Investment Associate – Real Estate – Portfolio Management

Ontario Teachers' Pension Plan; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading pension fund organization in Toronto is seeking an Investment Associate in Portfolio Solutions. This role involves analyzing investment performance and data analytics for private real estate holdings. The successful candidate will work within the Portfolio Solutions Group and must possess a degree in a quantitative discipline along with 2-5+ years of relevant experience. The position offers a competitive salary, comprehensive benefits, and a flexible/hybrid work environment that fosters professional growth.

Benefits

Competitive salary and incentive

Professional growth opportunities

Comprehensive employer-paid benefits

Defined benefit pension plan

Flexible work environment

Competitive time off

Employee discount programs

Qualifications

• Minimum of 2-5+ years of relevant experience.
• Ability to perform in-depth quantitative analysis.
• Proficiency in relational database management is an asset.

Responsibilities

• Prepare data-driven portfolio analytics for asset allocation decisions.
• Develop understanding of investment returns and risk frameworks.
• Support data & technology strategy for real estate investments.

Skills

Analytical Skills

Real Estate Acumen

Communication Skills

Organizational Skills

Attention to Detail

Technical Skills

Intellectual Curiosity

Education

Degree in finance, economics, accounting, mathematics, data science, or quantitative discipline

Tools

Microsoft Office (Excel, PowerPoint)

Data visualization tools

Job description

The opportunity

As an Investment Associate in Portfolio Solutions, the primary responsibility will be to support all portfolio management and data analytics for our private investment holdings. This role will focus on analyzing investment performance and support effective asset management of our Real Estate investments.

Who you'll work with

The Associate will work in the Portfolio Solutions Group (“PSG”), a distinct team within the Investments division, and will specifically support the Real Estate asset class. The PSG mandate is to focus on value creation and portfolio management of OTPP private investments, and the team consists of over 35 investment professionals with a long track record of working with asset classes to drive returns. The Real Estate team comprises nearly 40 investment professionals across offices in Toronto, Dallas, London, Sao Paulo, and Singapore.

What you'll do

• Portfolio Strategy: Prepare data-driven portfolio analytics to inform portfolio construction and asset allocation decisions aligned to our global real estate strategy. Including key portfolio monitoring and reporting initiatives.
• Performance Measurement: Develop understanding of OTPP returns, benchmark, and risk frameworks to assess historical and projected performance.
• Technology and Data Strategy: Support the development of a data & technology strategy for real estate investments that will set the foundation for stronger analytics & AI. Including data modernization programs and build out of key infrastructure.
• Capital Management: Support long-term capital planning by preparing deployment forecasts, as well as monitoring short-term liquidity and deployment activity.
• Valuation: Provide support to investment teams during semi-annual valuation process and interpret portfolio valuation results to inform management reporting and decision making.
• Sustainability and ESG: Assist real estate department with monitoring progress against OTPP sustainability targets.
• Stakeholder Collaboration: Build relationships with other asset classes and functions across OTPP and contribute to portfolio wide reporting across all asset classes.

What you'll need

• A degree in finance, economics, accounting, mathematics, data science or quantitative discipline with top academic credentials.
• Minimum of 2-5+ years of relevant experience, preferably in investment banking, private equity, real estate, or advisory.
• Analytical Skills: Excellent quantitative, analytical and financial modeling skills with the ability to perform in-depth quantitative analysis.
• Real Estate Acumen: Deep understanding of commercial real estate sectors, operating KPIs and valuations.
• Technical Skills: Advanced proficiency in Microsoft Office (Excel, PowerPoint) required. Proficiency in relational database management, cloud-based data warehousing, and data visualization tools is considered an asset.
• Communication Skills: Strong written and verbal communication skills; with the ability to tell a story to senior stakeholders using data and relevant visualizations.
• Organizational Skills: Exceptional organizational and time management skills; ability to balance multiple priorities under demanding timelines.
• Attention to Detail: Disciplined and diligent approach with rigorous attention to detail and unmatched ability to identify discrepancies or inconsistencies.
• Intellectual curiosity, and adaptability in an ever‑changing, ambiguous environment, with a proactive attitude.

#LI-RM1

#LI-Hybrid

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 ([e-mail]) 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.

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Functional Areas:

Investments

Vacancy:

Current

Requisition ID:

6718