Investment Associate, Private Capital - Software

The opportunity

We are seeking an Associate for our Private Capital (“PC”) team. Based in Toronto, you will be an integral part of the team focused on direct investments in North America. You will play a key role in evaluating potential investment opportunities, executing transactions, conducting sector / sub-sector research including transaction pipeline building and helping deal team members / investee company management teams with portfolio company management within our Software portfolio.

Who you'll work with

You will work with a diverse team of professionals, based in Toronto, focused on evaluating new opportunities and managing investments within the software sector. In your role, you will also engage with management teams of portfolio companies, fund partners, investment bankers, board directors, and advisors.

Your primary focus will be on supporting the software group, while also partnering with other asset classes and internal teams. This team is dedicated to software investments across various sub-sectors, including but not limited to legal technology, governance, risk & compliance (GRC), healthcare IT, supply chain software, and office of the CFO. Transactions typically involve buyouts, including lead, co-lead, and significant minority positions.

What you'll do

Your time will be spent evaluating new investments and determining whether the company represents an attractive investment opportunity. Among other things, the analysis of investments includes conducting industry and company research, managing third-party advisors, building sophisticated financial models, arranging debt financing, reviewing legal documents, reviewing and analyzing due diligence materials, and preparing internal support materials and written recommendations to PC’s Investment Committee.

Once a transaction has been completed, you will remain involved with the business, potentially attending board meetings as an observer, and will work with the management team and the board of directors to implement value-enhancing initiatives. In addition, you will work directly with management on various initiatives as required, including with respect to mergers and acquisitions, debt refinancings, budgeting and other strategic projects.

You get to play an active role in assisting in and identifying target investment sectors and generating proprietary deal flow in specific sectors. Activities will include conducting desk research, working with bankers and consultants, and attending conferences. There is also the expectation that you assist in building and maintaining relationships with fund partners.

What you'll need

• Min. 2 years related work experience (such as private equity, investment banking, M&A advisory, management consulting, or corporate development)
• An undergraduate or graduate degree from a university with a focus on business / finance / accounting / investment analysis
• CFA and / or other meaningful designations
• Solid financial modelling (LBO/DCF) and valuation skills
• Very strong analytical and quantitative skills and ability to perform in-depth, creative, critical analysis
• Deep understanding of fundamental investment analysis
• Experience in the investment process, including conducting due diligence, arranging debt financing and negotiating documentation
• Ability to develop a good knowledge of the economic/business characteristics, conditions and trends of the target sector
• Experience in developing financial models from the ground up to aid in investment valuation, transaction structuring, and financing decisions
• Good communication skills, both oral and written, with solid presentation skills
• Great teammate with strong interpersonal skills, able to establish and build relationships
• Self-motivated, and possess unquestioned personal and professional integrity
• Ability to meet tight timelines and operate in a highly complex and demanding work environment
• Ability and willingness to travel

What we’re offering

• Pay-for-performance environment that offers competitive salary and incentive
• 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/hybrid 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.

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Functional Areas:

Investments

Requisition ID:

6380