Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Justin Rash

Toronto

Summary

Dynamic finance professional with extensive experience in financial modeling, market research, and risk assessment. Proven ability to leverage analytical skills to deliver insightful investment recommendations that drive strategic decision-making. Recognized for cultivating collaborative environments and consistently achieving exceptional results in fast-paced settings. Committed to enhancing organizational performance through data-driven insights and innovative problem-solving.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Manager, Investments

CAA Club Group
06.2023 - Current
  • Company Overview: P&C Insurance Company, ~$2.5 billion in AUM
  • Conducted due diligence and manager research for all portfolio holdings across public and private assets. From introduction to new assets classes such as private credit, evaluation of fit with strategic allocation, impact on portfolio and capital efficiency.
  • Received investment committee approval, created FX hedging program 2% outperformance.
  • Create analytics and tools with risk and actuarial teams covering VaR, stress testing, and enhancing risk frameworks. Avoided losses in early 2025 while outperforming over the past year and providing live updates to IC.
  • Synthesize diverse and complex investment data into strategic decisions that drive portfolio performance.
  • Developed Portfolio analytics showcasing major sources of returns and process to support returns reinforcing current SIPP. In combination with capital charge analytics reinforced recommendations for new and portfolio construction.
  • Created reporting covering performance, risk, liquidity, compliance, trading, and market commentary.
  • Led investment response to regulation change including B-15 and ESG regulation from OSFI.

Investment Risk Research

Investment Management Corporation of Ontario
05.2022 - 06.2023
  • Company Overview: Pension Plan covering provincial entities, ~$73 billion AUM
  • Reviewed alternative (real estate, private equity, private debt and infrastructure) funds and co-investments from risk lens and worked with deal teams on due diligence presentations for the Investment Committee.
  • Primary contact for real estate and supported private equity, infrastructure and private debt.
  • Touchpoint between with multiple teams on projects such as benchmark change analysis, liquidity coverage and management, new analysis requests, market environment commentary.
  • IT/data management, performance, deal teams, risk reporting, portfolio construction, legal and external parties.
  • Work with performance and data management for quarterly reporting.
  • Downside analysis for new potential investments from working with deal teams on their financial models.
  • Changing risk system from BarraOne to Risk Manager, led track on stress testing.

Investment Consultant

Telus Health
04.2019 - 04.2022
  • Company Overview: Investment consulting team covering Canada, formerly Morneau Shepell
  • Engaged with clients on topics covering manager research, performance reporting, risk, asset allocation, portfolio construction, ESG, market landscape, investment policies and defining portfolio objectives.
  • Clients: pension plans, endowments, universities, insurance, first nations etc.
  • Presented manager research / due diligence across asset classes alternative assets including real estate, infrastructure, private debt, private equity, public including equity, fixed income, LDI.
  • Created firm ESG evaluation rating process.
  • Led client investment committee meetings on performance reporting, due diligence, risk, portfolio construction and liquidity.
  • Cultivated client relationships and internal connections to understand and meet client investment objectives.
  • Updated governance documents and polices, SIP&P, IPS, for various clients to include new regulations, ESG, etc.

Investment Associate

Baha’i World Centre
05.2015 - 03.2019
  • Company Overview: UN recognized NGO with over 5 million members across 188 countries and staff of 700+
  • Led team to manage $1 billion multi-asset endowment fund; portfolio construction, asset allocation, reporting, presenting research, evaluating new investment opportunities, investment policies and examining current market landscape.
  • Net annualized 2.5% above benchmark with lower risk, Sharpe 1.7.
  • Presented research and recommendations to the Investment Committee on strategic asset allocation, portfolio positioning and performance reporting, manager due diligence, risk management, ESG, liquidity, current market environment.
  • Manager research lead on alternatives (real estate, private equity and hedge funds), supported team on equity (US, Europe, Global, EM) and fixed income.
  • Prepared monthly reporting including performance, risk and market commentary and controls to ensure accuracy.
  • Worked with investment managers, counter-parties, data/analytics providers and compliance to identify investment opportunities and properly describe the return/risk of these investments to provide a clear framework for risk adjusted returns.

Consultant

NxKnowledge
06.2014 - 05.2015
  • Company Overview: Toronto-based change management consulting firm
  • Assisted with consulting projects for Canadian pension funds and financial institutions.
  • Prepared presentations, found and researched relevant data/information sources to create client materials.
  • Worked with car dealerships to increase profitability and identify areas to further examine, prepared presentations.

Multi-Asset Analyst

Russell Investments
06.2013 - 05.2014
  • Company Overview: Global asset management firm providing multi-asset investment solutions
  • Analyzed global multi-asset multi-manager portfolios; risk and return drivers to inform and support portfolio manager; covering equity (US, Europe, Emerging Markets). Global fixed income and alternatives.
  • Made recommendations on $5 billion in multi-asset portfolios on portfolio construction, asset allocation, investment manager selection, overlay and downside protection strategies utilizing futures, swaps and options strategies.
  • Partnered with multiple teams to provide risk, performance, ESG and liquidity reporting and controls to ensure accuracy.
  • Created presentations, white papers and client reports utilizing portfolio analytics.

Education

MSc - Finance

HEC Paris
05.2013

BComm - Finance

University of Alberta
12.2011

Skills

    Due Diligence

    Strategic Asset Allocation

    Portfolio Construction

    Multi-asset class

    Risk Management

    Performance Analytics

    Cross-functional teamwork

Languages

English
Native or Bilingual
French
Limited Working

Certification

CFA, FRM, ARPM

Timeline

Manager, Investments

CAA Club Group
06.2023 - Current

Investment Risk Research

Investment Management Corporation of Ontario
05.2022 - 06.2023

Investment Consultant

Telus Health
04.2019 - 04.2022

Investment Associate

Baha’i World Centre
05.2015 - 03.2019

Consultant

NxKnowledge
06.2014 - 05.2015

Multi-Asset Analyst

Russell Investments
06.2013 - 05.2014

BComm - Finance

University of Alberta

MSc - Finance

HEC Paris

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Justin Rash