Senior Associate, Asset Management

CPP Investments; Toronto; On-site; CAD 100,000 - 140,000; Full time

Job summary

CPP Investments is seeking a Senior Associate to join their Asset Management team in Toronto. This role will be crucial in enhancing the asset management processes for private credit, requiring a blend of credit expertise, analytics, and innovative technology use. As part of a collaborative team, you will manage performance monitoring and contribute to developing efficient operational processes with a focus on continuous improvement.

Qualifications

• 3-6 years in private credit, leveraged finance or portfolio management.
• Strong understanding of credit fundamentals and financial modeling.
• Experience with programming languages and data analysis preferred.

Responsibilities

• Prepare and review performance summaries and variance analyses.
• Manage asset onboarding and post-close handoffs.
• Act as a business lead in system development and workflow automation.

Skills

Portfolio Management

Financial Modeling

Analytical Skills

Problem Solving

Data Analysis

Collaboration

Education

Undergraduate degree in Finance, Accounting, Business

Progress toward CFA or CPA

Tools

Python

SQL

Job description

We are presently recruiting for an Senior Associate to join the newly created Asset Management (AM) team within the Credit Investments (CI) department in Toronto. This is a unique opportunity to help shape the foundational design and implementation of next-generation asset management capabilities for CIs private credit portfolio.

The Senior Associate will play a key role in enhancing the scalability and rigour of our asset management processes working with investment teams and enabling functions to ensure timely and robust investment monitoring and continuous feedback into our investment processes. The ideal candidate will bring strong credit fundamentals an interest in technology-enabled innovation and a collaborative ownership-oriented mindset.

Team Description

AM endeavors to develop a best-in-class asset management function to support CIs growth for the next decade and beyond. The team will consist of credit experts and quantitative engineers collaboratively delivering tech-enabled solutions to drive alpha from operational efficiency risk mitigation and proprietary insights.

The team will handle ongoing issuer-level tasks such as performance monitoring analyses of fundamental data trends covenant tracking cashflow and ledger forecasts valuations portfolio updates and other critical asset management activities. By combining domain expertise with cutting-edge technology including GenAI and machine learning AM aims to develop systems and processes that are tailored to CI highly scalable and enhance decision making.

The Senior Associate will work at the intersection of credit analysis portfolio management and technology with exposure to CIs team and investment activity globally.

Accountabilities :

• Prepare and review issuer-level performance summaries including fundamental data trends variance analysis covenant compliance and watchlist reviews.
• Manage asset onboarding processes and ensure seamless post-close handoffs from deal teams capturing all necessary underwriting information and transaction documentation.
• Act as a business lead or product manager in the development of systems / workflows deployed by AM such as automated model roll-forward alerts and report generation collaborating with quantitative engineers to design business logic and validate output.
• Contribute to the ongoing development of standardized monitoring processes frameworks and reporting dashboards / packages.
• Support cross-functional initiatives in partnership with CI Strategy Finance Business Management and Technology & Data to drive consistency data integration and operational efficiency.
• Develop clear well-structured communication materials and summaries for key stakeholders including deal teams CI group heads and investment committees.
• Help foster a continuous improvement culture by identifying ways to enhance the asset management model streamline workflows and share best practices.

Qualifications :

• 3-6 years of relevant experience in private credit leveraged finance restructuring or portfolio management at a leading asset manager investment bank or accounting firm.
• Deep understanding of credit fundamentals financial modeling loan documentation covenant structures and performance drivers in private credit.
• Exceptional analytical and problem-solving skills with proven ability to synthesize complex information and communicate clearly across stakeholder groups.
• Experience or interest in programming languages data analysis AI and automation tools (e.g. Python SQL PydanticAI) and digital innovation is considered a strong asset.
• Highly motivated with growth-oriented mindset and proven ability to thrive in a high-performance culture.
• Undergraduate degree in Finance Accounting Business or a related field required; progress toward a CFA or CPA designation is considered an asset.

Additional Information :

Visit our LinkedIn Career Page or Follow us on LinkedIn. #LI-AP1 #LI-ASM1 #LI-Onsite

At CPP Investments we are committed to diversity and equitable access to employment opportunities based on ability.

We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process.

Our Commitment to Inclusion and Diversity :

In addition to being dedicated to building a workforce that reflects diverse talent we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials accessible meeting rooms etc.) please let us know and we will work with you to meet your needs.

Disclaimer :

CPP Investments does not accept resumes from employment placement agencies head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CPP Investments to provide resumes to this posting or web-site will be considered unsolicited and will not be considered. CPP Investments will not pay any referral placement or other fee for the supply of such unsolicited resumes or information.

Remote Work : Employment Type :

Full-time

Key Skills

Portfolio Management,Wealth Management,Financial Services,Hybris,Microsoft Word,Banking,Cash Management,Data Management,Microsoft Powerpoint,Securities Law,Microsoft Excel,Internet Of Things

Experience : years

Vacancy : 1

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