Ontario Teachers Pension Plan

Investment Analyst, Equities, Global Funds

Ontario Teachers Pension Plan$115K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 1 year of relevant experience in private equity, investment banking, fund investing, or related fields.
  • Strong analytical and quantitative skills for in-depth analysis.
  • High interest in private markets and global financial markets.
  • Exceptional attention to detail and professionalism.
  • Excellent communication and collaboration skills.
  • Ability to manage multiple tasks independently under strict deadlines.
  • Proficiency in Microsoft Office Suite and financial analysis tools.

Responsibilities

  • Support evaluation and due diligence on new fund investment opportunities.
  • Assist in preparing investment recommendations and committee materials.
  • Develop relationships with general partners and industry organizations.
  • Create and maintain financial models for fund valuation and performance analysis.
  • Conduct market research and maintain funding databases.
  • Participate in portfolio monitoring and secondary transactions.
  • Collaborate with Private Capital teams on co-investment opportunities.

Benefits

  • Opportunities for professional growth and development.
  • Comprehensive employer-paid benefits coverage.
  • Defined benefit pension plan for retirement income.
  • Participation in the Deferred Incentive Program.
  • Flexible work environment with remote options.
  • Generous time off policy.
  • Flexible Travel Program for international work opportunities.
  • Employee discounts through Edvantage and Perkopolis.
Full Job Description
The opportunity

As an Investment Analyst in the Equities Global Funds team, you will play a key role in evaluating, executing, and monitoring private equity fund investments. Working within a lean, global team, you will gain direct exposure to leading private equity firms and hands-on learning opportunities. This is a rare opportunity to build a strong foundation in fund investing while contributing to Ontario Teachers' mission of delivering exceptional long-term returns for its members.

Who you'll work with

This role sits within OTPP's Investments Division, specifically as a member of the Equities Global Funds team based in Toronto. You will report directly to the Director, Global Funds and work closely with other Funds team members in Toronto and across global offices. The role collaborates regularly with Private Capital direct investment teams and other internal stakeholders to support integrated investment activities and knowledge sharing across the organization.

What you'll do
  • Support the evaluation of new and follow-on fund investment opportunities by conducting fund manager and industry research, portfolio-level analysis, and detailed due diligence
  • Assist in executing on new fund commitments, including preparing investment recommendations and supporting materials for investment committee presentations
  • Start to develop relationships with general partners, limited partners, and broader industry organizations
  • Develop and maintain financial analyses and models used for fund-level valuation, portfolio analytics, and performance benchmarking
  • Conduct manager research and maintain market maps to support sourcing and portfolio construction
  • Contribute to active portfolio monitoring, and administration of fund investments, including opportunistic evaluation of secondary transactions
  • Work closely with Private Capital direct investment teams to identify and maximize fund partnership opportunities, including co-investment deal flow
  • Support organizational and Global Funds team strategic planning, reporting and processes
  • Work in a collaborative team environment primarily with Toronto team but also with Funds team members in global offices


What you'll need
  • Min 1 year of relevant experience; prior experience in private equity, investment banking, fund investing, corporate development, consulting, or transaction services is strongly preferred
  • Strong analytical and quantitative skills with demonstrated in-depth, innovative and critical analysis
  • Strong interest in private markets, fund investing, and global financial markets; intellectually curious
  • High degree of professionalism, integrity, and collaborative mindset
  • Exceptional attention to detail
  • Excellent interpersonal, communication, and collaboration skills
  • Demonstrated ability to manage multiple workstreams, work independently, and thrive in a high-performance team environment with strict deadlines
  • Proficiency with Word, Excel, PowerPoint, and tools such as Bloomberg and Capital IQ
  • Willingness to travel as required


What we're offering
Pay-for-performance with base salary and annual incentive based on individual and enterprise performance.The Base salary for this level is $115,000 in Year 1 and $125,000 in Year 2.Individual compensation and placement of this role in the range is based on different factors unique to each candidate, including but not limited to relevant experience, skills, demonstrated competencies, and internal equity as they relate to the role.

  • Numerous opportunities for professional growth and development
  • Comprehensive employer paid benefits coverage
  • Retirement income through a defined benefit pension plan
  • The opportunity to invest back into the fund through our Deferred Incentive Program
  • A flexible work environment combining in office collaboration and remote working
  • Competitive time off
  • 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


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.

Functional Areas:
Investments

Vacancy:

Current

Requisition ID:

7085

#LI-PA1

About Ontario Teachers Pension Plan

The Ontario Teachers' Pension Plan Board is an independent organization responsible for administering defined-benefit pensions for school teachers of the Canadian province of Ontario. Ontario Teachers' also invests the plan's pension fund and it is one of the world's largest institutional investors, acting as a partner organization of the World Economic Forum. The plan is a multi-employer pension plan, jointly sponsored by the Government of Ontario and the Ontario Teachers' Federation. Ontario Teachers' achieved a 11.1% one-year total-fund net return in 2021 and achieved its ninth consecutive fully funded year.
Learn more about Ontario Teachers Pension Plan

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