Analyst, Balance Sheet & Liquidity Management
Top Benefits
About the role
Why you’ll love working here:
- high-performance, people-focused culture
- our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves
- learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth
- membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security
- competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, parental leave top-up, and a health spending account).
- optional post-retirement health and dental benefits subsidized at 50%
- yoga classes, meditation workshops, nutritional consultations, and wellness seminars
- the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers
Job Summary:
The Balance Sheet and Liquidity Management (BS&LM) team is responsible for the funding and collateral management of the fund across all Investment Management portfolios. This includes managing liquidity, executing securities lending and collateral optimization, supporting short-term investment strategies, and mitigating various forms of risk. As an Analyst, you will contribute to both daily operations and strategic initiatives that ensure the fund remains resilient, well-capitalized, and agile in dynamic market environments.
What you will do:
- Monitor and optimize the fund’s daily liquidity and balance sheet usage.
- Support all aspects of securities financing, including equity and fixed income funding.
- Execute and monitor securities lending and collateral switches to enhance returns and mitigate risk.
- Track and manage corporate actions, short positions, and recalls across portfolios.
- Contribute to short-term funding strategies, such as balance sheet financing, index arbitrage, and futures-based funding.
- Partner with stakeholders across investment management, technology, operations, and risk to ensure effective trade execution, settlement, and alignment.
- Support workflow automation and reporting enhancements in collaboration with technology teams.
- Analyze broker and portfolio utilization to identify optimization opportunities.
- Assist in system documentation, testing, and enhancements for collateral, funding, and liquidity processes.
- Stay informed on market, operational, and regulatory developments impacting liquidity and funding strategies.
What we are looking for:
- Commitment to HOOPP’s core values: Accountable, Compassionate, and Trustworthy.
- Collaborative team player with a proactive mindset, high level of initiative, and strong sense of accountability.
- Excellent communication skills, with the ability to convey complex concepts clearly and concisely.
- Demonstrated interest in financial technology, innovation, and operational process improvement.
- Programming experience in Python, VBA, SQL, or a similar language, with the ability to contribute to data automation and tooling.
- Proficiency in Microsoft Excel and Bloomberg; familiarity with SimCorp Dimension and workflow automation tools is an asset.
- Strong quantitative and analytical skills, with experience handling large datasets and deriving actionable insights.
- Proven ability to succeed in a fast-paced, high-volume environment with multiple stakeholders and competing priorities.
- Bachelor’s degree in Commerce, Finance, Economics, Computer Science, or a related discipline.
- Minimum of 5 years of experience in collateral management, securities lending, securities financing, or a related capital markets role.
About HOOPP (Healthcare of Ontario Pension Plan)
Established in 1960, the Healthcare of Ontario Pension Plan (HOOPP) is a multi-employer defined benefit pension plan for Ontario's hospital and community-based healthcare sector. We serve more than 460,000 members who provide valued healthcare services at more than 670 employers across the province. At HOOPP, we exist to provide a stable and reliable pension for our members that starts in retirement and is paid for life. As one of Canada's largest and most respected pension plans, HOOPP's net assets reached $112.6 billion at the end of 2023 and our funded status remained strong at 115%. HOOPP's core values - professional, accountable, collaborative, compassionate and trustworthy - guide our every interaction with our members, employers and employees.
We've become one of Canada's leading pension plans by consistently challenging ourselves and embracing innovation. From our unique investment management approach to our innovative technology and thought-provoking research, we constantly seek to push the boundaries, and we do this by hiring passionate, forward-thinking people. Our high-performance culture, which spans our head office in Toronto and our office in London (UK), is founded on collaboration, respect and belonging. HOOPP is an equal opportunity employer and we're proud of our diversity. We select applicants for employment solely on the basis of their qualifications. Should you require accommodation because of a disability during the recruitment and selection process, please contact our Human Resources team. We will be happy to consult with you so that arrangements can be made for reasonable accommodation.
Analyst, Balance Sheet & Liquidity Management
Top Benefits
About the role
Why you’ll love working here:
- high-performance, people-focused culture
- our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves
- learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth
- membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security
- competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, parental leave top-up, and a health spending account).
- optional post-retirement health and dental benefits subsidized at 50%
- yoga classes, meditation workshops, nutritional consultations, and wellness seminars
- the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers
Job Summary:
The Balance Sheet and Liquidity Management (BS&LM) team is responsible for the funding and collateral management of the fund across all Investment Management portfolios. This includes managing liquidity, executing securities lending and collateral optimization, supporting short-term investment strategies, and mitigating various forms of risk. As an Analyst, you will contribute to both daily operations and strategic initiatives that ensure the fund remains resilient, well-capitalized, and agile in dynamic market environments.
What you will do:
- Monitor and optimize the fund’s daily liquidity and balance sheet usage.
- Support all aspects of securities financing, including equity and fixed income funding.
- Execute and monitor securities lending and collateral switches to enhance returns and mitigate risk.
- Track and manage corporate actions, short positions, and recalls across portfolios.
- Contribute to short-term funding strategies, such as balance sheet financing, index arbitrage, and futures-based funding.
- Partner with stakeholders across investment management, technology, operations, and risk to ensure effective trade execution, settlement, and alignment.
- Support workflow automation and reporting enhancements in collaboration with technology teams.
- Analyze broker and portfolio utilization to identify optimization opportunities.
- Assist in system documentation, testing, and enhancements for collateral, funding, and liquidity processes.
- Stay informed on market, operational, and regulatory developments impacting liquidity and funding strategies.
What we are looking for:
- Commitment to HOOPP’s core values: Accountable, Compassionate, and Trustworthy.
- Collaborative team player with a proactive mindset, high level of initiative, and strong sense of accountability.
- Excellent communication skills, with the ability to convey complex concepts clearly and concisely.
- Demonstrated interest in financial technology, innovation, and operational process improvement.
- Programming experience in Python, VBA, SQL, or a similar language, with the ability to contribute to data automation and tooling.
- Proficiency in Microsoft Excel and Bloomberg; familiarity with SimCorp Dimension and workflow automation tools is an asset.
- Strong quantitative and analytical skills, with experience handling large datasets and deriving actionable insights.
- Proven ability to succeed in a fast-paced, high-volume environment with multiple stakeholders and competing priorities.
- Bachelor’s degree in Commerce, Finance, Economics, Computer Science, or a related discipline.
- Minimum of 5 years of experience in collateral management, securities lending, securities financing, or a related capital markets role.
About HOOPP (Healthcare of Ontario Pension Plan)
Established in 1960, the Healthcare of Ontario Pension Plan (HOOPP) is a multi-employer defined benefit pension plan for Ontario's hospital and community-based healthcare sector. We serve more than 460,000 members who provide valued healthcare services at more than 670 employers across the province. At HOOPP, we exist to provide a stable and reliable pension for our members that starts in retirement and is paid for life. As one of Canada's largest and most respected pension plans, HOOPP's net assets reached $112.6 billion at the end of 2023 and our funded status remained strong at 115%. HOOPP's core values - professional, accountable, collaborative, compassionate and trustworthy - guide our every interaction with our members, employers and employees.
We've become one of Canada's leading pension plans by consistently challenging ourselves and embracing innovation. From our unique investment management approach to our innovative technology and thought-provoking research, we constantly seek to push the boundaries, and we do this by hiring passionate, forward-thinking people. Our high-performance culture, which spans our head office in Toronto and our office in London (UK), is founded on collaboration, respect and belonging. HOOPP is an equal opportunity employer and we're proud of our diversity. We select applicants for employment solely on the basis of their qualifications. Should you require accommodation because of a disability during the recruitment and selection process, please contact our Human Resources team. We will be happy to consult with you so that arrangements can be made for reasonable accommodation.