Our mission is to provide a secure, valuable, and sustainable workplace retirement solutions for Canadians. At CAAT, we live our values of integrity, impact, and teamwork every day.
The Analyst, Responsible Investing is integral to the success of the Investments team, and to CAAT’s guiding mission and growth strategy.
The Analyst, Responsible Investing will work with the Director, Responsible Investing and the Investments team to implement and evolve the Plan’s responsible investing activities. The successful incumbent will support the team to ensure that environmental, social and governance (“ESG”) risks and opportunities are incorporated into investment decision making across the Plan. The Analyst will contribute to research on portfolio companies as well as broader sustainably themes. They will also work on stewardship activities including proxy voting, corporate engagement.
We are looking for someone with:
- One (1) to three (3) years of relevant experience in an investment management or investment advisory organization or consulting / professional services firm
- Relevant university degree complemented by research/industry experience
- Hands-on or academic experience related to ESG matters, or otherwise clearly demonstrated interest in sustainability
- Basic knowledge of portfolio management and investment concepts such as that acquired through completion of CFA Level 1 or more
- Ability to use both quantitative analysis and the assessment of qualitative factors to support a view on multi-faceted ESG matters
- Proficient with Excel and other Microsoft Office tools
The successful candidate will demonstrate:
- The ability to apply good judgment, think creatively and develop independent points of view, supported by facts and analysis
- Good knowledge of current ESG risks and opportunities for public and private companies
- Strong verbal and written communication skills – able to write effective emails, make concise and informative recommendations and presentations
- Ability to work collaboratively in a small, informal team setting or independently with solid prioritization and organizational skills
- Proactive and resourceful, taking ownership of work with rigorous attention to detail
- Keen on suggesting improvements and contributing new ideas
- A positive attitude with strong work ethic, honesty, integrity and humility
Once here you will:
- Conduct comprehensive research, review, analysis and monitoring of relevant company and sector specific ESG issues in order to support the Plan’s activities related to investment management, proxy voting, corporate engagement, collaborative initiatives, communication and stakeholder relations
- Assist in preparation of research documents, presentations, and briefing notes and present (or assist in presenting) them to the investment team and other stakeholders as appropriate
- Monitor and appropriately consider responsible investing and sustainable finance issues, developments and trends
- Assist with the integration of the consideration of ESG factors and sustainability related investment themes across CAAT’s responsible investing policies and/or directives and investment activities
- Support the investment team in the monitoring of and engagement with external fund managers (existing and prospective) with regard to their RI approach to ensure their alignment with the Plan's RI policies and internal consistency
- Support the investment team, through available best practice tools, analytics and research into underlying assets, in the engagement with managers on material ESG issues and climate-related risks
- Support the investment team in the development and maintenance of tools to ensure that ESG considerations are adequately integrated in the investment and monitoring activities of the Plan’s private market investments
- Assist in in corporate engagement activities, proxy voting activities and other ESG initiatives, both directly and through collaborative initiatives with other investors
- Collaborate with colleagues on new investment ideas to ensure implementation takes account of responsible investing principles. Work with legal, risk, operational due diligence and external advisors to ensure timely completion of due diligence, manager appointment and implementation
- Provide project management support to the team while leveraging data analytic skills to derive insights and inform decision making
- Ensure that investments are in line with all RI policies and/or directives
- Contribute to the completion of the periodic Principles for Responsible Investment (PRI) reporting and assessment process
Step into CAAT - where your work is both rewarding and meaningful, growth is a constant, fun is the way we roll, and your impact is real! If you meet most of the criteria above, we would love to connect with you.
Our commitment to you as a CAATster:
We’re about growing together and creating impact in a collaborative and caring environment!
Comprehensive & Holistic Care: Your dedication deserves appreciation! At CAAT, we celebrate the complete you, prioritizing your well-being above all. Our all-encompassing employee programs are designed to cater to every aspect of your life and well-being, ensuring you feel cherished and valued. We provide a competitive Total Rewards program based around your physical, mental, and financial wellness. This includes, but is not limited to, your compensation, paid time off, health and dental benefits, wellness programs, wellness incentives, and (of course) a defined benefit pension plan.
Growth Opportunities: Embrace a vibrant, ever-evolving environment at CAAT, where growth is not just a goal, but our way of life! We're expanding and transforming constantly, which means endless opportunities for you to adapt, innovate, and learn. As we grow, so do you. Let’s make a difference together!
A Culture of Collaboration and Fun : We're a team that works, grows, and celebrates together. At CAAT, you belong to a collaborative, inclusive and lively environment that sparks creativity and fosters open communication.
Making a Difference, Together: We're on a mission to secure a better future for Canadians. Your meaningful contributions go beyond the workplace, touching lives and making a significant societal impact. Work that truly counts!
But don't just take our word for it! We’ve consistently been recognized as one of Canada's Most Admired Corporate Cultures , as one of Greater Toronto's Top Employers , and one of the Best Places to Work .
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Diversity, Equity, Inclusion, and Belonging:
Diversity, Equity, Inclusion, and Belonging (DEIB) at CAAT means we respect and value the broadest range of experiences, geographies, gender, ethnicities, backgrounds, and perspectives as key elements of our culture. Our vision is to provide an environment where employees can bring their best, professional, authentic, selves to work.
CAAT Pension Plan is an equal opportunity employer, and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. Hiring processes will be modified to remove barriers to accommodate those with disabilities, if requested. Should any applicant require accommodation through the application processes, please contact us at or call Human Resources at 416-673-9000 for assistance.