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Founded in 1960 by the Ontario Hospital Association, the Healthcare of Ontario Pension Plan (HOOPP) is one of Canada’s strongest and most stable defined benefit pension plans. For over 65 years, HOOPP has delivered on its pension promise to Ontario’s healthcare workers, now serving more than 504,000 members and 870 employers across the province.

With offices in Toronto and London, HOOPP manages a global, diversified multi-asset portfolio. One of Canada’s Maple 8 pension plans, HOOPP oversees $132 billion in assets and remains fully funded, supported by strong risk-adjusted returns, stable contribution rates for more than 20 years and independent governance.

Our strength is powered by our people who bring HOOPP’s mission, vision and values to life and play a crucial role in helping us succeed. We are a purpose-driven organization committed to building an equitable, diverse and inclusive workplace where different perspectives drive better outcomes. We look for talented, forward-thinking individuals who want their work to have real impact on the lives of others.

We believe an equitable, diverse and inclusive (EDI) workplace is integral to cultivating a positive culture. We integrate fair and inclusive practices into our programs and processes, creating equal opportunity and establishing a consistent employee experience across our organization.

If you need accommodation at any point in our recruitment process, please advise your recruiter or email us at [email protected] and we will be happy to consult with you so that arrangements can be made for reasonable accommodation.

Experience:

Mid-level

Salary Range:

$100, 000+

Position description

Job Summary

Reporting to the Senior Portfolio Manager, Cross-Asset Thematic Investing, the Associate will be a core member of a small investment team managing thematic investment portfolios across global public equities, rates, credit, currencies and commodities.

The Associate will contribute across the investment process — from identifying cross-market themes, policy shifts, market trends and dislocations to building investment conviction and determining the most effective expression of those views across markets and instruments.

To support this process, the Associate will build and apply AI-enabled research workflows to evaluate market developments, synthesize diverse data and perspectives, deepen research and build conviction around the most promising ideas, test investment theses against a wide range of evidence, and assess how potential trades fit within the broader portfolio. Success in the role requires strong investment judgment and demonstrated proficiency in developing, validating and integrating these workflows into investment decision-making.

What you will do:

  • Proactively identify and evaluate investment opportunities arising from macroeconomic developments, structural themes, policy changes, industry dynamics, market positioning and dislocations across global markets.
  • Develop investment theses by defining the underlying causal logic, economic and market transmission mechanisms, key drivers, catalysts, scenarios, expected payoff, principal risks, monitoring indicators and developments that may challenge the thesis.
  • Conduct flexible yet structured fundamental research at the level required by each opportunity. Assignments may range from analyzing a security, market segment or industry to evaluating a country, policy development, broader market trend or cross-asset dynamic. This may include modelling market regimes or developing relative-value frameworks.
  • Design and maintain AI-enabled investment research workflows that support market screening, hypothesis generation, research, and portfolio construction.  Specifically, the Associate will use AI-assisted coding and approved AI tools to accelerate document analysis, data extraction and management, information synthesis, financial and economic model development, and ongoing thesis monitoring.
  • Translate research into investable expressions by comparing individual securities, baskets, relative-value trades and derivatives, including option structures. Assess implementation alternatives based on expected return, asymmetry, carry, liquidity, timing, catalysts, downside risk, implementation complexity and fit within the broader portfolio.
  • Monitor portfolio positions and investment ideas by tracking performance, exposures, risks, catalysts, thesis indicators and relevant market developments. Support portfolio management activities, including position sizing, portfolio construction, performance tracking and adherence to investment guidelines and risk budgets.
  • Undertake ad hoc investment research on macroeconomic and cross-asset themes that may support the team or broader investment activities across HOOPP.
  • Coordinate with internal stakeholders, including investment, operations, legal, risk and other teams, to support the execution and ongoing management of investment activities.
  • Communicate conclusions and recommended actions clearly, using the format best suited to the investment decision, including discussions, models, dashboards, concise research notes and presentations.

 

Required skills / Experience

What you bring:

  • Completion of a university degree in Finance, Economics, Business Administration, Mathematics, Statistics, Engineering, Data Science, or another relevant discipline. Interdisciplinary or dual-degree backgrounds are welcome, as are candidates who have developed a comparable combination of investment, analytical and technical capabilities through their professional experience.
  • 2 to 5 years of relevant experience on a global macro or thematic investment team, or in another public-markets role involving investment research, cross-market analysis, idea generation and portfolio decision-making. Experience translating macroeconomic, policy and industry developments into actionable ideas across asset classes is preferred.
  • Strong organizational skills and a structured approach to investment decision-making, combined with the judgment and adaptability to operate effectively in a fluid environment and balance multiple, changing priorities.
  • A high degree of initiative and ownership, demonstrated through a proactive approach to driving work forward, together with a strong interest in cross-asset investing.
  • Excellent investment research skills, including the ability to frame a question, develop a testable thesis, identify the most important drivers and catalysts, distinguish signal from noise and revise conclusions when the evidence changes.
  • Strong quantitative capabilities and practical knowledge of statistics, econometrics, time-series analysis or applied machine-learning methods. Proficiency in Python and Excel.
  • Demonstrated proficiency in applying AI tools in research and workflow development.
  • Strong judgment, intellectual curiosity and attention to detail, with the ability to maintain analytical rigour under time pressure.
  • Strong oral and written communication skills, with the ability to work effectively in a collaborative team environment.
  • A high degree of professionalism, integrity and accountability.
  • Completion of, or progress toward, a professional designation such as the CFA is considered an asset. Relevant graduate-level technical or quantitative training may also be
Associate, Cross-Asset Thematic Investing
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How to Apply

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Associate, Cross-Asset Thematic Investing