Senior Financial Advisor

This is net new role, and the successful candidate will be hired into an new position.

• Hybrid - 2x onsite
• Toronto, On
• Pay $40-$45

We are seeking a Senior Advisor, Pension Fund to support the management and oversight of pension plans. This role is responsible for investment manager oversight, portfolio analytics, risk reporting, due diligence, pension governance, ESG reporting, and fund operations. The successful candidate will work closely with internal stakeholders, investment managers, consultants, and service providers to support investment strategy, portfolio monitoring, compliance, and operational execution.

This is a hands-on opportunity for a self-starter who can quickly contribute, take initiative, and operate effectively in a fast-paced environment. We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

• 3-5 years of experience with Pension funds
• Asset management firms
• Investment consulting
• Private markets investment organizations
• Fund-of-funds platforms
• Strong understanding of public and private market investments
• Experience evaluating investment manager performance
• Capital calls and distributions
• Commitment structures
• Portfolio construction and asset allocation
• Liquidity forecasting
• Risk and performance analytics
• Pension fund operations
• Advanced Excel and PowerPoint skills
• Ability to analyze complex data and develop executive-level presentations and reports

• Investment strategy, portfolio optimization, or asset liability management experience
• ESG reporting and investment governance experience
• Experience with investment manager onboarding, monitoring, and selection
• Familiarity with investment agreements and fund documentation
• Experience working with custodians, consultants, and institutional investment managers
• Knowledge of regulatory reporting, audits, and compliance requirements
• Familiarity with: iLevel Bloomberg NEXEN CFA, CAIA, or progress toward a professional investment designation
• Institutional investment or pension fund background

We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.