Senior Analyst/Associate, Private Equity Business Management

2 weeks ago


Toronto, Canada CPP Investments Full time
Job Description

The Private Equity (PE) department is responsible for all CPP Investments’ private equity investments globally, excluding real assets.  By investing in funds, secondaries, and directly in private equity, we seek opportunities to build a global, diversified portfolio that will outperform comparable passive public alternatives over the long term. The Private Equity Business Management group leads business management activities that support the operations of the investment department in an efficient and effective manner.

We are recruiting a Senior Analyst/Associate, Business Management within the PE department based in Toronto. The role will support key processes and deliverables related to the investment process, governance and compliance, internal and external communications, reporting, departmental procedures, IT systems and business continuity.

The ideal candidate will possess strong analytical and business writing skills, investment knowledge, and is an enthusiastic problem solver.  In this role, it is critical to be able to multitask and work well under pressure, learn systems and processes, possess a strong attention to detail and an ability to collaborate effectively across multiple stakeholders and departments. The successful candidate will be a self-starter and an active listener, who asks questions to attain clarity and can develop concise communication to be shared both internally and externally.

 Role-Specific Accountabilities:

Business Management/Operations:

  • Update and maintain department policies and procedures, and handle related inquiries
  • Manage communication updates for external and internal websites, pitchbooks, etc.
  • Manage the due diligence closing file process, other document management processes and information requests
  • Coordinate departmental deal pipeline data requirements for PE
  • Manage the coordination of departmental data requirements (e.g. holdings data, market data and subscriptions)
  • Support Enterprise-wide change initiatives e.g. Workplace Technology, Facilities and Office Services and Enterprise Risk
  • Support internal audit requests for the PE department
  • Represent PE on the Business Continuity Management team and maintain PE’s Impact Plan
  • Contribute to the on-going effort to expand department-wide knowledge sharing and collaboration including efficient access to data used by the investment teams
  • Coordinate user requirements gathering and provide testing support for new departmental systems and tools
  • Support internal investment committee processes and investment-approval related activities
  • Act as back up investment committee secretary if required
  • Other relevant duties and projects as assigned

Portfolio Analytics/Monitoring:

  • Assist in the preparation of management reports and portfolio analysis
  • Support deal teams with aggregating and reporting on key metrics to monitor investment performance
  • Contribute to the ongoing collection, oversight and review of critical data elements relevant to portfolio holdings
  • Perform additional analysis in support of portfolio monitoring activities
  • Execute on ad-hoc reporting and analysis to support business management and investment decisions
  • Understand various platforms and business intelligence tools to retrieve data as well as guide/train investment professionals to become self-serve

Qualifications

  • Undergraduate or graduate degree in a relevant discipline such as Finance, Commerce, Business, Accounting or Economics
  • 2-5 years of finance and /or investment related experience; private asset experience is considered an asset
  • Solid understanding of the investment industry, in particular knowledge and understanding of operations and processes is an asset
  • Ability to quickly grasp new concepts and work in a high-performing culture
  • Highly organized, proven attention to accuracy and detail and an ability to produce high-quality work under pressure and with time-sensitive deadlines
  • Strong analytical and financial reporting skills; ability to solve multi-dimensional problems
  • Excellent oral and written communication skills with the ability to build relationships effectively across all levels
  • Self-motivated, flexible and adaptable to changing priorities and new challenges
  • Proven ability to work independently as well as to perform effectively in a team-oriented environment
  • Highly proficient in Microsoft Office Suite (Word, PowerPoint, Outlook and Excel), and able to learn new systems and applications quickly
  • Exemplify our Guiding Principles of Integrity, Partnership and High Performance


Additional Information

Visit our LinkedIn Career Page or Follow us on LinkedIn. #LI-MT1

At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability.

We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process. 

Our Commitment to Inclusion and Diversity:

In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.

Disclaimer:

CPP Investments does not accept resumes from employment placement agencies, head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CPP Investments to provide resumes to this posting or web-site will be considered unsolicited and will not be considered.  CPP Investments will not pay any referral, placement or other fee for the supply of such unsolicited resumes or information.



  • Toronto, Canada Persistence Capital Partners Full time

    Persistence Capital Partners **"PCP"**) is a private equity fund exclusively focused on high-growth opportunities in the healthcare field. Established in 2008, the PCP team has been investing, operating and growing healthcare businesses for over 25 years. With deep industry expertise, PCP aims to create significant long-term capital appreciation by...


  • Toronto, Canada Persistence Capital Partners Full time

    **Posted October 28, 2021**: Persistence Capital Partners (**"PCP"**) is a private equity fund exclusively focused on high-growth opportunities in the healthcare field. Established in 2008, the PCP team has been investing, operating and growing healthcare businesses for over 25 years. With deep industry expertise, PCP aims to create significant long-term...


  • Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Intern Analyst, Private Equity** **Banyan Capital Partners** **Toronto, ON** **About Banyan Capital Partners** **The Position** Banyan Capital Partners is looking for an **Intern Analyst **to join its **Toronto-based investment management team** for a 4-month internship (September 2024 - December 2024). This is a unique opportunity to work closely...


