Position Summary
Reporting to the Chief Investment Officer (CIO), the Director, Portfolio Investments supports the development, execution, and management of Mikisew Group's investment portfolio across private equity, real estate, and infrastructure. The role identifies and evaluates opportunities, executes transactions, oversees existing investments, and leads integration with newly acquired and existing subsidiary companies. It emphasizes disciplined capital allocation, strong governance, and risk management, and advances Mikisew Group's economic development objectives by building long-term economic wealth for Mikisew Cree First Nation.
Key Responsibilities
1. Private Equity Investments
- Support the private equity strategy; identify, source, screen, and evaluate acquisitions, minority investments, and strategic partnerships.
- Lead or support financial modelling, valuation, due diligence, and transaction structuring, and prepare investment memoranda for the CIO and approval authorities.
- Coordinate transaction execution, and monitor portfolio company performance, follow-on investments, refinancings, and exits.
2. Real Estate Investments
- Evaluate and support the acquisition, development, and management of multifamily, commercial, industrial, mixed-use, and other real estate, including land and development partnerships.
- Develop financial models and pro formas, coordinate due diligence, and assist with structuring and negotiating acquisitions, dispositions, and financings.
- Monitor asset performance and work with property managers, developers, lenders, and advisors to advance approved projects.
3. Infrastructure Investments
- Evaluate energy, utilities, transportation, industrial, and other infrastructure opportunities, including greenfield developments, operating assets, and long-term contracted investments.
- Analyze cash flows, capital requirements, financing structures, and risks; coordinate due diligence and support structuring of joint ventures and project financing.
- Monitor existing investments against approved business cases, budgets, and return expectations.
4. Investment Analysis and Transaction Execution
- Conduct valuation, sensitivity and scenario modelling, and risk assessment across all asset classes.
- Coordinate due diligence with legal counsel, accountants, lenders, and advisors, and maintain a disciplined investment pipeline supported by documented assumptions.
5. Portfolio Management, Reporting and Governance
- Monitor portfolio performance against business cases, targets, and budgets, and identify emerging risks and opportunities.
- Lead integration plans for subsidiary companies, coordinating with Finance, Operations, Human Resources, Information Technology, and other functions to align governance, systems, and reporting while respecting subsidiary operating needs.
- Track integration progress, risks, and synergies, and escalate matters to the CIO and executive leadership.
- Prepare performance reports and materials for executive management, investment committees, and the Board of Directors; support portfolio company and joint venture governance.
6. Strategy and Capital Allocation Support
- Work with the CIO to prioritize capital deployment and develop long-term investment strategy, investment criteria, target returns, and risk parameters.
- Assess diversification, partnership, and financing alternatives, and integrate financial return objectives with Mikisew Group's economic development priorities.
Qualifications and Experience
- Bachelor's degree in Finance, Accounting, Business, Economics, Real Estate, Engineering, or a related discipline; CPA, CFA, MBA, CBV, or similar designation is an asset.
- Typically 8-12+ years of progressive experience in private equity, investment management, corporate development, M&A, real estate, or infrastructure investment.
- Demonstrated experience executing investments, acquisitions, joint ventures, or complex commercial transactions, with strong financial modelling, valuation, and due diligence skills.
- Exposure to portfolio management, board governance, and operating company oversight.
- Experience in capital-intensive sectors or with Indigenous-owned businesses, economic development corporations, or joint ventures is an asset.
- Equivalent combinations of education and relevant experience may be considered.
