Analyst, Private Markets

**OUR COMPANY BACKGROUND & CULTURE**
The UPP is a new, jointly sponsored pension plan that serves all active, retired, and deferred members and beneficiaries of the six current pension plans of the participating institutions - Queen’s University, the University of Guelph, the University of Toronto, and Trent University. UPP serves more than 35,000 members and manages assets of approximately $10.5 billion. The UPP is an exciting and ground-breaking pension start-up, intended to help enhance the long-term sustainability of defined benefit pension plans in the university sector for generations to come. Drawing on the decades of experience of our predecessors, our commitment is to protect the stability of our members’ pensions and deliver service excellence to our members and employers.
As a long-term investor, we recognize that environmental, social and governance (ESG) factors support risk management and value creation. As stated in our Responsible Investing Policy, we are committed to incorporating ESG considerations into our investment management activities and we collaborate with other industry participants in the promotion of a sustainable economy and society.

Our people drive performance. We live a commitment to diversity, equity, and inclusion - across race, place, gender expression, sexual identity, and cultures. The ability to bring your whole self to work drives performance. We actively look for talent that shares this commitment to inclusion and connectedness.

*
THE ROLE*
As part of a growing and dynamic investment team, the Analyst, Private Markets will play a key role in all areas of the development of UPP’s Private Markets asset management and portfolio monitoring responsibilities. Reporting to the Associate Director, Private Markets, the individual will be responsible in providing high-quality analytical support and expertise to the organization.

This is an exciting opportunity for a driven analyst with a keen eye for detail to join a team of high performing professionals and make a significant impact.

UPP is based in Toronto’s financial district and has a hybrid work model (~2 days / week in office).

*
SPECIFIC ACCOUNTABILITIES*
- Assist in active asset management of existing Private Markets investments and provide support in analyzing and evaluating asset management related activities and proposals.
- Participate in meetings and facilitate continuous correspondence with existing investment managers to contribute to the development of relationships.
- Conducts monitoring of performance and risk of the Private Market investments to ensure up-to-date knowledge of the portfolio.
- Assist in preparation of performance reporting for internal and external distribution purposes including regular and ad hoc meetings, investment committee meetings, and annual reporting.
- Facilitate internal collaboration with teams that work closely with the Private Markets team including investment finance and operations, responsible investing, risk management, legal, tax, compliance, treasury, and other teams as applicable.
- Maintenance and development of data and systems related to Private Markets in collaboration with data, analytics, and operations teams
- Prepare forecasting analysis for the Private Markets portfolio.
- Assistance in developing policies, frameworks, and strategy for Private Markets, as applicable.
- Provide analysis, research, and support to all aspects of the Private Markets portfolio.
- Integrate environmental, social and governance (ESG) considerations into the asset management processes and stewardship practices.
- Contribute to UPP’s reputation as a respectful employer, partner, and participant in the financial sector.
- Collaborate with other industry participants to promote a sustainable economy and society.
- Other duties as required.

*
QUALIFICATIONS & EXPERIENCE*
- An undergraduate degree in a relevant discipline.
- Possessing or pursuing an MBA, CFA, CPA, CBV, CAIA or any other relevant professional designation would be an asset.
- Minimum of 1-3 years of experience in asset management, investment finance or operations, pension industry, or international accounting firms, with experience in private markets investments or projects.
- Able to work in a multi-faceted stakeholder environment and aspire confidence in a broad range of constituencies through a proactive, respectful, and accessible communication style.

**ATTRIBUTES**
- High degree of self-motivation and professionalism.
- Ability to prioritize and manage multiple projects in a time sensitive manner.
- Excellent relationship building and conflict resolution skills.
- Demonstrated leadership abilities.
- Excellent interpersonal and verbal communication skills.
- A collaborative approach to understand and respond to organizational needs and partner with various organizational and control functions.
- High degree of professional ethics and integrity.
- Strong commercial and strategic judgment.
- Alignment with UP