Senior Associate, Deal Management, Private Investment Operations

Ontario Teachers Pension Plan; Toronto; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

Ontario Teachers Pension Plan is seeking a Senior Associate, Deal Management in Private Investment Operations. The role is pivotal in managing private deals, enhancing operational processes, and fostering valuable stakeholder relationships. Candidates should possess a relevant degree, experience in investment operations, and excellent analytical skills. Join a dynamic team focused on driving efficiency and delivering results in a hybrid work environment.

Benefits

Competitive salary and incentive

Professional growth opportunities

Employers paid benefits coverage

Retirement income through a pension plan

Flexibility to work abroad for up to a month

Qualifications

• 4+ years of related work experience in alternative investment operations.
• Extensive experience in investment finance processes.
• CFA / CPA / CAIA certification.

Responsibilities

• Ensure timely execution of private deals and serve as the main contact for investment requirements.
• Foster relationships with internal and external stakeholders.
• Ensure data quality for deal execution-related metrics.

Skills

Analytical skills

Project management

Time management

Communication skills

Data analysis

Interpersonal skills

Education

Relevant university degree (e.g., Business, Economics, Mathematics, Computer Science)

Tools

Data Visualization tools

Excel

Job description

The Senior Associate, Deal Management, Private Investment Operations will be primarily responsible for ensuring timely and seamless execution of all private deals. They will act as the primary point of contact for the investments group and the subject matter expert for the private deal execution process for all internal and external stakeholders. They will also be responsible for maintaining deal execution-related data and creating actionable insights that can be used enterprise-wide.

Who You'll Work With

The Senior Associate, Deal Management, Private Investments Operations will work in a sub-team within the larger Private Investment Operations team within Finance, closely collaborating with all investment departments that execute private deals, Fund & Direct Ops, Due Diligence and Advisory teams, as well as other stakeholders in Finance, business application owners and users, information technology stakeholders, and third-party providers.

What You'll Do

Deal Execution and Support

• Ensure timely and seamless execution of private deals for all investment groups.
• Serve as the primary point of contact for investments and private deal execution-related requirements.
• Ensure appropriate sign-offs and operational setups are in place.
• Review and understand all relevant transaction execution-related documents.
• Support senior management in the continuous improvement of the deal execution process.
• Act as the subject matter expert for the complete deal execution lifecycle for all internal and external purposes.
• Closely track pre-execution deals, understand and communicate the rationale behind each deal, and describe target investments to senior management.

Stakeholder Management

• Foster relationships with investment teams and closely collaborate with other internal and external stakeholders.
• Ensure high-quality service delivery from service providers and monitor performance through KPIs.
• Deliver all team responsibilities professionally, timely, and accurately.

Data Management and Reporting

• Ensure the highest data quality is maintained for deal execution-related data and metrics for enterprise-wide use.
• Create actionable insights through analytics and recommend actions based on these insights.
• Perform continuous monitoring of dashboards and deliver timely, accurate reports, providing recommendations to ensure processes are continuously efficient and provide consumer value.

Training and Development

• Understand each role your team members play and cross-train within the team on all processes and systems.
• Constantly update process documents to ensure institutional memory is preserved.
• Continuously evolve design processes, including experimentation and learning with emerging technologies.
• Work with senior management and stakeholders to design and implement efficient and effective private structures to house deals.
• Calculate ongoing costs and benefits of each structure as an input into deal structuring decisions.
• Work with external parties to set up and manage externally administered SPVs and manage account platforms.

What You'll Need

• Relevant university degree (such as Business, Economics, Mathematics, Computer Science) or equivalent relevant experience.
• CFA / CPA / CAIA certification.
• 4+ years of related work experience in alternative investment operations.
• Extensive experience in investment finance processes, especially related to private alternative assets.
• Excellent analytical skills and the ability to think through problems and recommend solutions.
• Strong quantitative and computer skills (Excel, Data Visualization tools), including an understanding of database concepts.
• Strong project management and time management skills.
• Excellent interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Experience with data analysis and reporting.
• Understanding of various private investment structures and deal mechanics.
• Ability to quickly grasp new concepts and work under pressure with time-sensitive deadlines

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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 ([emailprotected] ) 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 : Finance

Requisition ID : 6420

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