Schedule a call →

<p>Interview fractional leaders this week for <strong>free</strong>!</p>

Explore CPPIB, a global investment management organization. Learn about our mission, strategies and how we help create retirement security for Canadians.

CPP Investments Icon

CPP Investments is a globally recognized brand that offers a range of products and services in the investment industry. With a mandate to support the financial sustainability of the Canada Pension Plan, the brand has a strong track record of delivering impressive returns over the long term. CPP Investments excels in active equities, capital markets, factor investing, credit investments, private equity, and real assets. The brand's investment strategy focuses on maximizing returns by seeking out the best investment opportunities worldwide. As leaders in sustainable investing, CPP Investments is committed to incorporating climate risk and reducing greenhouse gas emissions. With an active management approach, the brand aims to exceed market returns and build long-term value. CPP Investments is dedicated to helping improve the financial security of Canadian retirees and protecting the foundation of Canada's advanced pension system.

CPP Investments

CPP Investments Logo

CPP Investments is a professional investment management organization that invests the funds of the Canada Pension Plan (CPP) to ensure its financial sustainability for generations of Canadians. The organization is headquartered in Toronto and has a global presence with offices in major cities worldwide. It focuses on building a diversified portfolio across various asset classes and is committed to attracting and retaining talented individuals from top-tier institutions.

## Role Summary:

As an Analyst, Private Funds Operations, 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 Private Equity Funds and Co-investments. You will also assist with basic day-to-day evaluation, accounting, and monitoring of relevant investment portfolios covering all security types and asset classes.

## Accountabilities & Qualifications:

### Accountabilities

- Partner with colleagues from the Investment Departments, Finance, and Legal 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 capital calls and distributions.

- Assist in processing investments with the ability to understand impact on trading, reporting and performance.

- Assist in the quarterly 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.

- Continually strive for operational excellence; seek ways to streamline processes and create operational efficiencies. 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 subledger of books and records related to position keeping , deal pipeline and trade lifecycle management.

### Qualifications

- Undergraduate degree or college diploma in Finance, Accounting.

- 2+ years of relevant experience.

- Professional designations such as a 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.

Analyst, Private Funds Operations

Analyst

Excel

Principal Operations Analyst

Senior Financial Analyst

10-month Contract Analyst to support investment operations for investment management organization

Finance

**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

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.

Senior Analyst, Expense Operations (9-month contract)
-----------------------------------------------------

**The Role**

As Senior Analyst, Expense Operations, you will support the oversight of CPP Investments' centralized global expense processing, helping ensure expenses and payments are processed accurately and on time within a robust control environment.

You will support daily expense and cash management activities, general ledger accounting and the monthly financial close, while collaborating with Expense Operations colleagues, teams across the organization and external stakeholders. This is a contract role through June 30, 2027.

**The Team**

Corporate Services is part of CPP Investments' Technology and Operations department. Within Corporate Services, the Expense Operations team is responsible for expense processing, cash management and expense-related accounting activities across CPP Investments' global offices.

**Accountabilities**

*   Support centralized global expense processing in accordance with policies and procedures, including vendor master records, vendor invoices and general ledger entries.
*   Manage payment and cash management activities for global offices, including payment processing in accordance with local requirements, bank account and authority updates, cash forecasting and excess cash coordination.
*   Support general ledger accounting and financial close activities, including Accounts Payable subledger close, variance analysis, journal entries, accruals, reclassifications, adjustments, general ledger reconciliations and bank reconciliations.
*   Coordinate with third-party accounting service providers to help ensure accurate accounting records for outsourced global offices.
*   Contribute to the organization-wide Source-to-Pay project and support annual audit inquiries and data collection.
*   Maintain risk and control metrics and standard operating procedures, and promote understanding of Accounts Payable policies, systems and procedures, including through training materials.
*   Partner with Finance and other stakeholders to resolve cross-functional issues, identify opportunities to streamline processes and recommend solutions that consider business needs, governance and controls.

**What You Bring**

*   Undergraduate degree in accounting, finance, business or equivalent; a professional accounting designation is preferred.
*   Minimum three years of relevant experience.
*   Strong Microsoft Excel and Microsoft Office skills, with an aptitude and interest in learning new software applications.
*   Experience with Oracle Financials and three-way matching invoice processing is an asset.
*   Strong analytical and problem-solving skills, with the ability to assess multiple factors and recommend practical solutions.
*   Effective written and verbal communication and relationship-building skills for collaborating with stakeholders across the organization.
*   Strong time management and adaptability, with a commitment to continuous improvement and the ability to deliver in a high-performing, evolving environment.

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.

CPP Investments | Investissements RPC

Manager, Operations, Business Process & Controls

Calvin Truong

Manager, Technology and Operations Business Management at CPP Investment Board

Candace Arland

Manager, Technology and Operations Business Management

Director, Talent Acquisition | Connecting Top Talent with Opportunity at CPP Investments

Paul Maroney

Director, Experienced Hires, Global Talent Acquisition

Manager, Talent Acquisition Operations

Director, Talent Acquisition - Early Careers

Director, Experienced Hires - Talent Acquisition

Director, HR Technology & Operations

Senior Analyst, Expense Operations (9-month contract)

Senior Business Operations Analyst

Accounts Payable

Cash Management

General Ledger

Payment Processing

The role involves supporting CPP Investments' global expense processing, cash management, and accounting activities. It's a 9-month contract position focused on ensuring accurate and timely processing within a robust control environment.

CPP Investments

About CPP Investments

Jobs

Senior Analyst, Expense Operations

Past roles

About this page