Principal, Completion Portfolio Strategies – Total Portfolio Management

OPTrust • Toronto, ON

3d • Hybrid

About The Position

At OPTrust, paying pensions today, preserving pensions for tomorrow is our mission and business. When you choose OPTrust, you join a team of smart, talented people who fuel our success and have a passion for pensions. Everyone at OPTrust – in Toronto, London and Sydney – makes a meaningful impact. Our culture is driven by team members with different backgrounds and perspectives creating an inclusive and fulfilling place to work for everyone. We work in a fast-paced environment, but we find time to have fun and give back to the community.

Join our dynamic team as Principal, Completion Portfolio Strategies (CPS), where you’ll drive cutting-edge research and shape investment strategies. The Total Portfolio Management (TPM) group manages the Plan’s liquid assets. Within TPM, CPS is responsible for developing and managing strategies that support continued evolution of the liquid completion portfolio. Strategies include internally developed systematic strategies, allocations to external managers and QIS (Quantitative Investment Strategies) through partnership with dealers. The role will be directly involved in further integration of QIS solutions in the portfolio, and advancement of portfolio construction through quantitative and regime-based approaches. The successful candidate will also engage in advanced research, contribute to algorithm development for investing in financial markets, and play a key role in enhancing dynamic portfolio management across public markets.

Requirements

• Advanced degree (Master's or Ph.D.) in Computer Science, Data Science, Statistics, Finance, or a related field.
• 3+ years’ experience in quantitative finance.
• Experience with development of, or allocation to, QIS strategies.
• Ensure clear understanding and adherence of all OPTrust’s policies, procedures, guidelines as well as living our values and fostering an inclusive culture.
• Proven academic research or industry experience in QIS, systematic strategy development, portfolio management, quantitative analysis, or a related role in the financial industry.
• Strong analytical and problem-solving skills with a keen attention to detail and willingness to take a hands-on approach in research and project management.
• Effective strong verbal and written communication skills.
• Strong Programming skills in Python.
• Exemplify OPTrust’s values: collaboration and teamwork, integrity, respect, flexibility, excellence, and continuous improvement.

Nice To Haves

• Object-oriented Programming experience is preferred.

Responsibilities

• Oversee the QIS program, ensuring robust strategy development, implementation, and ongoing management.
• Spearhead research using advanced quantitative methods, machine learning, and data science to design predictive models for strategy selection, risk management and portfolio optimization.
• Drive innovation by integrating new models and automating processes within the quantitative research stack.
• Collaborate with quant researchers, traders, and other teams within TPM and the broader Plan to ensure seamless integration of strategies into the Completion Portfolio.
• Promote quantitative research, AI and innovation across the organization by actively fostering knowledge transfer and highlighting the latest developments in quantitative finance.
• Performs other duties as assigned
• Build, engage and retain a diverse, high-performing team and foster an inclusive culture where team members are empowered to do great work on behalf of our members.
• Is familiar and ensures compliance with applicable employment legislation guidelines and the Collective Bargaining Agreement (CBA) for managing a workforce. Also ensures employees adherence to current and future employment policies, procedures and compliance guidelines and takes necessary steps to mitigate operational risks. This is inclusive of but not limited to, the Code of Conduct, Conflict of Interest Policy, Health and Safety Policy, Impairment at Work Policy, Information Security Policy, Personal Trading Policy, Privacy Policy, Respectful Workplace Policy and any future employment related policies.

Benefits

• Comprehensive benefits focused on your health and wellness, including dental, vision and extended health benefits, as well as membership in our world-class defined benefit pension plan.
• A flexible, hybrid work model.
• A dedicated inclusion, diversity and equity strategy with meaningful opportunities to participate, including our employee-led resource groups.
• Extensive professional development opportunities and learning initiatives including access to LinkedIn Learning, guest speakers, tuition reimbursement, professional association memberships, leadership development programs, a mentorship program, monthly professional development time and more.
• A competitive vacation package with additional work-life balance day

What This Job Offers

• Job Type: Full-time
• Career Level: Principal