Intern Analyst, Investments

4 weeks ago


Toronto, Canada University Pension Plan Full time

**OUR COMPANY BACKGROUND & CULTURE**

UPP is a ground-breaking jointly sponsored pension plan tailored by and for Ontario’s university sector. Today, we manage $11.8 billion in pension assets and proudly serve over 37,000 working and retired members across four universities and 12 affiliate organizations. Our commitment is to protect the security and sustainability of our members’ pensions while delivering service excellence to our members and employers. UPP is a sector-wide plan designed for growth - our doors are open to all Ontario universities.

Our people are the heart of our organization. Together, we are creating a purpose-driven and inclusive workplace focused on a culture of teamwork, collaboration, and respect — for one another and the world around us. We’re looking for passionate individuals seeking a rewarding career and opportunities to build and shape an exciting new organization with a clear purpose, and who share our core values of integrity, inclusivity, ingenuity, and impact.

UPP has adopted a Hybrid Work Model which allows staff the flexibility to work remotely with the opportunity to work in person at the office ~2 days a week. Our office is located in downtown Toronto.

**THE ROLE**

We are actively looking for an Intern Analyst, Investments (Public Markets), to join our team in May 2023, for a 4-month internship (May 2023 - August 2023) or 8-month internship (May 2023 - December 2023). The incumbent will be responsible for helping support and develop the management of the public markets portfolio, with a specific focus on building, improving and data feeding monitoring tools. This role will be involved in manager review and due diligence meetings.

This is a fantastic opportunity for an undergraduate or graduate student to gain valuable work experience in a fast-growing, dynamic environment while being a part of a new pension plan.

**SPECIFIC ACCOUNTABILITIES**:

- Analyze and assess detailed manager and financial information
- Perform quantitative analysis on managers to inform manager evaluation and portfolio construction
- Participate in manager review and due diligence meetings
- Partner with other members of the Investment team to assist in documentation review, systems setup, implement business processes and technology solutions
- Conduct ad-hoc analysis to support key investment decisions

**QUALIFICATIONS & EXPERIENCE**:

- Pursuing an undergraduate or Masters’ degree, in Business, Commerce, Finance, Computer Science, Mathematics, Engineering, or a related field
- Must be currently enrolled in post-secondary education
- Proficient in Python and advanced skills in Excel
- Passion for finance/investment

**ATTRIBUTES**:

- Independent problem solver
- Analytical, adaptive, multi-tasker, who has a strong work ethic and leadership skills
- High degree of self-motivation and professionalism
- Strong oral and written communication skills
- Detail oriented with great statistical and quantitative skills

**PERSONALITY TRAITS**:

- Self-driven
- Humility
- Strong work ethic
- Passion for learning
- Empathetic
- Collaborative
- Authentic
- Personable
- Confident

**Job Types**: Internship, Apprenticeship



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