Managing Director, Portfolio Value Creation

CPP Investments

$210K — $250K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 12+ years of experience in private capital, management consulting, or investment environments
  • Proven record of leading business transformation with measurable success
  • Expertise in strategic and operational value creation disciplines
  • Experience in deal environments including due diligence and asset management
  • Strong commercial and financial judgement in complex scenarios
  • Exceptional leadership and communication skills, especially with C-suite and boards
  • Preferred advanced degree or professional designation like CFA

Responsibilities

  • Identify and prioritize value creation opportunities within the private investment portfolio
  • Build relationships with CEOs, boards, and senior leaders to provide advisory support
  • Lead diligence processes to assess management capability and execution risks
  • Oversee onboarding of new investments and develop value creation plans
  • Establish effective governance and ownership models with investment teams
  • Implement high-impact value creation initiatives leveraging advanced analytics
  • Enhance PVC capabilities through tools, insights, and mentorship

Benefits

  • Access to cutting-edge AI tools
  • Dedicated learning time for professional growth
  • Practical support to enhance work impact
  • Commitment to an inclusive and diverse workplace
  • Accommodation provided during recruitment for accessibility needs
Full Job Description
The Role

As Managing Director, Portfolio Value Creation, you will lead the identification, development and execution of strategic and operational value creation opportunities across CPP Investments' private investment portfolio. Working globally with investment teams, portfolio company management teams, boards and co-sponsors, you will help drive sustainable business performance and long-term investment value. You will serve as a trusted senior advisor, bringing commercial judgement, an enterprise perspective and deep value creation expertise across the investment lifecycle.

The Team

Portfolio Value Creation (PVC) is a global team of 30+ experienced professionals based in Toronto, New York, London and São Paulo. The team partners with CPP Investments' private investment teams, portfolio company management teams and co-sponsors to maximize value across material direct equity investments, working across the full investment lifecycle from diligence and onboarding through value creation, governance and exit.

Accountabilities
  • Lead the identification and prioritization of strategic and operational value creation opportunities across the private investment portfolio, bringing an enterprise and cross-portfolio perspective to maximize long-term investment value.
  • Build trusted relationships with portfolio company CEOs and management teams, boards, investment teams, co-sponsors and senior leaders across CPP Investments, serving as a senior advisor and constructive thought partner.
  • Lead commercial and operational diligence for potential investments, assessing value creation potential, management capability, execution risks and post-close priorities to inform investment decision-making.
  • Lead the onboarding of new investments, including Day 1 readiness, 100-day planning, governance setup and rigorous development and assessment of value creation plans.
  • Partner with investment teams and portfolio companies to establish effective governance and active ownership models, including board and management effectiveness, decision rights, performance management and management incentives.
  • Lead and oversee high-impact value creation initiatives from diagnostic and business case development through implementation, benefits realization and sustained performance improvement, leveraging financial analysis, benchmarking, data, advanced analytics and AI-enabled tools where appropriate.
  • Develop PVC's capabilities and impact through intellectual capital, tools, operating practices and cross-portfolio insights, while mentoring and developing high-performing PVC professionals.


What You Bring
  • 12+ years of relevant professional experience, including significant experience in private capital portfolio operations and value creation, senior operating roles, management consulting and/or related investment environments.
  • Demonstrated success leading significant value creation and business transformation initiatives that deliver measurable financial and operational results.
  • Deep expertise across strategic and operational value creation disciplines such as revenue growth, commercial effectiveness, operational efficiency, digital and technology, procurement, organizational effectiveness, management incentives and governance.
  • Significant experience in deal and investment environments, including acquisitions, commercial and/or operational diligence, investment decision support, onboarding, asset management and value realization.
  • Strong commercial and financial judgement, with the ability to move from strategic analysis through implementation and make effective decisions in complex and ambiguous environments.
  • Exceptional leadership, stakeholder management and communication skills, including experience working with C-suite executives, boards and senior investment professionals and developing high-performing, inclusive teams.
  • An advanced degree and/or relevant professional designation, such as the CFA designation, is preferred.


You are motivated to contribute to something larger than yourself, approach complex challenges with rigor, and hold yourself to high standards in a collaborative, performance-driven environment.

We provide colleagues with cutting-edge AI tools, dedicated learning time, and practical support to help them deliver with greater impact.

Inclusion & Accessibility

CPP Investments is committed to equitable access to employment and building a workforce that reflects diverse talent and perspectives. If you require accommodation at any stage of the recruitment process, please let us know and we will work with you to meet your needs.

Attention: Protect Yourself from Fraud

CPP Investments is committed to a secure and transparent recruitment process. We will never ask candidates for payment or financial information at any stage of hiring. All legitimate opportunities are posted on our careers page, and communications will come from our applicant tracking system, Workday.

CPP Investments may use AI tools to help screen and assess applicants by analyzing resumes and applications for relevant skills and experience. These tools support, but do not replace, human decision-making.

#LI-ONSITE

Similar Jobs

More Jobs at CPP Investments

More Finance & Insurance Jobs

Find similar Managing Director, Portfolio Value Creation jobs: