Logo
Cari

Transaction Manager, Financing & Balance Sheet Management group - Total Fund Man

Cari, San Francisco, CA, United States


Transaction Manager, Financing & Balance Sheet Management group - Total Fund Management

  • Full-time
  • Function: Investments

Make an impact at a global and dynamic investment organization

When you join CPP Investments, you are joining one of the world’s most admired and respected institutional investors. With more than $600 billion in assets under management, CPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure it is financially sustainable for generations of working and retired Canadians.

CPP Investments invests across regions and asset classes to build a globally diversified portfolio. It holds assets in public equity, private equity, real estate, infrastructure, and fixed income, and the CPP Fund is projected to reach $3 trillion in assets by 2050. The organization is headquartered in Toronto with offices in Hong Kong, London, Mumbai, New York City, San Francisco, São Paulo, and Sydney.

CPP Investments successfully attracts, selects, and retains talented individuals from top-tier institutions worldwide. Join our team for access to:

  • Stimulating work in a fast-paced and intellectually challenging environment
  • Accelerated exposure and responsibility
  • Diverse and inspiring colleagues and approachable leaders
  • A hybrid-flexible work environment with an emphasis on in-person collaboration
  • A culture rooted in principles of integrity, partnership, and high performance
  • An organization with an important social purpose that positively impacts lives

If you have a passion for performance, value a collegial and collaborative culture, and approach work with the highest integrity, invest your career here.

We are recruiting for a Transaction Manager within the Financing & Balance Sheet Management group within the Total Fund Management (TFM) department.

Job Purpose: The successful candidate will assist in managing various financial transactions ranging from ensuring the smooth operation of our treasury balances, analyzing and providing guidance on daily cash flows, periodic auditing of our procedures with the ability to model where necessary, updating biweekly and quarterly presentations (both internal and external) as well as getting involved in documentation of either new issue transactions or master documents for the purpose of onboarding new counterparties. The transaction manager will work closely with CPPIB in-house Legal, Compliance, and Risk, as well as interacting with various investment departments. We are looking for someone with exceptional attention to detail, a demonstrated history of client interaction and a desire to work in the capital markets.

Accountabilities:

  • Managing the new issue documentation process, involving interaction with dealers, internal and external counsel, dealer’s counsel, ratings agencies, and deal teams.
  • Analyzing cash flows, FX flows, interacting with investment departments to understand the deal pipeline, and optimizing & auditing best practices on the desk.
  • Ensuring the smooth confirmation, ticketing and balances of secured financing transactions.
  • Updating biweekly and quarterly internal and external presentations. These presentations inform risk positions, PnL, whilst others are more technical in nature, requiring an understanding of the fund.

Specialized Business and Domain Knowledge: We are looking for someone with a transaction management background, preferably with demonstrated front-office experience and extreme attention to detail at a major audit firm.

Education and Experience:

  • 5+ years of audit experience considered an asset

At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability.

We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process.

Our Commitment to Inclusion and Diversity:

In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.

#J-18808-Ljbffr