The opportunity
Are you passionate about investing and portfolio research to help make an impact for the plan members? Do you have strong analytical and communication skills and a keen interest in learning from experienced professionals? If so, this is an exciting opportunity for you to join the Private Asset Integration team at Ontario Teachers' Pension Plan.
The Private Asset Integration team is responsible for researching private assets, portfolio construction, capital planning, risk budgeting, and many other research projects that will impact the Total Fund. The team works closely with private and public active investing departments and other internal stakeholders to provide private asset insights and make investment recommendations to Total Fund Management (“TFM”) Senior Management and the Chief Investment Officer (“CIO”)
As an Investment Associate, you will play a key role in supporting the team's activities and initiatives, such as conducting portfolio analysis, developing tools and frameworks, preparing reports and presentations, and participating in cross-functional projects. You will also learn from and collaborate with senior leaders and experts across the organization.
Who you'll work with
You will report to the Principal, Private Asset Integration, which is part of the Portfolio Strategy team responsible for managing the Total Fund asset mix. You will work with a team of skilled professionals to conduct research and drive initiatives that support the investment activities of the Total Fund. You will also collaborate with subject matter experts across the firm, such as private asset departments, Global Investment Strategy, Sustainability Investment, and Risk on a variety of Total Fund initiatives particularly as it relates to private investments.
What you'll do
Perform portfolio analysis and research on the private asset portfolio, such as asset allocation, market trends, performance assessment, benchmarking, and peer comparison.
Support the development of the Investment Plan which sets the Total Fund asset mix targets, capital plan targets, and risk budgets.
Prepare reports and presentations to communicate portfolio insights and recommendations to senior management and investment committees.
Collaborate with private and public active investing investment teams and regional offices to understand their risk and return characteristics, which includes exposure to a wide array of asset classes – real estate, private equity, infrastructure, and natural resources – as well both developed and emerging countries
Participate in a broad array of projects within TFM and across the fund
Conduct peer / competitor analysis to understand relative performance, asset allocation, etc.
Monitor and assess the impact of private and public market developments and industry trends to help inform portfolio decisions.
Balance competing priorities, work independently, and thrive in a dynamic, fast paced environment.
Proactively identify areas for improvement and introduce innovative ideas.
What you'll need
A university degree in finance, economics, mathematics, or a related field.
Working towards a professional designation, such as CFA, FRM, or CPA, is an asset.
Minimum 3 year of work experience in investment analysis and research, portfolio management, or related experience.
Keen interest in financial markets, asset allocation, and portfolio research.
Strong analytical and problem-solving skills with proficiency in Excel and PowerPoint. Familiarity with programming languages is an asset.
Strong interpersonal, communication and presentation skills. It is critical that the role is able to articulate solutions to complex ideas effectively. The role will be required to engage and develop working relationships with OTPP personnel within TFM and other investment departments.
Very organized with an ability to balance competing priorities, work independently, and thrive in a team environment with strict deadlines.
Curious and eager to learn, with the ability to adapt and embrace change, and to seek and provide feedback.
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What we’re offering
Competitive compensation
Numerous opportunities for professional growth and development
A flexible/hybrid work environment combining in office collaboration and remote working
Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year
Employee discount programs including Edvantage and Perkopolis
At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.
How to apply
Are you ready to pursue new challenges and take your career to the next level? Apply today! You may be invited to complete a pre-recorded digital interview as part of your application.
Accommodations are available upon request (peopleandculture@otpp.com) for candidates with a disability taking part in the recruitment process and once hired.
Candidates must be legally entitled to work in the country where this role is located.
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Functional Areas:
Investments
6066
