Job Type






Investment Finance Analyst Toronto

CAAT Pension Plan

CAAT Pension Plan Toronto Canada

1 month ago

We believe that everyone has the right to DEFINE themselves and their future.

That includes YOU.

How would you like to do it in a fun, high-performance culture that’s truly one of a kind – on a team that appreciates you for being you, helps our members retire with confidence and makes Canada better, all at the same time?

If that sounds like your thing – and you’re an exceptional Investment Finance Analyst – we’d like to hear from you.

We’re CAAT Pension Plan, and we’re growing. We innovate defined benefit (DB) pension plans. What are they? Unlike other pension plans, they specifically define the lifetime benefits our members will receive in retirement. This means that our members know exactly what they’re getting every month – for life! Because we provide that certainty, we help more Canadians retire with greater financial security and priceless peace of mind and take pressure off the social safety net at the very same time, which frees up those resources for other Canadians who... really need them.


The Investment Finance Analyst will support CAAT Pension Plan’s investment accounting, valuation, investment tax, trade processing and financial reporting processes and the related reconciliations and maintenance of underlying data.

The Investment Finance Analyst will learn innovative software and automation techniques and will assist in deploying these technologies.

We are looking for someone with the following attributes:

· Familiarity with pensions and pension-related legislation

· Problem solver always looking to improve current practices

· Someone who thrives in a fast-paced environment where deadlines are critical and can be tight

· Strong interest in technology and desire to learn and apply new software

· Experience with accounting (ideally investment related), financial reporting, and external or internal audit

· Excellent project management, research, analytical, organizational, and time management skills

· Excellent communication skills (both written and oral)

· Detail oriented, comfortable analyzing, calculating, and verifying data

· Exceptional judgement, strong team player, thorough, and logical

· Exceptional interpersonal skills

The successful candidate will have a University degree or Community College Diploma equivalent in Accounting or Business Administration, with 1-5 years of accounting/financial field, pension plan or financial services experience. The candidate may also have or be actively pursuing their CPA designation.

Once here you will:

· Prepare reconciliations of custodian and manager net asset values on a monthly basis and assist in analyzing exceptions

· Over time, assist in the rollout of automation techniques while formally learning basic programming and automation software

· Bring suggestions to the Senior Business Process Analyst on ways to improve current practices

· Calculate and verify accuracy of invoices from investment managers, consultants, and other investment service providers as required

· Assist in the process of updating investment prices for private assets

· Process capital calls and distribution transactions in AltaReturn system

· Process fee payments, fund transfers and wire requests

· Assist in the investment tax process by preparing foreign tax documents, local tax returns, ad-hoc tax requests

· Assist in the preparation of financial statements

· Assist in supporting the external audit

· Prepare or assist in the preparation of journal entries, accounting schedules, reconciliations

· Provide support to other team members in the Finance Department as necessary

· Prepare ad hoc reports and projects for the investment department and / or senior management

What does CAAT offer you and what should you know about us?
• Our vision is to provide an environment where employees can bring their whole, authentic selves to work. That’s what drives our high-performance, fun culture – one that’s truly one of a kind. In fact, we have been recognized as one of Canada's Most Admired Corporate Cultures for 2019, 2020, 2021, and 2022, as one of Greater Toronto's Top Employers for 2020, 2021, 2022 & 2023 and by Canadian HR Reporter as one of the Best Places to Work for 2021.
• We provide (no big surprise here!) membership in CAAT’s defined benefit (DB) pension plan, a flexible and friendly work environment, a comprehensive health and dental benefits package, life insurance, and an array of wellness programs
• Everyone is a leader at CAAT, so we invest in our people and enthusiastically support your career development goals, regardless of your role, with access to tuition aid and learning opportunities like our ground-breaking CAAT Academy
• We are conveniently located at the Eaton Centre in downtown Toronto, next to Queen Subway station, with ready access to multiple TTC routes, GO Transit, and the PATH.
• We offer a flexible, hybrid work arrangement.
• You can learn more at

DEFINITELY INTERESTED? Apply on LinkedIn or email your resume to [email protected] on or before May 12th, 2023, with Investment Finance Analyst in the subject line.

We recruit and select the most qualified candidates and thank all applicants for their interest. Only those considered for an interview will be contacted.

CAAT Pension Plan is an equal opportunity employer that supports abilities and diversity of all kinds. If you require accommodation during the recruiting and selection process, please contact us at [email protected] or call Human Resources at 416-673-9000
Toronto ON

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