Manager, Management Reporting - Ontario Teacher's Pension Plan (OTPP) - Toronto, ON
(2024-01)
Support Private Capital portfolio managers with portfolio‑level reporting, exposure monitoring, scenario analysis, performance insights, and risk analytics, directly aligned with structured credit portfolio management responsibilities such as monitoring exposures, liquidity, leverage, and guideline compliance.
- Produce high‑quality performance attribution reports for the Global Credit team, providing senior leadership with clear decomposition of returns across carry, credit‑spread movements, interest‑rate impacts, sector trends, and issuer‑level drivers.
- Deliver insights that support portfolio positioning, risk assessment, and relative‑value decisions across credit instruments and market environments.
- Led the design and implementation of an end‑to‑end analytics solution integrating finance, risk, and third‑party datasets to support portfolio construction analysis (sector exposure vs. benchmark, performance attribution, ESG analytics), strengthening data‑driven decision processes and governance.
- Improved data quality and workflow efficiency for investment‑related fees and recurring deliverables, supporting more reliable forecasting and capital management processes consistent with the role's capital allocation responsibilities.
Data Analytics Manager, Private Capital - Ontario Teacher's Pension Plan (OTPP) - Toronto, ON
(2019-01 - 2024-01)
- Built the Long‑Term Cash Forecasting dashboard in Power BI for Treasury and Total Fund Management, enabling efficient deployment of liquidity across the total fund. Integrated data from external APIs, on‑prem databases, and deal‑team Excel inputs.
- Designed and implemented a standardized survey framework to capture trader and deal‑team feedback on counterparties and portfolio companies; delivered interactive dashboards for senior leadership to monitor YoY rating changes and KPI trends.
- Developed a carbon exposure model and data visualization report on both public and private companies for high convention equity team using Python, SQL and Power BI.
- Partnered with senior management to evaluate enterprise analytics platforms (Snowflake, Databricks, Alteryx) and assess investment data vendors for funds and sustainable investing, contributing to long‑term data strategy and platform modernization.
- Collaborated with portfolio managers to conduct data analysis and generate trade signals for crude oil futures, automating signal generation using demand, supply, inventory, and market data from external vendors (IEA).
Data Modeler, Analytics Platform - Ontario Teacher's Pension Plan (OTPP) - Toronto, ON
(2017-01 - 2019-01)
- Designed data models for key subject areas such as financial instruments, transactions, holding and valuations for Enterprise Data Warehouse (EDW).
- Collaborated with solution engineers and business analysts to gather and define requirements for data management, processing, and orchestration for data platform (Markit EDM).
Analyst, Credit Risk - BMO FINANCIAL GROUP - Toronto, ON
(2015-01 - 2017-01)
Collaborated on two projects which included Credit Risk Data Reporting and Aggregate Exposure Linking and Reporting projects to deliver a comprehensive view of credit risk and counterparty risk across all lines of businesses and create a single point of access for all credit risk data.
- Collaborated with solution engineering and cross-functional risk analytics teams to strategize and execute monitoring and alerting systems aimed at identifying data anomalies and risk limit breaches within daily data.
- Clarified and documented detailed business requirements, collaborating with the technology team to facilitate the creation of ad-hoc deliverables for routine daily and monthly releases.
- Developed and implemented an RWA (Risk-Weighted Assets) calculator within the Netezza platform, aligning with Basel II/III RWA calculation methodologies across multiple significant asset classes.
- Conducted thorough high-level data analysis to capture and document technical specifications.
- Designed and managed data model for the data warehouse utilizing ER studio, and Power Designer.
