Associate, Private & Alternative Asset Operations (12-month contract)

CPP Investments | Investissements RPC; Toronto; On-site; CAD 85,000 - 110,000; Full time

Job summary

CPP Investments | Investissements RPC is seeking an Associate, Private & Alternative Asset Operations on a 12-month contract. You will oversee transaction servicing, onboarding, and valuations within the private markets portfolio, while partnering with cross-functional teams to strengthen controls and processes.

You will mentor junior staff, drive continuous improvement initiatives, and collaborate with external managers to ensure timely and accurate reporting.

Qualifications

• Undergraduate degree in Finance, Commerce, or related discipline, with 5-7 years of experience.
• Strong understanding of private assets and investment transaction processes.
• Advanced analytical, financial, and accounting skills; proficient in Excel.
• Experience with automation/AI tools to enhance workflows.
• Ability to coach and mentor colleagues.

Responsibilities

• Partner with Investment Departments and others to ensure accurate recording, funding, and settlement of investments.
• Oversee onboarding of new investments and tax structuring agreements for accuracy.
• Manage investment servicing activities including capital calls, distributions, and accounting entries.
• Support valuations for Private Equity Fund and Direct Investments, ensuring accurate reporting.
• Identify risks and strengthen financial controls and processes; escalate as needed.
• Lead process improvements, automate workflows, and collaborate with internal and external partners.
• Mentor junior staff and contribute to special projects within Private Investments.

Skills

Financial analysis

Attention to detail

Communication

Coaching/mentoring

Automation/AI awareness

Education

Undergraduate degree in Finance/related field

CPA/CFA designation asset

Tools

Excel

Investran

SimCorp Dimension

Job description

Purpose. Performance. People. Joining CPP Investments means joining one of the world's most admired and respected institutional investors to drive a single mandate: to deliver strong, sustainable returns for generations of Canadians.

Purpose. Performance. People. Joining CPP Investments means joining one of the world's most admired and respected institutional investors to drive a single mandate: to deliver strong, sustainable returns for generations of Canadians.

With a long-term horizon and global reach, we deploy capital at scale across public and private markets. Our size, stability, and disciplined investment philosophy allow us to pursue complex opportunities and build enduring partnerships worldwide.

For our people, this means meaningful work with tangible impact, real opportunity, and collaboration with exceptional colleagues who value partnership and performance. Here, you'll contribute to outcomes that matter alongside team members committed to excellence and shared success.

The Role

As an Associate, Private & Alternative Asset Operations, on a 12-month contract, you will play a key role in ensuring the accurate and efficient execution, servicing, and reporting of private market investment transactions. Reporting to the Manager, Private and Alternative Asset Operations, you will oversee investment operations activities, strengthen processes and controls, and collaborate with internal and external partners to resolve complex operational matters. You will also provide guidance and mentorship to junior colleagues and contribute to continuous improvement initiatives that support operational excellence across CPP Investments' private markets portfolio.

The Team

The Real Assets and Private Investment Operations team supports CPP Investments' global private markets strategy by delivering operational expertise, governance, and controls across private market investments. Working closely with investment professionals across Private Equity, Infrastructure, Sustainable Energies, and other private asset classes, the team supports the execution, servicing, valuation, and reporting of complex investment transactions. Through collaboration and continuous improvement, the team enables efficient investment operations and provides opportunities to build expertise in private markets.

Accountabilities

• Partner with Investment Departments, Structuring and Business Management, Tax, Treasury, and Finance to ensure accurate and timely recording, funding, and settlement of investment transactions, resolving operational issues as they arise.
• Oversee new investment onboarding, including reviewing partnership agreements, subscription and disposition documents, and tax structuring agreements to ensure completeness and accuracy.
• Manage ongoing investment servicing activities, including capital calls, distributions, accounting entries, documentation, and authorization controls.
• Support quarterly and annual valuations for Private Equity Fund and Direct Investments, analyzing material valuation movements and ensuring accurate portfolio and P&L reporting, reconciliations, and compliance with reporting requirements.
• Identify and resolve operational discrepancies, assess risks, and provide recommendations to strengthen financial controls and operational processes, escalating issues as appropriate.
• Lead process improvement initiatives, including workflow optimization, automation, and enhanced controls, while building effective relationships with investment teams, external asset managers, and cross-functional partners.
• Supervise, coach, and mentor junior colleagues, support daily team activities, build expertise in the Private Investments domain, and act as a subject matter resource for Investment Operations and accounting matters while contributing to special projects.

What You Bring

• Undergraduate degree in Finance, Commerce, or a related discipline, with 5-7 years of relevant experience in investment operations or a related field; a CPA or CFA designation is an asset.
• Strong understanding of private assets, investment transaction processes, banking settlement systems, and associated accounting and financial controls.
• Advanced analytical, financial, and accounting skills, including proficiency in Excel; experience with Investran and/or SimCorp Dimension is an asset.
• Strong organizational, prioritization, and problem-solving skills, with attention to detail and the ability to manage competing priorities.
• Ability to identify opportunities for process improvement and leverage automation and AI tools to enhance workflows and operational efficiency.
• Effective written and verbal communication skills, with the ability to build collaborative relationships across teams and with external partners.
• Demonstrated ability to coach and support colleagues, adapt to changing priorities, and exercise sound judgment while demonstrating integrity, partnership, and high performance.

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.