Job Description

End Date: October 3, 2025
At CAAT, we're passionate about what we do. And it shows!



Here, you'll find a cultural spark in everything we do - from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn't just feel different at CAAT. It is different. We're one of the fastest-growing pensions in the country for a reason. We challenge the status quo, making a real impact on the hundreds of employers we serve - from education institutions to major corporations and household brands. And we're just getting started. Driven by core values and a shared purpose, we're fierce champions for better retirement security, known for our can-do culture where everyone plays a role in bringing our vision to life. If this sounds like a fit, we'd love you to be a part of it.

About the Role:

Reporting to the Senior Manager, Investment Operations, the

Lead, Investment Operations

provides financial and operational expertise in the analysis, accounting, and reporting of CAAT's investment portfolio. The incumbent will support the oversight of portfolio reporting and operational processes, while coaching team members to ensure accuracy, efficiency, and continuous improvement across investment operations.

As The Newest Member Of Our Team, You'll:

Assist with the oversight of the monthly accounting close process and daily operational activities of the Public Markets portfolio Prepare quarterly reports for senior executives and the Board of Trustees, delivering insights into financial highlights, investment cost reporting, and key portfolio drivers Review and analyze private fund valuation updates from investment managers, validating key drivers and coordinating the valuation process with various investment teams Oversee and enhance investment valuation processes and the calculation of management and performance fees Support cash forecasting for investment capital activities and maintain projection data to ensure effective portfolio liquidity management Support annual audits and assist with the preparation and review of the investment sections of the annual financial statements and related disclosures Provide guidance and support to team members, including coaching, training, and serving as the first point of contact for complex issues Collaborate with internal and external stakeholders, including custodians, investment managers, and auditors, to resolve operational issues and support strategic initiatives

To Succeed, You Bring:

Minimum 5 years of progressive experience in investment accounting/finance within a pension plan, institutional asset manager, or financial services firm; prior supervisory experience is preferred University degree or college diploma in Accounting or Business Administration Completion or working towards CPA, CFA, CAIA or other relevant designation is considered an asset Strong knowledge of IFRS and demonstrated experience with investment accounting practices, financial and management reporting, operations and audit practices Proven ability to take ownership and accountability for tasks and projects, delivering high-quality outputs in a fast-paced environment with tight deadlines Experience working with SAP Accounting Software and CIBC Mellon Custody Services is preferred Proficiency with Microsoft Office Suite; experience with Python, VBA, and Power BI is considered an asset

At CAAT, we believe innovation, passion, and purpose are ingredients for a great work environment. We're incredibly proud of our people and the remarkable impact they have as catalysts for change. We're committed to attracting and keeping great talent, which means competitive compensation, exceptional benefits, and an environment where people can grow and thrive. When you work with CAAT, you'll enjoy:

Opportunities to Build a Better You:

We never stand still. As we grow, so do you. Enjoy a place that provides endless opportunities to learn and master your skills while cultivating new ones.

Comprehensive & Holistic Care:

Be at your best with a Total Rewards program that feeds and prioritizes your physical, mental, and financial wellness. From flexible work arrangements, comprehensive benefits to wellness incentives, and a defined benefit pension plan - we have you covered.

A Place to Collaborate and Win:

We've built a lively environment where creativity and open communication thrive. It's why we're consistently recognized as one of 'Canada's Most Admired Corporate Cultures', one of 'Greater Toronto's Top Employers', and one of the 'Best Places to Work'*.

Work that Truly Matters.

You're giving Canadians the opportunity for better retirement security, and organizations the chance to do more.


If you believe that Canadians deserve a future where a secure lifetime retirement income contributes to their financial and overall well-being, then CAAT could be the right fit for you. Start your journey with us today. Apply now.


Learn more about us by visiting www.caatpension.ca/careers

Diversity, Equity, Inclusion, and Belonging (DEIB):

DEIB at CAAT means we respect and value the broadest range of experiences, geographies, gender, ethnicities, backgrounds, and perspectives as key elements of our culture. Our vision is to provide an environment where employees can bring their best, professional, authentic, selves to work.

CAAT Pension Plan is an equal opportunity employer, and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. Hiring processes will be modified to remove barriers to accommodate those with disabilities, if requested. Should any applicant require accommodation through the application processes, please contact us at hr@caatpension.ca or call Human Resources at 416-673-9000 for assistance.