At a Glance
- Tasks: Support investment teams with reconciliations, asset servicing, and reporting for public and private assets.
- Company: Join CPP Investments, a respected institutional investor focused on sustainable returns.
- Benefits: Competitive rewards, wellness programs, and opportunities for learning and growth.
- Other info: Embrace cutting-edge AI tools and foster a culture of continuous improvement.
- Why this job: Make a real impact while collaborating with exceptional colleagues on meaningful challenges.
- Qualifications: Undergraduate degree and 3+ years of relevant experience; strong analytical and Excel skills required.
The predicted salary is between 60000 - 75000 £ 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 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).
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.
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.
About Us
For 25 years, we’ve proudly invested the Canada Pension Plan Fund, helping to secure retirement for more than 22 million Canadians. We invest for the long term — and that includes our people. Here, you’ll work alongside high-calibre colleagues on meaningful challenges that have real-world impact. Our purpose drives us, our performance sets us apart, and our people make it possible.
Our Guiding Principles
Our guiding principles shape our culture. They define how we work and represent the values that guide our behaviours. They are Integrity, Partnership and High Performance.
Our Impact
We invest globally across public and private markets, managing capital on behalf of millions of contributors and beneficiaries. We focus on long-term value creation and responsible investing, with offices in major financial centres around the world.
What You Can Expect
- Meaningful work with measurable impact
- Exposure to complex, global challenges
- Opportunities for learning and growth
- Competitive total rewards and benefits
- Comprehensive wellness programs
- Inclusive and respectful of diverse perspectives
Senior Analyst, Credit Investment Operations (12-month contract) in London employer: CPPIB U.K.
CPP Investments UK is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to thrive in their roles as Senior Legal Strategists. With a strong focus on professional development and growth opportunities, you will be part of a dynamic team that navigates complex regulatory landscapes across Europe, all while enjoying the benefits of working in a leading global investment firm known for its commitment to excellence and integrity.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Analyst, Credit Investment Operations (12-month contract) in London
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We think you need these skills to ace Senior Analyst, Credit Investment Operations (12-month contract) in London
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
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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 CPPIB U.K.. 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 CPPIB U.K. confidence in your short-term commitment to the role.
How to prepare for a job interview at CPPIB U.K.
✨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 CPPIB U.K..
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Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
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For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure CPPIB U.K. that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.