Analyst, Controls

THE ROLE 

This is an excellent opportunity for a friendly, keen and energetic professional to join a highly motivated team and make an impact.  

Reporting to the Associate Director, Controls, the Analyst, Controls will work closely with the Public and Private Markets Investment teams, as well as Responsible Investing (RI), Legal, Tax and other business partners to support the External Managers transaction process. The Analyst, Controls will also assist in maintaining an effective document management framework, which includes data/information flow and measures to ensure accuracy and consistency across investment groups. From time to time, this role will play a crucial part in contributing to various User Acceptance Testing for internal systems.

The ideal candidate will provide analytical support, innovation, and continuous improvement for all processes within the External Managers Program. This dynamic role will offer opportunities to engage with senior leaders on controls discussions and external providers.

UPP has adopted a Hybrid Work Model which allows staff the flexibility to work remotely with the opportunity to work in person at the office ~2 days a week. Our office is located in downtown Toronto.

KEY RESPONSIBILITIES 

• Assist in onboarding, and off-boarding of External Managers, which includes completion of pre-funding and post-funding requirements for new, follow-on & redemption transactions
• Maintain transaction pipeline used for various internal reporting and coordinate team priorities and deadlines
• Coordinate the Due Diligence Questionnaires (DDQ) process for all External Managers, including tracking and filing of DDQs and attachments
• Support the execution of the transaction documentation in an efficient and timely manner
• Monitor and establish the investment attributes collection process with the internal and external stakeholders, and ensure internal repository is up to date in a timely manner
• Assist in ad hoc requests and liaise with various internal stakeholders such as Legal, Investment Finance, Investments, as well as external stakeholders such as Managed Account Platforms (MAPs), External Managers and Administrators
• Conduct various User Acceptance Testing (UAT) for internal systems, and effectively communicate to Business Analysts and Developers (internally or externally), for successful execution into production
• Participate in internal or external calls, summarize action items, and provide support on projects and initiatives
• Actively provide ongoing support and maintenance of applications such as Dynamo, Diligence Vault, and SharePoint to improve accuracy and reliability of data used across the organization for reporting and workflow management to enable data analytics & insights
• Other duties as required

QUALIFICATIONS 

• Minimum of two years college degree with some relevant professional experience or recently completed an undergraduate degree in Finance, Economics or Business with some relevant internship experience
• Prior industry experience in Investment Operations considered as an asset
• Prior experience in document management and document flow/control considered as an asset
• Excellent analytical and data management skills
• Strong attention to detail and problem-solving skills
• Excellent written and verbal communication skills
• Self-motivated individual with the dedication to perform in a fast-paced environment
• High degree of professionalism and integrity
• Ability to organize, set priorities, work independently, and complete multiple tasks within established deadlines
• Proficiency in MS Office tools, Word, and Excel

PERSONALITY TRAITS

• Self-driven
• Organized
• Detail-oriented
• Strong work ethic
• Willingness to learn
• Empathetic
• Collaborative
• Authentic
• Personable
• Confident

LIFE AT UPP

Do work that matters.We are duty-bound to serve our members’ interests, and it’s a responsibility we don’t take lightly. That’s why we’ve ingrained sustainability in our work from day one—to ensure our members have a resilient future to retire into, both today and for generations to come.

Stronger together. Collaboration is how UPP was born, and it’s how we work with each other and our partners day in, day out. No one at UPP is just a number (even if they are excellent at math) and every win is a shared win.

Grow every day. You’ll have the opportunity to work on unique, once-in-a-career projects that maximize your skill set and probably teach you some new ones—at any stage in your career.

Prioritize wellness. At UPP, wellness takes many forms. Ultimately, it’s about ensuring our people are cared for in the ways that matter to them. Check out some highlights of our inclusive employee-focused benefits program including:

• Defined benefit pension plan
• Flexible hybrid work model
• Work from abroad up to eight weeks/year
• Comprehensive group benefits including medical, dental, vision etc.
• Extended paramedical and mental health service coverage
• Health care and lifestyle spending accounts
• Fertility treatments, paid parental leave, and gender affirmation coverage
• Education Assistance program

UPP enthusiastically welcomes applications from all qualified applicants and especially invites people with lived experience as an Indigenous person, a person with a disability or as a member of another Human Rights Code protected group that faces barriers to employment to apply. Our goal is to create a barrier-free experience for every candidate throughout the recruitment process, so if you require accommodation at any point during the process, please let us know so that we can make the appropriate arrangements.  It would be our honor to work with you to adapt our processes to ensure that you can meaningfully participate.