Investment Analyst, Equities, Global Funds
Ontario Teachers' Pension Plan
Benefits
Job Type
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
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.
Ontario Teachers’ may use AI-based tools to assist in screening and assessing applicants for this position. These tools may help us identify candidates whose skills and experience align with Ontario Teachers’ objectives by analyzing information provided in resumes and applications. Our use of AI does not replace human decision-making.
To learn more about how Teachers’ uses AI with your personal information, please visit our Privacy Centre.
Functional Areas:
InvestmentsVacancy:
Current
Requisition ID:
#LI-PA1
This job is found at InterviewStack.io
Skills
About Ontario Teachers' Pension Plan
Ontario Teachers' Pension Plan (OTPP) is one of the world's largest pension funds, managing CAD $279.4 billion in net assets for approximately 346,000 Ontario teachers and retirees. Founded in 1990, OTPP is a globally diversified institutional investor with offices across Toronto, London, Singapore, Mumbai, New York, Dallas, and San Francisco.