Associate, Fund Investments

5 months ago

Toronto, Canada Wittington Full time

**Location**:
22 St. Clair Avenue East, Toronto, Ontario, M4T 2S7

**About Us**

Wittington Investments, Limited, a private Canadian company, is the holding company of the Weston group of companies, which includes George Weston Limited, Loblaw Companies Limited and Choice Properties REIT.

George Weston Limited is a Canadian public company, founded in 1882. George Weston has two operating segments: Loblaw Companies Limited, Canada’s largest food and drug retailer and a provider of financial services, and Choice Properties Real Estate Investment Trust, Canada’s largest and preeminent diversified REIT. With over 200,000 employees working at George Weston and its operating segments, the group of companies represent one of Canada’s largest private sector employers.

**Associate, Fund Investments**

**About Us**:
Wittington Investments, Limited, is the holding company of the Weston group of companies, which includes George Weston Limited, Loblaw Companies Limited and Choice Properties REIT. The firm’s private investment arm manages a global, diversified portfolio of funds and sector-focused direct investments.

**The Opportunity**:
Wittington Investments is looking to strengthen and grow its investment team with the addition of an Associate, Fund Investments. Reporting to the Director, Fund Investments this investment professional will be part of a small, entrepreneurial investment team supporting external manager selection across public and private markets.

**Duties & Responsibilities**:

- Identify and validate attractive investment strategies and individual opportunities that best align with Wittington’s investment strategy.
- Prepare and maintain complex financial and statistical models to support investment decision making and monitoring processes.
- Prepare initial drafts and finalize due diligence and investment recommendation memos, incorporating feedback from the relevant team members.
- Establish and maintain strong working relationships with external vendors and fund managers. Record and organize documentation relating to meetings with investment managers.
- Develop and keep abreast of industry developments, market research on relevant investment funds utilizing internal and external research tools.
- Special projects, as assigned.

**Qualifications, Skills & Experience**:

- University degree in Statistics, Business, Economics, Mathematics, or a related field is required. CFA and/or CAIA designation (or working towards the designation) an asset.
- 2-5 years’ experience with a well-reputed asset manager, investment consultant or equivalent role.
- Broad knowledge of a wide variety of asset classes including private equity, private credit, public equities, fixed income and other alternative investments (including, but not limited to, hedge funds, real estate and infrastructure).
- Experience with external managers including the ability to evaluate manager skill and strength of investment strategy and to analyze performance in the context of risk. Ideally, this will include experience with risk management systems and analytical tools used in the manager selection and monitoring process.
- Excellent team player with project management capabilities.
- Strong analytical, problem-solving and presentation skills.
- Seeks continuous improvements and efficiencies in workflows.
- Highly organized and efficient, ability to work independently and manage both workload and deliverables.
- Excels in a fast pace, evolving environment that encourages innovative thinking and hard work.

**What We’re Offering**:

- A friendly, collaborative, and inclusive culture
- Tuition Reimbursement & Training to help you develop to your full potential.
- Hybrid Workplace (In Office 3 days/ week)
- Flexible Benefits from the day you join.
- Wellness programs and initiatives
- Wittington Investments, Limited is an equal opportunity employer committed to promoting a diverse and inclusive workplace. We know our success depends on the perspectives and contributions of all our employees. Diverse backgrounds and experiences make our business stronger._
- We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted._

**Number of Openings**

1

Wittington recognizes Canada’s diversity as a source of national pride and strength. We have made it a priority to reflect our nation’s evolving diversity in the people we hire, and the culture we create in our organization. Accommodation is available upon request for applicants and colleagues with disabilities.

In addition, we believe that compliance with laws is about doing the right thing. Upholding the law is part of our Code of Conduct - it reinforces what our customers and stakeholders expect of us.

For more information, please visit and follow us on LinkedIn or Indeed

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