Manager, Investment Operations (Public Markets)

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:** We are seeking a Manager, Investment Operations (Public Markets) for our Finance team. Reporting to the Senior Manager, the successful incumbent will be responsible for the day-to-day oversight of all investment transactions, accounting and monitoring of CAAT’s public markets portfolio – including equities, fixed income, hedge funds, commodities and hedging and rebalancing strategies. Help lead the governance and operational control framework supporting CAAT’s public markets portfolio, with a focus on operational efficiency, data integrity, and effective risk management across the function. **As the Newest Member of our Team, You’ll:** - Oversee the day-to-day operational activities of the public markets portfolio including transaction settlements, cash management, operational oversight and end-to-end onboarding of new investments, accounts, and structures. - Oversee the monthly and quarterly reconciliation between custodian records and internal books for all public market investments; investigate, escalate, and resolve breaks within established timelines. - Lead liquidity forecasting and cash management oversight activities, ensuring a clear understanding of funding requirements and collaborating closely with the public markets team and external managers as liquidity needs arise. - Oversee quarter-end reporting for the Board and senior management, including cost reporting and key financial highlights. - Support the preparation and review of the investment sections of the annual financial statements, audit support schedules, and related disclosures. - Partner with the Investment Risk and Performance teams to ensure data integrity and consistency across investment systems and reporting. - Work closely with the public markets investments team, the custodian (CIBC Mellon), external managers, and auditors to maintain a strong and effective control environment for CAAT’s public markets operations. - Oversee CAAT’s global documentation process to ensure access to foreign capital markets. - Develop, document, and maintain policies, procedures, controls and governance documentation for the public markets operations function. - Identify and lead process improvement and automation initiatives to enhance scalability, data integrity, and control effectiveness. - Coach, mentor, and develop junior team members, supporting the broader team culture. **To Succeed, You Bring:** - A minimum of six (6) to eight (8) years of progressive experience in investment accounting, investment operations, or middle/back-office functions supporting public markets portfolios at a pension plan, institutional asset manager, custodian, or professional services firm. - A university degree in accounting, finance, or business administration, with a professional designation (CPA, CFA, or CAIA) strongly preferred. - Proven leader with direct people-management experience, skilled in coaching and mentoring junior staff, developing talent, and motivating teams to drive high-performance results. - Hands-on experience supporting transaction operations for an investment portfolio - Deep understanding of public markets instruments (equities, fixed income, and derivatives) and their acc…