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Job Type:

Employee

Duration in Months (for fixed-term jobs):

N/A

Job Family:

Pension Fund and Investments

# of Open Positions:

1

Faculty/Service - Department:

Assets and Investments

Campus:

Main Campus

Union Affiliation:

N/A

Date Posted:

May 28, 2025

Applications must be received BEFORE:

June 09, 2025

Hours per week:

35

Salary Grade:

Non-Union Grade NM2

Salary Range:

$115,781.00 - $144,726.00

Position Purpose
Reporting to the Director of Investments, the incumbent ensures the oversight and management of investments within the University’s Long Term, Pension Plan and Treasury portfolios.

The incumbent also ensures the oversight and management of investment performance and risk analytics for the University investment portfolios through the development and implementation of relevant monitoring and reporting tools; these tools are designed to meet the requirements of performance measurement and portfolio risk objectives as well as responsible investment sustainability objectives.

In this role, you will:

• Provide high-quality analytical support to the Director for a wide range of functions in the management of the University’s investment programs to ensure accurate information that will facilitate the investment decision-making process. This includes quantitative analysis of data and preparation of various charts, schedules, and other information for reports to management and/or various committees as required.
• In collaboration with the Director of Investments, develop and implement the monitoring and reporting tools required to holistically manage the performance of investments and the responsible investment approach; in the process, also ensure that all portfolios are managed in a sustainable fashion in accordance with the University’s established guidelines. Maintain a strong and collaborative working relationship with the University’s custodian.
• Develop, implement, and maintain an effective cash flow forecasting model to ensure financial obligations are met. Consult with the Director of Investments and keep abreast of cash requirements for major investment transactions such as contributions, dispositions, portfolio transitions, and portfolio rebalancing; also consult with Finance to remain aware of cash requirements from the University’s perspective. Oversee the execution of transaction requirements for private market investments (such as capital calls/distributions) and other investment transactions. Prepare liquidity, investment income, and other projections and forecasts whenever required. Prepare schedules and reports for the University’s audits (for activity related to the investment portfolios).
• Conduct comprehensive review and analysis of third party monthly and quarterly investment performance calculations, as well as financial statements and reports from the custodian and external managers, to validate accuracy. This includes review of portfolio analytics (e.g., style adherence and statistical characteristics), diversification analysis, and risk exposures to assess compliance with policies and guidelines and identify undue risk exposures so that action plans can be developed.
• Identify, recommend, and implement ongoing improvements to ensure efficiency in performance of required functions and to stay current with industry developments and best practice in responsible investments and investment performance analysis.

What you will bring:

• An undergraduate degree in Commerce or Business Administration or a related discipline.
• A professional designation in a relevant investment industry discipline, i.e. CFA and/or CPA, is required, or demonstrated knowledge and experience at such a level.
• Expertise in relevant investment industry disciplines and best practices normally acquired through experience with financial research and modeling in an institutional investment organization or similar environment.
• Sound knowledge of investment sustainability, performance and risk analysis, including ESG integration, developed by five to seven years of progressively more responsible relevant or equivalent investment experience and completion of professional industry accreditation programs.
• Experience in interpreting and applying complex policies and procedures.
• Experience and expertise with computer applications and proficiency with complex Excel spreadsheets is an essential skill. Experience with Power BI would be considered an asset.
• Ability to apply good judgement and show initiative by working independently and creatively to solve problems and conduct analysis supported by facts.
• Excellent interpersonal skills and ability to deal effectively with colleagues at different levels of the organization and a broad spectrum of external contacts.
• Bilingualism (English and French) both spoken and written is strongly preferred.

*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.

#LI-Hybrid #LI-DP1

Key Competencies at uOttawa:
Here are the required competencies for all or our employees at uOttawa:

Planning: Organize in time a series of actions or events in order to realize 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 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 qualified 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.

If this is a front-line position with responsibilities to interact with students, selected candidates must be rated at the Low Advanced proficiency level or higher for both oral comprehension and reading comprehension in their second official language. The rating is determined by a proficiency test designed by the Official Languages and Bilingualism Institute.

Prior to May 1, 2022, the University required all students, faculty, staff, and visitors (including contractors) to be fully vaccinated against Covid-19 as defined in Policy 129 – Covid-19 Vaccination. This policy was suspended effective May 1, 2022 but may be reinstated at any point in the future depending on public health guidelines and the recommendations of experts.