Investment Operations · Strategic Leadership

Hello,
I'm Aubrey.

Strategic, results-driven professional with 15+ years at one of Canada's most complex institutional investors — transforming operational challenges into scalable solutions through big-picture thinking and meticulous execution.

15+
Years institutional experience
$2M+
Cost savings delivered
90%
Process time reductions
Explore my strengths Let's connect
Selected highlights
Core strengths

What I do
exceptionally well.

Across 15 years at a major pension fund, six capabilities defined how I created value — and how I'll continue to create it. These aren't just skills listed on paper; they're backed by measurable, documented outcomes at significant institutional scale.

⚙️
Process Transformation
I see inefficiency as opportunity. I design, build, and scale operational frameworks that eliminate manual work, reduce risk, and create lasting capability — even in complex, regulated environments.
→ 83% cut in annual processing time · 98% reduction in compliance onboarding · 50% of due diligence processes automated
🔗
Cross-functional Leadership
I coordinate across silos — legal, compliance, trading, technology, executive teams — to align stakeholders and drive large-scale initiatives forward. I influence without direct authority and build buy-in that sticks.
→ 10+ teams on Trade Room modernization · 3 investment teams onboarded · Cross-functional alignment secured at every level
🧭
Strategic Communication
I distill complexity into clarity — synthesizing large volumes of operational and governance data into concise communications that enable executive decision-making. Received 100% positive feedback from senior leadership.
→ Quarterly reporting to CIO and department heads · 100% positive senior leadership feedback · 60+ investment professionals trained globally
📐
Risk & Governance Design
I build controls, monitoring programs, and governance frameworks that actually work — reducing compliance risk, improving accuracy, and creating accountability structures that scale with the organization.
→ 95% YoY reduction in incorrect user access · <2% policy outliers year-over-year · 100% adherence to onboarding timelines
🚀
Vendor & Partner Management
I transform external relationships from transactional to strategic — building incident tracking, refreshing communication plans, and setting service delivery standards that measurably improve performance.
→ 130% improvement in vendor service delivery in one year · $2M+ in fund cost savings · New SLAs established with fund managers
📊
Data & Analytics Infrastructure
I build data foundations organizations rely on — repositories, dashboards, and analytics tools that enable self-serve decision-making and replace ad-hoc reporting with scalable, accurate systems.
→ Self-serve data management for 5+ functional teams · Integrated dashboards driving 90% faster reviews · Centralized fund term repositories
Impact

Numbers that
tell the story.

These aren't approximations — they're the measurable outcomes from 15 years of disciplined execution inside one of Canada's largest institutional investors.

16
Years of progressive experience at OTPP and MGI Securities
50+
Institutional fund managers onboarded through built infrastructure
90% reduction
Analytics · Investment Operations
Transaction Verification Time
Launched an analytics tool enabling investment teams to independently perform transaction verification checks against internal policy limits — eliminating dependency and dramatically accelerating the review cycle.
AnalyticsWorkflow AutomationSelf-Serve Tools
83% reduction
Transformation · Trade Room
Annual Processing Time — Trade Room Modernization
Led operationalization of the controls authorization process for a 5-year Trade Room modernization project across 10+ teams and 5 asset classes. Reduced process steps by 45% and cut annual processing time by 83%.
Program LeadershipProcess DesignChange Mgmt
98% reduction
Compliance · Onboarding
Compliance Onboarding Time
Managed the automated rollout of compliance onboarding materials globally — adopted by 100% of new investment hires within their first 30 days. Reduced onboarding time by 98% over six months.
ComplianceAutomationGlobal Rollout
130% gain
Vendor Management
External Vendor Service Delivery
Transformed the external vendor liaison model by introducing incident tracking, refreshing the communication plan, and resetting service delivery standards — achieving 130% improvement in one year.
Vendor RelationsService DesignGovernance
$2M+ savings
Due Diligence · Cost Optimization
Fund Cost Savings from Due Diligence Review
Conducted on-site due diligence and analysis of managed account platforms. Delivered optimization recommendations generating $2M+ in fund cost savings while improving communication workflows and establishing fund reporting SLAs.
Due DiligenceCost OptimizationSLA Design
95% YoY cut
Risk Controls · Access Management
Incorrect User Access — Year-over-Year
Performed reconciliations of trade authorizations and user access, introduced interim controls, and developed an incident tracking and metrics system. Eliminated manual errors and achieved a 95% YoY reduction in incorrect access.
Risk ControlsAccess MgmtMetrics
300hrs / year
Operations · Automation
Hours Saved Through Due Diligence Automation
Strategized, selected, and implemented a due diligence vendor solution — digitizing questionnaires and automating 50% of manual processes — saving over 300 hours annually through streamlined data collection.
Vendor SelectionProcess AutomationData Mgmt
Career

Where I've
built this.

Sixteen years of progressive experience — from alternative investments infrastructure through trading controls, operations transformation, and investment lifecycle management at one of Canada's foremost institutional investors.

