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Senior Investment Analyst Role at CAAT

Student-Friendly Entry-Level
Company

Caatpension

Location

toronto, Canada

Posted

May 24, 2026

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About This Opportunity

Take charge as a Senior Analyst, Investment Operations at CAAT, where you'll provide financial guidance and support pension fund operations. Enjoy a rewarding environment focused on collaboration and growth.
Reporting directly to the Senior Manager, you will oversee investment accounting, manage treasury operations, and validate fund valuations within our Finance team. This role empowers you to drive continuous improvement and mentor junior analysts, making an impact on strategic financial outcomes.
Key Responsibilities:
• Lead accounting close processes and operations for investments
• Create and validate accounting schedules and reports
• Evaluate valuations from investment managers
• Manage onboarding for new investment partners
• Prepare insights for executive deliverables and Board meetings
Requirements:
• 3-5 years of experience in finance or accounting
• Bachelor’s degree in finance, accounting, or related field
• CPA, CFA, or similar qualificati...