Manager, Portfolio Operations

Portfolio Operations - Public Securities (POPS) is responsible for asset servicing, investment accounting, pricing, portfolio control activities and supporting financial reporting of publicly traded securities. The Manager leads a team of professionals who are primarily responsible for delivering these functions. This role also supports the delivery of projects and the ongoing transformation of POPS’ processes affecting multiple partners within Finance and across other divisions at OTPP.

You will lead a team of professionals under the Public Securities Operations team, within the Finance Operations department and the broader Finance Division. Finance Operations is comprised of Global Markets & Data Operations, Private Asset Operations and Public Securities Operations.

• Ensure accuracy and reasonability of downstream data used in portfolio management, accounting, performance, risk and compliance of publicly traded securities.

• Oversee that the daily operations are delivered in accordance with key financial controls and key operating controls and support team on resolving complex issues impacting portfolio P&L, positioning, risk reporting or financial reporting

• In partnership with stakeholders develop, maintain, and implement process changes that deliver greater value to our stakeholders and the organization.

• Responsible for recruiting to fill vacancies, conducting performance evaluations, mentoring, and leading on the job training to recommend external training and conferences for staff.

• Support the execution of key projects by researching requirements, analyzing alternative solutions, while assessing impacts to operational risks and processes, to provide recommended course of action.

• Ensure operational implications of new strategies and improvements in execution impacting systems and reporting are appropriately addressed.

• Measure and lead key relationships with Portfolio Managers, Risk, Tax, Legal, Financial Reporting, Prime Brokers/Custodians, FCMs, Counterparties, External Managers and vendors through the use of key performance indicators and metrics.

• Ensure adequate and timely responses to inquiries from partners.

• Possess leadership skills to guide the efforts of the team to drive desired outcomes.

• Possess change management skills to deliver initiatives that increase team’s efficiency and effectiveness

• Support the development and growth of the team including the implementation of any operational improvements.

• Make standard operational decisions, provide senior management with the appropriate information on which decisions will be based.

• Triage all complex issues that arise during daily operations, identify both opportunities/requirements and develop and deliver solutions/courses of action.

• Relevant university degree

• Professional designation CPA CA, CGA, CMA or CFA preferred

• Knowledge of public markets and securities

• Possesses the ability to be a key driver in identifying and implementing change

• Excellent interpersonal skills are required as this position takes care of both internal and external contacts

• Ability to work with Portfolio Managers and other internal partners and balance governance and service role

• Extensive experience facilitating, coordinating, and consulting across teams with a successful track record of delivering initiatives and improvements.

• Experience working with senior leadership in complex structures; ability to facilitate team based decision-making processes

• Significant experience (6-8 years) within Middle Office, Product Control or Investment Operations preferably including at least 2 years in a team leadership capacity.

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