The Opportunity The Senior Analyst, Global Trade Management provides support to Finance Operations teams, including Investments, Performance & Risk Analytics, and Compliance.
The successful candidate will possess a strong understanding of Finance Operations processes and a high level of knowledge of fixed income and equity products. In this role, you will be at the center of OTPP's public markets activity, ensuring the accurate capture, confirmation, and settlement of trades across global markets while maintaining robust operational controls and mitigating risk.
You will support day-to-day trade lifecycle activities, investigate and resolve trade, system, and data-related issues, and contribute to the ongoing enhancement of straight-through processing and order management platforms. The role also provides opportunities to review the work of peers, collaborate with internal and external stakeholders, and contribute to broader team and departmental initiative
Who you'll work with The Senior Analyst reports to the Manager, Global Trade Management. They will collaborate with Technology and Investment teams, as well as external clients, service providers, consultants, and vendors, to support both business-as-usual activities and project initiatives that meet the Plan's evolving requirements.
What you'll do Team Coordination and Troubleshooting: Review daily work, set priorities, and coordinate tasks to meet deadlines.
Provide guidance and review the team's work to ensure accuracy and adherence to control standards.
Resolve problems, communicate issues to impacted stakeholders, and recommend procedural changes.
Assist the team with complex issues and training.
Back up team members during absences.
Daily Operations:
Coordinate with multiple internal and external stakeholders to ensure all critical aspects of the trade lifecycle are completed, including pre-trade analysis, trade capture, confirmation, and settlement of cash and derivative products.
Participate in production support for various processes and systems.
Identify, analyze, and resolve issues.
Demonstrate "Expert User" status in understanding departmental processes and systems, sharing knowledge with team members.
Verification and Control: Ensure internal control standards are met.
Check and reconcile information for accuracy, resolving discrepancies.
Review files and information prepared by others.
Maintain up-to-date documentation.
Report Production: Generate standard reports.
Design and deliver non-standard reports based on requests.
Project Leadership: Plan and execute projects under the Manager's guidance.
Coordinate project tasks with internal and external stakeholders.
Liaise with IT, Investments, and other teams on system-related projects.
Assist with activities related to system upgrades, new releases, and bug fixes.
Process Improvement: Identify and implement efficiency improvements.
Assist in the development and implementation of new processes and systems.
Collaborate on recommendations for process changes and improvements.
Own components of change management or process improvements.
Develop and implement test plans.
Research, identify , and document new markets, products, processes, or systems.
Recommend and implement procedural changes.
Client Services: Provide information and services to internal and external clients.
Respond to inquiries and requests professionally and timely .
Collaborate with Technology, Investments, service providers, consultants, and vendors in delivering solutions.
Manage relationships with suppliers to ensure high-quality service.
Request and provide information as needed to established suppliers (e.g. Custodian, Counterparties, Systems providers, etc.).
Represent the organization professionally.
Additional Responsibilities: Investigate system handling of products, including testing problems and new systems.
Analyze and implement new processes and systems.
Maximize the use of technology in all work processes.
Provide constructive ideas related to the Board's operations.
Document complex aspects of products, processes, and systems.
Maintain personal awareness and current knowledge of issues affecting the Board's operations.
Represent OTPP in a professional manner.
Train team members as required .
Back up team members during absences.
Perform other duties as requested.
What you'll need Relevant university degree (such as Business, Economics, Actuarial Science, Mathematics, Computer Science) or equivalent relevant experience with Investment Finance processes
2+ years of experience in Investment Operations, trade support, or middle ‑ office functions
Strong understanding of the trade lifecycle for cash and derivative products; exposure to clearing and settlement processes is an asset.
Experience with global confirmation platforms (e.g., CTM, GTSS, MarkitWire , ICE, Traiana ) is an asset.
Experience with SimCorp or similar investment book ‑ of ‑ record systems
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📌 Senior Analyst, Global Trade Management (Ontario)
🏢 Otppb
📍 Ontario