Associate/Senior Associate, Portfolio Value Creation

TN United Kingdom; London; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Associate/Senior Associate to join their Portfolio Value Creation team in London. This role offers a unique opportunity to engage with a diverse range of assets while driving value creation initiatives. The ideal candidate will possess strong analytical skills, a high level of numeracy, and the ability to manage complex stakeholder environments. Join a dynamic team committed to integrity and high performance, where your contributions will directly impact the organization’s success. This position promises a stimulating work environment with opportunities for professional growth and development.

Qualifications

• Experience in Big 4 or corporate development roles.
• Strong numeracy and analytical skills are essential.

Responsibilities

• Support investment group portfolio relationships and asset reviews.
• Identify and execute value creation initiatives across portfolios.

Skills

Financial Analysis

Stakeholder Management

Analytical Skills

Communication Skills

Business Judgement

Education

ACA Certificate

Degree in Finance or Related Field

Job description

Social network you want to login/join with:

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Client:

CPP Investments

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

9e4567149cb4

Job Views:

10

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

Company Description

Make an impact at a global and dynamic investment organization

When you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure long-term sustainability. The CPP Fund is projected to reach $3 trillion by 2050. CPP Investments invests in all major asset classes, including public equity, private equity, real estate, infrastructure and fixed-income instruments, and is headquartered in Toronto with offices in Hong Kong, London, Luxembourg, Mumbai, New York City, San Francisco, São Paulo and Sydney.

CPP Investments attracts and selects high-calibre individuals from top-tier institutions around the globe. Join our team and look forward to:

• Diverse and inspiring colleagues and approachable leaders
• Stimulating work in a fast-paced, intellectually challenging environment
• Accelerated exposure and responsibility
• Being motivated every day by CPP Investments’ important social purpose and unshakable principles
• A flexible/hybrid work environment combining in office collaboration and remote working
• A deeply rooted culture of Integrity, Partnership and High Performance

If you share a passion for performance, value a collegial and collaborative culture, and approach everything with the highest integrity, here’s an opportunity for you to invest your career at CPP Investments.

Job Description

We are looking for an Associate/Senior Associate to join the Portfolio Value Creation (PVC) team in the London office, during an exciting period of transformative change and growth. PVC partners with global Investment Groups across a portfolio of c. 85 assets and works out of offices in Toronto, London, Hong Kong, San Francisco, New York and São Paulo. PVC consists of c. 40 experienced professionals with investment, consulting and corporate backgrounds, operating across the portfolio and throughout asset lifecycles.

Reporting to the Managing Director, Head of Portfolio Value Creation, your role will include:

• Support respective investment group portfolio relationship leads on executing the asset review process for the relevant private investment portfolios (oil & gas, power and renewables, real estate, etc.)
• Utilize your experience and exposure to our asset base to identify and execute on value creation initiatives
• Support due diligence of new investment opportunities and the transition of new assets into CPP Investments' portfolio (Day 1 transition, 100-day planning, governance setup, etc.)
• Have the willingness to execute on specific value creation initiatives

You will assist the portfolio relationship leads in reviewing investment performance, work with PVC colleagues on identifying value creation opportunities within the assets and liaise with investment teams to deliver on both mandates. Working across direct investment portfolios provides a unique opportunity to develop knowledge and expertise and transfer this to the benefit of the entire portfolio. To be effective in your role you will need to develop relationships across the PVC team as well as with investment teams across CPP Investments and support functions.

As the ideal candidate, you are recognized for your high quality of work. You have built a track record of strong business judgement and ability to apply this across assets and asset classes. You are a proven independent executor who takes an enterprise perspective when evaluating opportunities. As a highly effective communicator you will build a relationship of trust with key internal partners and in turn, relevant external management teams; and inspire others across the PVC group and broader organization. You are a strong collaborator with demonstrated experience across levels, sectors and geographies and are viewed as an impactful team member. You also have an entrepreneurial mindset and a passion for building businesses.

You will:

• Take ownership of the asset review cycle including drafting investment asset review meeting agendas, reviewing materials and periodically reviewing performance of investment portfolio (actively recommending KPIs that are important)
• Actively participant in asset review discussions with investment teams and help identify specific asset management initiatives/plans
• Assist in the identification and implementation of value creation opportunities across the portfolios
• Support transition of new assets into CPP Investments’ portfolio (Day 1 transition, 100 day planning, governance setup, value creation plan development and vetting, etc) by identifying benchmarks, and providing rigorous project management
• Drive the culture of the PVC team by living our Guiding Principles

Qualifications

You will bring:

• Related work experience in either Big 4 with sector specialism (working for transaction services), or financial planning and analysis / corporate development experience in relevant industries. Experience in investment banking, consulting firms, private equity and hedge funds in a portfolio role will also be considered
• High level of numeracy is essential
• ACA certificate would be preferred
• Prior knowledge of the energy and/or renewable industry would be highly preferred
• Strong written and verbal communications skills
• Strong analytical skills and business judgement
• Experience in working in complex stakeholder environments and strong stakeholder management skills
• Team player who enjoys a high-performance culture
• Conduct consistent with our Guiding Principles of Integrity, Partnership and High Performance