoring junior staff, developing talent, and motivating teams to drive high-performance results.
* Hands-on experience supporting transaction operations for an investment portfolio
* Deep understanding of public markets instruments (equities, fixed income, and derivatives) and their accounting and valuation…