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

Canada Pension Plan Investment Board; Toronto; Sur place; CAD 110 000 - 160 000; Plein temps

Résumé du poste

CPP Investments is seeking an Associate in Private & Alternative Asset Operations on a 12-month contract. You will oversee investment operations activities, onboarding, and ongoing servicing, while guiding junior colleagues and driving process improvements in private markets.

Ideal candidate has 5-7 years in investment operations, CPA/CFA is an asset, and strong Excel and private asset knowledge. Collaboration with cross-functional teams and external partners is essential.

Qualifications

• Undergraduate degree in Finance, Commerce, or a related discipline is required.
• CPA or CFA designation is an asset.
• Strong understanding of private assets, investment transaction processes, and banking settlement systems.
• Advanced analytical, financial, and accounting skills with proficiency in Excel.
• Experience with Investran and/or SimCorp Dimension is an asset.

Responsabilités

• Partner with Investment Departments, Structuring and Business Management, Tax, Treasury and Finance to ensure accurate recording, funding, and settlement of investment transactions.
• Oversee new investment onboarding including reviewing partnership agreements and tax structuring agreements.
• Manage ongoing investment servicing: capital calls, distributions, and accounting entries.
• Support valuations for Private Equity Fund and Direct Investments, ensuring accurate reporting and reconciliations.
• Lead process improvement initiatives, automate workflows, and build cross-functional relationships.

Connaissances

Advanced analytical skills

Financial accounting knowledge

Excel proficiency

Investment operations experience

Strong communication

Formation

Undergraduate degree in Finance, Commerce, or related discipline

CPA or CFA designation (asset)

Outils

Investran

SimCorp Dimension

Description du poste

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 analysing resumes and applications for relevant skills and experience. These tools support, but do not replace, human decision-making.

#LI-ONSITE

About Us Why Work With Us

For 25 years, we've proudly invested the Canada Pension Plan Fund, helping to secure retirement for more than 22 million Canadians. We invest for the long term - and that includes our people. Here, you'll work alongside high-calibre colleagues on meaningful challenges that have real-world impact. Our purpose drives us, our performance sets us apart, and our people make it possible.

Our Guiding Principles

Our guiding principles shape our culture. They define how we work and represent the values that guide our behaviours. They are Integrity, Partnership and High Performance.

Our Impact

We invest globally across public and private markets, managing capital on behalf of millions of contributors and beneficiaries. We focus on long-term value creation and responsible investing, with offices in major financial centres around the world.

What You Can Expect

Meaningful work with measurable impact Exposure to complex, global challenges Opportunities for learning and growth Competitive total rewards and benefits Comprehensive wellness programs Inclusive and respectful of diverse perspectives Stay Connected Follow us on LinkedIn Sign Up for Job Alerts Learn More About CPP Investments