  • Toronto, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Private Equity Fund Analyst (6 months) page is loaded Private Equity Fund Analyst (6 months) Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At...

  • Private Equity

    4 weeks ago


    Toronto, Canada Pinnacle Fund Services Full time

    **Private Equity Assistant Manager** **Company description** **Job description** As an Assistant Manager you will be responsible for a portfolio of private equity funds both providing first review responsibility on a selection of lower risk NAVs and preparation of NAVs for larger and more complex client relationships. As part of the Private Equity Team...


  • Toronto, Canada MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...


  • Toronto, Canada Brookfield Asset Management Full time

    Job Description Position Summary: The Senior Analyst will join the Financial Planning & Analysis and Investor Relations team within Brookfield’s Private Equity group and will primarily assist with the quarterly and valuation process for all private equity assets. It is a highly visible position that presents the foundation, guidance and exposure...


  • Toronto, Canada Pinnacle Fund Services Full time

    **Private Equity Manager - Toronto** **Company description** **Job description** As a Manager in the Private Equity Team you will be responsible for leading the relationship of a portfolio of private equity clients, responsible for reviewing client NAVs and contributing to the overall management of Pinnacle through active participation within the...


  • Toronto, Canada Brookfield Asset Management Full time

    Job Description The Senior Analyst will join the Financial Planning & Analysis and Investor Relations team within Brookfield’s Private Equity group and will primarily assist with the quarterly and valuation process for all private equity assets. It is a highly visible position that presents the foundation, guidance and exposure towards a successful...


  • Toronto, Canada Pinnacle Fund Services Full time

    **Private Equity Assistant Manager** **Company description** **Job description** As an Assistant Manager, you will be responsible for a portfolio of private equity funds both providing first review responsibility on a selection of lower risk NAVs and preparation of NAVs for larger and more complex client relationships. As part of the Private Equity Team...


  • Toronto, Canada Pinnacle Fund Services Full time

    **Private Equity Manager - Toronto** **Company description** **Job description** As a Manager in the Private Equity Team you will be responsible for leading the relationship of a portfolio of private equity clients, responsible for reviewing client NAVs and contributing to the overall management of Pinnacle through active participation within the...


  • Toronto, Canada Banyan Capital Partners Full time

    What You Bring Undergraduate degree with a strong academic record and a focus on business, finance, economics, accounting or management consulting 2 to 5 years of related work experience; this may include private equity, investment banking, equity research, restructuring, consulting and/or transaction advisory / due diligence Additional qualifications...


  • Toronto, Canada Banyan Capital Partners Full time

    What You Bring Undergraduate degree with a focus on business, finance, economics, accounting, or management consulting with a strong academic track record 1 to 3 years of related work experience; this may include private equity, investment banking, equity research, restructuring, consulting and/or transaction advisory / due diligence Strong attention to...


  • Toronto, Canada Fund Services Edge Full time

    Our client, a leading global investment fund administrator, is seeking a full-time Associate for their downtown Toronto office. Under the direction of the Manager, the Associate will primarily be responsible for producing / reviewing NAV calculations for assigned private equity, private debt, and real estate funds in an accurate and timely...


  • Toronto, Canada Fidelity Investments Full time

    Description Please Note: Position is located in our Toronto Ontario, Canada office. You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. Current work authorization for Canada is required for all openings. Candidate is solely responsible for satisfying work authorization requirements. What...


  • Toronto, Canada Citco Full time

    A **bout You: Y** - ou have a Bachelor’s degree in Accounting, Finance, or Economics (CPA designation a plus). 4 - + years of fund accounting experience in either a Private Equity Fund, Private Equity Administrator, or other financial institution where the accountant has gained financial products knowledge E - xperience in reviewing and preparing general...


  • Toronto, Canada Setter Capital Full time

    Setter Capital is a leading investment banking and brokerage firm in the global private equity fund and venture capital/unicorn secondary market. From our office in Toronto, we facilitate secondary sales of venture capital/unicorn company and private company stakes, and liquidity/financing solutions for fund managers, between some of the largest and most...


  • Toronto, Canada Setter Capital Full time

    Setter Capital is a leading investment banking and brokerage firm in the global private equity fund and venture capital/unicorn secondary market. From our office in Toronto, we facilitate secondary sales of venture capital/unicorn company and private company stakes, and liquidity/financing solutions for fund managers, between some of the largest and most...


  • Toronto, Canada BMO Full time

    Application Deadline: 05/12/2024Address:100 King Street WestJob Description:Reporting to the Head of BMO Global Asset Management Private Equity, the Vice President, Private Equity is a key member of the private equity team with a broad range of responsibilities that include sourcing, due diligence, deal execution, portfolio management and management...


  • Toronto, Canada Melvin and Associates Employment Services Inc. Full time

    **Please note that this is an in-office role (5 days a week) in mid-town Toronto (near Yonge and Eglinton).** My client is a private equity firm that is currently hiring a Strategy and Operations Associate to support their portfolio companies with developing and executing growth strategies and finding operational efficiencies. You will work with the...