At a Glance
- Tasks: Support investment teams with reconciliations, asset servicing, and reporting for public or private assets.
- Company: Join CPP Investments, a respected institutional investor with a global reach.
- Benefits: Competitive salary, professional development, and access to cutting-edge AI tools.
- Other info: Embrace a culture of continuous improvement and operational excellence.
- Why this job: Make a tangible impact while collaborating with exceptional colleagues in a performance-driven environment.
- Qualifications: 3+ years of experience, strong analytical skills, and familiarity with investment accounting.
The predicted salary is between 49500 - 60500 £ per year.
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.
The Role
As a Senior 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 Team
- 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 or inconsistencies to management's attention.
Provide insightful valuation analysis.
- Identify and promptly elevate 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 pipe- line 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. 3+ years of relevant experience.
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.
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.
We provide colleagues with cutting-edge AI tools, dedicated learning time, and practical support to help them deliver with greater impact.
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 analysing resumes and applications for relevant skills and experience.
These tools support, but do not replace, human decision-making.
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Senior Analyst, Credit Investment Operations (12-month contract) employer: CFA Institute
M&G plc is an exceptional employer that prioritises employee wellbeing and professional growth, offering a comprehensive benefits package including an 18% pension scheme, generous annual leave, and robust family support policies. Our inclusive work culture fosters collaboration and innovation, ensuring that every team member can thrive while contributing to our mission of providing confidence in financial solutions. Located in a vibrant area, we embrace flexible working arrangements to support a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Analyst, Credit Investment Operations (12-month contract)
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We think you need these skills to ace Senior Analyst, Credit Investment Operations (12-month contract)
Some tips for your application 🫡
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Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at CFA Institute. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give CFA Institute confidence in your short-term commitment to the role.
How to prepare for a job interview at CFA Institute
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with CFA Institute.
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