At a Glance
- Tasks: Support investment teams with reconciliations, asset servicing, and reporting for credit assets.
- Company: Join a globally respected investment organisation making a positive impact.
- Benefits: Comprehensive health plans, performance bonuses, and flexible work arrangements.
- Why this job: Gain exposure to diverse investment strategies and develop your career in a dynamic environment.
- Qualifications: Undergraduate degree or diploma; strong analytical and Excel skills required.
- Other info: Collaborative culture with opportunities for global career development.
The predicted salary is between 36000 - 60000 £ per year.
Make an impact at a global and dynamic investment organization. When you join CPP Investments, you are joining one of the world's most admired and respected institutional investors. As a professional investment management organization, CPP Investments invests the funds of the Canada Pension Plan (CPP) to help ensure its financial sustainability for generations of working and retired Canadians.
CPP Investments invests across regions and asset classes to build a globally diversified portfolio. It holds assets in public equity, private equity, real estate, infrastructure, and fixed income, and the CPP Fund is projected to reach $3.6 trillion in assets by 2050. The organization is headquartered in Toronto with offices in Hong Kong, London, Mumbai, New York City, São Paulo, and Sydney.
CPP Investments successfully attracts, selects, and retains talented individuals from top-tier institutions worldwide. Join our team for access to:
- Stimulating work in a fast-paced and intellectually challenging environment
- Accelerated exposure and responsibility
- Global career development opportunities
- Diverse and inspiring colleagues and approachable leaders
- A hybrid-flexible work environment with an emphasis on in-person collaboration
- A culture rooted in principles of integrity, partnership, and high performance
- An organization with an important social purpose that positively impacts lives
If you have a passion for performance, value a collegial and collaborative culture, and approach work with the highest integrity, invest your career here.
As an Analyst, Credit Investment Operations, you will support the Investment teams with start of day and end-of-day reconciliations, asset servicing, investment accounting, reporting and valuations for either public or private assets. You will also assist with basic day-to-day evaluation, accounting, and monitoring of relevant investment portfolios covering all security types and asset classes.
The Credit Operations team in London is part of a global platform of investment professionals supporting credit activities across the Toronto, London and APAC regions. The team oversees operational execution for all credit asset classes, ensuring accurate trade capture, lifecycle management, asset servicing, reconciliations and valuations. Working closely with investment, finance, legal and risk partners, the team enables efficient transaction execution, maintains robust controls and supports the delivery of timely, high-quality portfolio information for public and private credit strategies.
Accountabilities
- Partner with colleagues from the Investment Departments, Finance, Legal, and Risk to assist in investment closings through documentation review, system setups, transaction entries and settlements.
- Help manage investment maintenance and servicing; ensure investments are accurately always represented, track upcoming activity, reconcile records, and process activities.
- Assist in processing investments with the ability to understand impact on trading, reporting and performance.
- Assist in the quarterly/ monthly valuation review; ensure valuation adjustments are accurately recorded and bring any errors/ inconsistencies to management's attention. Provide insightful valuation analysis.
- Identify and promptly escalate irregular activities or issues and assist management in determining corrective action.
- Assist in developing and maintaining policies and procedures.
- Maintain an ongoing effective working relationship with internal investment staff and external asset managers to ensure issues are discussed and resolved, financial controls and reporting requirements are met.
- Support in daily validation and reconciliation and sub-ledger of books and records related to position-keeping, deal pipeline and trade lifecycle management.
- 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 (with a focus on using Gen AI tools).
- Interest in Gen AI tools (including data parsing and scraping) and overall comfort with data. Passion for improving process with technology.
Qualifications
- Undergraduate degree or college diploma in related field. Professional designations such as CBV, CFA, CPA are considered an asset. Strong analytical, financial and management accounting skills will be necessary to perform this role.
- Strong Excel skills and comfortable learning new systems.
- Solid understanding of debt instruments and investment accounting.
- Sentry and SCD knowledge a strong advantage.
- LMA and LSTA documentation knowledge important.
- Exemplifies our Guiding Principles of integrity, partnership & high performance.
At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability. We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process.
Our Commitment to Inclusion and Diversity: In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.
Competitive benefits We offer a comprehensive package that goes beyond the basics. From health and wellness plans to performance-based bonuses, we aim to recognize your contributions in meaningful ways and support what matters to you, both at work and beyond.
Career Development We take growth seriously: yours and ours. At CPP Investments, you'll find opportunities to learn new skills, take on fresh challenges, and explore roles across teams and geographies. We support career paths that aren't one-size-fits-all, because we know development looks different for everyone.
Wellbeing We're serious about supporting your wellbeing. That includes access to mental health resources, wellness programs, and work arrangements that offer flexibility where it makes sense. We know that when life and work are in balance, everyone benefits.
For 25 years, we've proudly invested the Canada Pension Plan Fund, helping to secure retirement for more than 22 million Canadians. Our success is powered by people. We support our colleagues with programs that promote well-being, encourage growth, and reward excellence—because impact begins with empowerment. Guided by Integrity, Partnership, and High Performance, we keep our promises, own our setbacks, and collaborate for shared success.
Analyst, Credit Investment Operations in London employer: Canada Pension Plan Investment Board
Contact Detail:
Canada Pension Plan Investment Board Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Analyst, Credit Investment Operations in London
✨Tip Number 1
Network like a pro! Reach out to current or former employees at CPP Investments on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. CPP Investments values integrity and partnership, so think of examples from your past experiences that showcase these traits.
✨Tip Number 3
Practice your analytical skills! Since the role involves financial analysis and investment accounting, brush up on relevant concepts and be ready to discuss them during your interview.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team.
We think you need these skills to ace Analyst, Credit Investment Operations in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Analyst, Credit Investment Operations role. Highlight relevant experience and skills that match the job description. We want to see how you can make an impact in our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our values of integrity, partnership, and high performance. Let us know why you want to join CPP Investments!
Showcase Your Analytical Skills: Since this role requires strong analytical skills, be sure to include examples of how you've used these skills in past experiences. Whether it's through coursework or previous jobs, we want to see your problem-solving abilities in action.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do—just follow the prompts and submit your materials!
How to prepare for a job interview at Canada Pension Plan Investment Board
✨Know Your Numbers
As an Analyst in Credit Investment Operations, you'll be dealing with a lot of financial data. Brush up on your analytical skills and be prepared to discuss key metrics related to investment performance. Familiarise yourself with common debt instruments and their valuation methods, as this will show your understanding of the role.
✨Master Excel and Tech Tools
Strong Excel skills are a must for this position. Make sure you can confidently navigate spreadsheets, perform complex calculations, and create pivot tables. Additionally, if you have experience with Gen AI tools or data parsing, highlight that during your interview—it shows you're forward-thinking and tech-savvy!
✨Understand the Bigger Picture
CPP Investments operates on a global scale, so it's crucial to understand how different asset classes interact. Research the organisation's investment strategies and recent market trends. This knowledge will help you articulate how you can contribute to their goals and demonstrate your genuine interest in the company.
✨Showcase Your Collaborative Spirit
The role involves working closely with various teams, including finance, legal, and risk. Be ready to share examples of how you've successfully collaborated in the past. Emphasising your ability to build relationships and communicate effectively will resonate well with the interviewers, as they value integrity and partnership.