Associate, Private Equity Portfolio Strategy

CPP Investments | Investissements RPC; Toronto; On-site; CAD 90,000 - 140,000; Full time

Job summary

CPP Investments | Investissements RPC in Toronto is seeking an Associate, Private Equity Portfolio Strategy to help construct and optimize the global PE portfolio. You will conduct financial and market analysis, manage capital allocation, and develop tools that enhance portfolio insights and decision-making.

The Portfolio Strategy Group, within the Private Equity department, aims to drive long-term value by constructing a diversified portfolio and enhancing risk-adjusted returns.

Qualifications

• 2+ years of work experience in investments, data/analytics, banking, or consulting.
• University degree in a related field.
• Understanding of private equity concepts.
• Strong analytical and problem-solving skills with intellectual curiosity.
• Strong financial modeling skills in Excel or Python and experience applying AI tools.
• Ability to manage large datasets (SQL), automate analyses, and distill insights.
• Excellent written and verbal communication with senior stakeholders.
• Highly organized with attention to detail under deadlines.
• Collaborative, proactive team player with ownership.
• Alignment with CPP Investments’ Guiding Principles.

Responsibilities

• Conduct bespoke financial analysis to support portfolio construction decisions.
• Synthesize large data volumes into insights for investment pacing and risk.
• Support capital management forecasting and allocation across horizons.
• Build, automate, and scale tools and dashboards for senior leadership.
• Research private equity markets to inform portfolio construction.
• Contribute to committee and Board presentations on strategy and markets.
• Collaborate across Private Equity and CPP Investments for integrated decisions.
• Support CEO and CIO priorities within Private Equity.
• Contribute to technology-enabled solutions for forecasting and efficiency.
• Provide ad hoc analytical support to the Global Senior Managing Director of PE.

Skills

Financial modeling

Data analytics

Communication skills

Problem solving

Team collaboration

Integrity & partnership

Adaptability

Education

University degree

Tools

SQL

Excel

Python

AI tools

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.

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.

Role Summary

The Associate, Private Equity Portfolio Strategy supports the construction and optimization of CPP Investments’ global private equity portfolio. This role involves conducting financial and market analysis, managing capital allocation and forecasting, and developing tools that enhance portfolio insights and decision-making. The Associate will collaborate across the Private Equity department and the broader organization to support initiatives that drive long‑term value creation and portfolio performance.

The Portfolio Strategy Group is part of the Private Equity (PE) department at CPP Investments. PE manages $140 billion of net assets and is responsible for the firm’s private equity investments globally. By investing in funds, secondaries, growth equity and directly in private equity, we seek opportunities to build a global, diversified portfolio that will outperform comparable passive public alternatives over the long term. The Portfolio Strategy group within PE seeks to enhance the risk‑adjusted returns of the portfolio through portfolio construction techniques that enable the department to meet the targeted return and maximize alpha while balancing investing and developing strong long‑term value‑add partnerships to the total Fund.

Accountabilities

• Conduct bespoke financial analysis to support strategic portfolio construction decisions
• Synthesize large volumes of data into insights that inform investment pacing, risk allocation, and long‑term program design
• Support capital management forecasting and allocation across short‑ and long‑term horizons
• Assist in building, automating, and scaling tools and dashboards that support senior leadership in portfolio‑shaping decisions
• Conduct research on private equity markets and industry trends to inform portfolio construction decisions
• Contribute to presentations for committees and the Board, covering market views, strategy, and other key topics
• Collaborate across Private Equity and the broader CPP Investments platform to integrate bottom‑up investing with top‑down portfolio construction
• Support the adoption and implementation of CEO and CIO priorities within Private Equity
• Contribute to technology‑enabled solutions that improve efficiency, forecasting, and decision support across the global PE business
• Provide ad hoc analytical and strategic support to the Global Senior Managing Director of Private Equity, as required

Qualifications

• 2+ years of work experience (e.g., investments, data/analytics, banking, or consulting)
• University degree in a related field
• Understanding of private equity concepts
• Strong analytical and problem‑solving skills with demonstrated intellectual curiosity
• Strong financial modeling skills (i.e., in Excel or Python) and hands‑on experience applying AI tools to enhance analysis and decision; highly preferred
• Ability to manage and interpret large datasets (e.g., SQL), automate analytical processes, and distill insights into clear recommendations
• Excellent written and verbal communication skills, with the ability to engage effectively with senior stakeholders
• Highly organized with strong attention to detail; ability to deliver high‑quality work across competing deadlines
• Self‑motivated and adaptable, with the ability to thrive in a dynamic, fast‑paced environment and balance shifting priorities
• Collaborative, proactive team player with a strong sense of ownership
• Alignment with CPP Investments’ Guiding Principles of 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.

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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.