Investment Associate, Private Capital

5 days ago


Toronto, Canada Ontario Teachers' Pension Plan Full time

Investment Associate, Private Capital - FIG

The opportunity

We are seeking an Associate for our Private Capital (“PC”) team. Based in Toronto, you will be an integral part of the team focused on direct investments in North America. You will play a key role in evaluating potential investment opportunities, executing transactions, and handling existing portfolio investments that make up our Financial Services strategy. You may also support transactions with the TMT team or the Healthcare team as required.
- Who you'll work with- In your new role, you will have the opportunity to collaborate with a number of professionals including other members of OTPP in Toronto, London, Hong Kong & Singapore and outside professionals such as management teams of our assets, investment bankers, board directors and lawyers.- The Financial Services Team invests across the financial services sector with a focus on property and casualty insurance, asset and wealth management, specialty finance, financial technology and services businesses.- The Equities department is comprised of: Private Capital Industry Groups, the Global Funds Team, the High Conviction Equities Team and the Portfolio Management Team. The department's mission is to deliver growth through investments in both private and publicly traded entities.- What you'll do- Your time will be spent evaluating new investments and determining whether the company represents an attractive investment opportunity. Among other things, the analysis of investments includes conducting industry and company research, managing third-party advisors, building sophisticated financial models, arranging debt financing, reviewing legal documents, reviewing and analyzing due diligence materials, and preparing internal support materials and written recommendations to PC’s Investment Committee.- Once a transaction has been completed, you will remain involved with the business, potentially attending board meetings as an observer, and will work with the management team and the board of directors to implement value-enhancing initiatives. In addition, you will work directly with management on various initiatives as required, including with respect to mergers and acquisitions, debt refinancings, budgeting and other strategic projects.- You will get to play an active role in assisting in and identifying target investment sectors and generating proprietary deal flow in specific sectors. Activities will include conducting desk research, working with bankers and consultants, and attending conferences. You will also assist in building and maintaining relationships with fund partners.- What you'll need-
- Min. 2 years related work experience (such as private equity, investment banking, or M&A Advisory)
- An undergraduate or graduate degree from a university with a focus on business / finance / accounting / investment analysis
- CFA and / or other meaningful designations are considered a strong asset
- Solid financial modelling (LBO/DCF) and valuation skills
- Very strong analytical and quantitative skills and ability to perform in-depth, creative, critical analysis
- Deep understanding of fundamental investment analysis
- Experience in the investment process, including conducting due diligence, arranging debt financing and negotiating documentation
- Ability to develop a good knowledge of the economic/business characteristics, conditions and trends of a broad range of industries
- Good communications skills, both oral and written, with solid presentation skills
- Great teammate with strong interpersonal skills, able to establish and build relationships
- Self-motivated, and possess unquestioned personal and professional integrity
- Ability to meet tight timelines and operate in a highly complex and demanding work environment
- Ability and willingness to travel internationally- What we're offering-
- Pay for performance environment that offers competitive salary and incentive
- Numerous opportunities for professional growth and development
- Comprehensive employer paid benefits coverage
- Retirement income through a defined benefit pension plan
- A flexible/hybrid work environment combining in office collaboration and remote working
- Competitive time off
- Discount programs including Edvantage and Perkopolis
- Degreed: a digital platform that helps you quickly and easily discover, share, and track various learning resources — from courses to videos to articles and more.- At Ontario Teachers', diversity is one of our core strengths. We are a globally minded organization and take pride ensuring that the people we hire and the culture we create reflect and celebrate diversity of thought, background and experience. Through our Inclusion & Diversity Employee Resource Groups (ERGs) events, celebrations, we offer a variety of opportunities for colleagues to connect for the purposes of professional development and networking & mentoring.- How to apply-
- Accommodations are available upon request- Note tha



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