Ontario Teachers Pension Plan

Investment Associate, Private Capital – Services

Ontario Teachers Pension Plan$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Approximately 2 years of relevant experience in investment banking, private equity, M&A advisory, management consulting, or corporate development.
  • Undergraduate or graduate degree in business, finance, accounting, investment analysis, or equivalent experience.
  • Proven ability to develop complex financial models from scratch.
  • Experience analyzing investment opportunities in industrials or business services is a plus.
  • Strong analytical and quantitative skills with the capability for creative critical analysis.
  • Familiarity with data and AI tools for research and analysis.
  • Excellent communication and presentation skills.

Responsibilities

  • Evaluate potential investment opportunities through industry and company research.
  • Manage third-party advisors and conduct due diligence for new investments.
  • Attend board meetings post-transaction, working with management on value-enhancing initiatives.
  • Develop and refresh sub-sector investment theses using market mapping and primary research.
  • Build and maintain relationships with fund partners, investment bankers, and advisors.

Benefits

  • Opportunities for professional growth and development.
  • Comprehensive employer-paid benefits coverage.
  • Defined benefit pension plan to support retirement income.
  • Participation in the Deferred Incentive Program to invest back into the fund.
  • Flexible work environment with options for remote work.
  • Attractive time off policy.
  • Flexible Travel Program allowing work abroad for up to a month each year.
  • Discount programs available for employees.
Full Job Description

The opportunity

We are seeking an Associate to join the Services Group within  the Private Capital team. Based in Toronto, you will be an integral part of a team focused on direct investments in North America. You will play a key role in evaluating potential investment opportunities, executing transactions, conducting sector research, including pipeline building, and supporting portfolio company management.

Who you'll work with

Our Services team is focused on commercial and residential, industrial and infrastructure, and durable customer services. You will work alongside experienced deal professionals on thesis development, platform and add-on acquisitions, and portfolio company value creation planning and management.  In your role, you will engage with management teams, fund partners, investment bankers, board directors, and advisors.  

What you'll do

  • You will evaluate new investments and determine whether the company represents an attractive investment opportunity.  The analysis of investments includes conducting industry and company research, managing third-party advisors, building sophisticated financial models, arranging debt financing, reviewing legal documents, reviewing and analyzing due diligence materials, and preparing internal support materials and written recommendations to PC’s Investment Committee.

  • Once a transaction has been completed, you will remain involved with the business, potentially attending board meetings, and will work with the management team and the board of directors to implement value-enhancing initiatives. In addition, you will work directly with management on various initiatives as required, including with respect to value creation planning,  mergers and acquisitions, debt refinancings, budgeting and other strategic projects.

  • You will help develop and refresh sub-sector investment theses through deep dives, market mapping, primary research, target screening, valuation benchmarking, and identification of key diligence themes. Activities will include conducting desk research, working with bankers and consultants, and attending conferences. There is also the expectation that you assist in building and maintaining relationships with fund partners.

What you'll need

  • Approximately 2 years of related work experience (investment banking preferred though experience in private equity, M&A advisory, management consulting, or corporate development may be considered)

  • An undergraduate or graduate degree from a university with a focus on business / finance / accounting / investment analysis, or equivalent experience

  • Experience in developing financial models (LBO, DCF, etc.) from the ground up to aid in investment valuation, transaction structuring, and financing decisions.

  • Experience evaluating companies, transactions, or investment themes in industrials or business services is considered an asset.

  • Very strong analytical and quantitative skills and ability to perform in-depth, creative, critical analysis

  • Comfort using data and AI-enabled tools to support research, analysis, diligence and portfolio company work

  • Deep understanding of fundamental investment analysis

  • Experience in the investment process, including conducting due diligence, arranging debt financing and negotiating documentation

  • Ability to develop a good knowledge of the economic/business characteristics, conditions and trends of the target sector

  • Excellent communication skills, both oral and written, with solid presentation skills

  • Collaborative teammate with strong interpersonal skills, able to establish and build relationships

  • Self-motivated, and possess unquestioned personal and professional integrity

  • Ability to meet tight timelines and operate in a highly complex and demanding work environment

  • Ability and willingness to travel

What we’re offering

  • 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:

7059#LI-WC1

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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