The RoleAs a Senior Business Analyst, TFM Risk & Total Fund Management, you will play a key role in supporting technology initiatives that enable effective portfolio management and rebalancing processes at CPP Investments.
You will partner with investment professionals, business stakeholders, and technology teams to translate complex business needs into clear requirements and practical solutions. Leveraging your understanding of investment processes, analytical expertise, and technology knowledge, you will help enhance operational efficiency, strengthen business processes, and support the delivery of technology solutions aligned with investment objectives.
The TeamThe Total Fund Management Technology team supports the enterprise-level investment structure and processes used to manage CPP Investments' Total Portfolio. Within the team, Portfolio Management Engineering builds platforms and analytical capabilities that enable portfolio construction, monitoring, and decision-making at scale, working closely with investment professionals, Risk, Operations, Product Managers, and peer Technology teams.
The Senior Business Analyst will support technology initiatives related to portfolio management and rebalancing, working closely with business and technology stakeholders to enhance investment processes and systems.
Accountabilities- Lead requirements gathering sessions with investment professionals and business stakeholders, translating business needs into clear functional requirements and system specifications.
- Apply knowledge of portfolio management and rebalancing concepts to analyze business processes, identify opportunities for improvement, and support technology solutions.
- Collaborate with technology teams and subject matter experts to evaluate solution alternatives and recommend approaches aligned with business requirements.
- Facilitate process design workshops, document current- and future-state workflows, and identify opportunities to improve efficiency through technology.
- Conduct process walkthroughs and validation sessions, documenting key risks, mitigating controls, performance measures, and business continuity considerations.
- Investigate business and system issues, perform root cause analysis, and collaborate with stakeholders to develop and implement practical solutions.
- Maintain comprehensive requirements, functional specifications, and project documentation, providing clear updates on deliverables, risks, issues, and progress to stakeholders.
What You Bring- An undergraduate degree or college diploma in a related field.
- 4+ years of relevant experience in business analysis, process improvement, or technology initiatives, ideally within an investment management environment.
- Strong knowledge of portfolio management and portfolio rebalancing concepts, with the ability to apply this understanding to business requirements and technology solutions.
- Experience gathering, analyzing, documenting, and validating business requirements with stakeholders and technology teams.
- Strong understanding of business process design, process mapping, and project delivery methodologies.
- Analytical and problem-solving skills, with the ability to investigate complex business and system issues and recommend practical solutions.
- Effective written and verbal communication skills, with the ability to collaborate across investment, business, and technology teams.
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.
We provide colleagues with cutting-edge AI tools, dedicated learning time, and practical support to help them deliver with greater impact.
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