Senior Associate / Manager, Investment Lifecycle Management
Ontario Teachers' Pension Plan · Toronto, Canada
2022 – 2025
Optimized transaction workflows, centralized dashboards and reporting, and drove program expansion by 75%.
  • Launched analytics tool enabling investment teams to independently verify transactions against policy limits — reducing review time by 90%
  • Implemented due diligence vendor solution, digitizing questionnaires and automating 50% of manual processes — saving 300+ hours annually
  • Expanded external fund manager program operating model to three investment teams with full cross-functional buy-in and defined success metrics
  • Evolved vendor relationships by transforming the liaison model — improving service delivery by 130% in one year through incident tracking and refreshed communication plans
  • Designed training plan and coached junior team members and incoming leadership — reducing transition time by 40%
  • Envisioned and executed inaugural Orange Shirt Day event, creating impactful cultural engagement for 220+ attendees
Program MgmtAnalyticsVendor MgmtProcess OptimizationTeam Leadership
Senior Associate, External Manager Operations – Trade Room Controls
Ontario Teachers' Pension Plan · Toronto, Canada
2018 – 2022
Streamlined process management, standardized governance frameworks, and reduced execution time by 66% during the 2020 liquidity event.
  • Implemented standard onboarding procedures scaled across multiple MAPs — improving process clarity by 30% and ensuring 100% adherence to timelines
  • Managed complex on- and off-boarding for remote cross-functional teams, processing an additional 50% in transaction volume
  • Built integrated fund term and document repository enabling self-serve analytics for 5+ functional teams
  • Led Trade Room modernization across 10+ teams and 5 asset classes — reduced process steps by 45% and cut annual processing time by 83%
  • Chaired department-wide Engagement Committee — launched newsletter and team-building programs for 180+ remote colleagues
Trade ControlsGovernanceTransformationCross-functional Coordination
Analyst, Investment Operations
Ontario Teachers' Pension Plan · Toronto, Canada
2014 – 2018
Drove process efficiency improvements and increased transparency across the External Manager Program and Trading Room Centralization initiatives.
  • On-site due diligence on managed account platforms — recommendations generated $2M+ in fund cost savings and established reporting SLAs
  • Managed automated compliance onboarding rollout adopted by 100% of new investment hires globally; reduced time by 98% over 6 months
  • Designed and delivered quarterly governance training for 60+ investment professionals across global offices
  • Synthesized governance reporting for CIO and department heads — received 100% positive feedback for clear, actionable communications
  • Achieved 95% year-over-year reduction in incorrect user access through reconciliation and controls design
Due DiligenceComplianceRisk ControlsExecutive Reporting
Investments Coordinator, Controls – Alternative Investments
Ontario Teachers' Pension Plan · Toronto, Canada
2009 – 2014
Designed and delivered infrastructure, workflows, and controls for a multi-billion-dollar external manager program — onboarding 50+ institutional fund managers.
  • Built end-to-end due diligence questionnaire process for 50+ fund managers — 100% completion within deadlines
  • Introduced restriction attestation and monitoring workflows enabling proactive risk mitigation of trading breaches
  • Developed ongoing monitoring program for annual manager reviews — <2% policy outliers year-over-year
  • Initiated monthly cash flow and liquidity reporting, enabling better senior management decisions on capital budgeting
Alt InvestmentsFund MgmtDue DiligenceControls Design
Sales Assistant
MGI Securities Inc. · Toronto, Canada
2007 – 2009
Accelerated promotion across multiple functions to become sales assistant to the founder of a boutique investment advisory firm serving high-net-worth portfolios.
  • Progressed rapidly from administration to supporting multiple investment advisors — strong learning agility in a fast-paced financial environment
  • Executed high-volume client requests: fund transfers, FX trades, margin requirements, and new market event communications
HNW ClientsCapital MarketsClient Service
Transferable skills

What travels
with me.

Operations & Process
  • Process optimization & centralization
  • Workflow automation & design
  • Operational framework development
  • Program & project management
  • Change management
Risk & Governance
  • Risk controls design & monitoring
  • Compliance program management
  • Due diligence frameworks
  • Policy governance & adherence
  • Audit & incident tracking
Stakeholder & Communication
  • Executive & board reporting
  • Cross-functional coordination
  • Vendor relationship management
  • Training design & delivery
  • Strategic communications
Data & Analytics
  • Data repository design & management
  • Dashboard & reporting centralization
  • Analytics tool development
  • Self-serve data infrastructure
  • Metrics & KPI frameworks
Investment Operations
  • Hedge funds & alternative investments
  • Separately managed accounts
  • External fund manager programs
  • Trade room controls
  • Liquidity & capital reporting
Leadership
  • Team building & coaching
  • Engagement & culture initiatives
  • Stakeholder buy-in & alignment
  • Cross-functional influence
  • Mentorship & knowledge transfer
Education & credentials

The foundation
underneath.

🎓
Specialized Honours B.A., Global Political Studies
York University
Dean's Honour Roll · 2007 · Economics, international trade & global governance foundation
📋
Certificates in Project Management & Enterprise Risk Management
University of Toronto, Continuing Studies
Formal grounding in structured project delivery and enterprise-wide risk frameworks
📈
Canadian Securities Course, CPH & Investment Representative Training
Canadian Securities Institute
Conduct and Practices Handbook · Investment Representative Training · Capital markets credentials
Let's talk

Ready for what's
next.

I'm seeking strategic roles where operational excellence, institutional knowledge, and cross-functional leadership create real organizational impact — in investor relations, strategy & governance, communications, or operations leadership. I bring 15+ years of proven, measurable execution from one of Canada's most complex institutions.

Send me a note → View LinkedIn Download résumé
"I don't just run operations — I redesign them."
  • 15+ years at one of Canada's most complex institutional investors (OTPP)
  • Track record of measurable impact — from 90% time reductions to $2M+ cost savings
  • Global Political Studies & economics foundation — policy and financial literacy built in
  • Project Management and Enterprise Risk Management credentials (U of T)
  • Proven ability to lead and align cross-functional teams without direct authority
  • Trusted communicator to CIO and department heads — 100% positive feedback
  • Open to investor relations, strategy, governance, and operational leadership roles