Senior Analyst, Credit Investment Operations

Purpose. Performance. People.

Joining CPP Investments means joining one of the world’s most admired and respected institutional investors to drive a single mandate: to deliver strong, sustainable returns for generations of Canadians.

 

With a long-term horizon and global reach, we deploy capital at scale across public and private markets. Our size, stability, and disciplined investment philosophy allow us to pursue complex opportunities and build enduring partnerships worldwide. 

 

For our people, this means meaningful work with tangible impact, real opportunity, and collaboration with exceptional colleagues who value partnership and performance. Here, you’ll contribute to outcomes that matter alongside team members committed to excellence and shared success. 

Role Summary:

As a Senior Analyst, Credit Investment Operations, you will support Credit Investment teams with transaction management, asset servicing, investment accounting, reporting and valuations. You will also execute the day-to-day evaluation, accounting, and monitoring of relevant investment portfolios, covering all asset classes and security types. You will also assist group leadership in modernizing the team via automation and efficiency driven initiatives.

Accountabilities & Qualifications:

Accountabilities:

• Execute day-to-day management of investment operations functions; ensuring accuracy of trade tickets and accounting entries, completeness of supporting documentation, validation of transaction amounts and ensuring appropriate authorizations are in place to facilitate investment closings

• Partner with colleagues from the Investment Departments, Structuring, Tax and Treasury to successfully structure, close and fund transactions by proactively identifying and resolving operational issues

• Assist in the timely completion and accuracy of various reports and reconciliations relating to benchmarking, portfolio holdings and P&L

• Assist in the review of financial statements, note disclosures and management reports to ensure accuracy and completeness, as well as provide valuable insights and commentary

• Assist in the quarterly / annual valuation process for principal credit, intellectual property and structured product investments; provide insightful analysis to proactively identify material valuation movements

• Provide insightful analysis of operational or business issues and provide direction in determining corrective action; promptly escalate irregular activities or issues

• Maintain an ongoing effective working relationship with internal investment staff and external asset managers to ensure issues are discussed and resolved and financial controls and reporting requirements are met

• Build a reputation as a subject matter expert in the private investments domain for issues related to investment operations and accounting

• Ensure ongoing compliance with reporting requirements and resolve discrepancies when exceptions occur

• Continually strive for operational excellence; seek ways to streamline processes, create operational efficiencies and foster a culture of continuous improvement, enhanced controls and data integrity

• Ensure process documentation is kept up to date

• Prioritize workload in a timely fashion to meet deadlines

Qualifications:

• Undergraduate degree or college diploma in related field

• 2-3+ years of relevant experience

• Experience using financial systems, including Sentry, SimCorp, and Duco, is considered an asset

• Strong analytical, financial and management accounting skills will be necessary to perform this role

• Solid understanding of debt instruments and investment accounting

• Advanced Excel skills and interest in utilizing Gen AI tools

• Exemplifies our Guiding Principles of integrity, partnership & high performance

You are motivated to contribute to something larger than yourself, approach complex challenges with rigor, and hold yourself to high standards in a collaborative, performance-driven environment. 

 

Inclusion & Accessibility

CPP Investments is committed to equitable access to employment and building a workforce that reflects diverse talent and perspectives. If you require accommodation at any stage of the recruitment process, please let us know and we will work with you to meet your needs. 

 

Attention: Protect Yourself from Fraud

CPP Investments is committed to a secure and transparent recruitment process. We will never ask candidates for payment or financial information at any stage of hiring. All legitimate opportunities are posted on our careers page, and communications will come from our applicant tracking system, Workday. 

CPP Investments may use AI tools to help screen and assess applicants by analyzing resumes and applications for relevant skills and experience. These tools support, but do not replace, human decision-making.

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