Investment Associate

Ontario Teachers' Pension Plan; Dallas (TX); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Ontario Teachers' Pension Plan seeks an Investment Analyst to support real estate investments across acquisitions, dispositions, due diligence, and portfolio monitoring. You will build and maintain complex financial models, perform market analyses, and contribute to reports for investment decisions.

The role involves preparing investment memos for the investment committee, coordinating with partners and service providers, and supporting strategic initiatives within a dynamic, growth‑oriented

Qualifications

• Bachelor's degree in Finance, Business, Economics, Mathematics, Statistics or related field.
• Two years of experience as Investment Analyst or Market Analyst.
• Advanced Excel for financial modeling and multi-scenario sensitivity analyses.
• PowerPoint presentations for investment committee materials.
• Use ARGUS Enterprise for property-level forecasting and valuation.

Responsibilities

• Underwrites real estate opportunities for asset and corporate level transactions.
• Develops financial models for investments and joint ventures.
• Leads research and execution of strategic initiatives.
• Manages the investment process: origination, due diligence, portfolio monitoring.
• Creates investment memos for the investment committee.

Skills

Excel

PowerPoint

Financial modeling

Due diligence

Valuation analysis

Education

Bachelor's degree in Finance/Business/Economics/Mathematics/Statistics

Tools

ARGUS Enterprise

Job description

Duties

Under general supervision, provides expertise through conducting complex analyses of data and developing related reports and recommendations to support investments in all of its initiatives. Underwrites real estate investment opportunities (acquisitions/dispositions) for both asset and corporate level transactions and performs asset and market due diligence. Execution of real estate and real estate-related acquisitions and dispositions, including due diligence processes. Development and management of financial models for investments, joint ventures, scenario analysis and financing. Leads research, analysis and execution of strategic initiatives. Responsible for all aspects of the investment process: origination, deal execution, due diligence, and portfolio monitoring. Develops investment thesis and creates memos to be presented to the investment committee. Performs financial modelling and analysis such as: financial projections, sensitivity analysis, valuations, and returns. Drives sector research to identify investment targets and perform competitive analysis. Evaluates and monitors the ongoing performance of portfolio company investments. Develops and maintains relationships with partners, entrepreneurs, investment professionals, and service providers to facilitate deal sourcing. Stays abreast of events and trends in the Real Estate sector. Supports ongoing strategic initiatives and reporting requirements.

Requirements

Requirements: Bachelor's degree in Finance, Business, Economics, Mathematics, Statistics, or related field of study. Two (2) years related experience as an Investment Analyst, Market Analyst, or related occupation. Experience is required and must include: Utilizing advanced Microsoft Excel for financial modeling, including complex formulas and multi scenario sensitivity analysis, to build and maintain DCF based models evaluating investment performance and returns Developing investment committee presentations using Microsoft PowerPoint, incorporating financial models, charts and tables, valuation analyses, and investment recommendations Utilizing ARGUS Enterprise software to perform property level cash flow forecasting, lease level modeling, and valuation analysis for real estate investment opportunities Conducting financial due diligence, valuations, and underwriting for asset level and corporate level real estate acquisitions, including analysis of financial statements, rent rolls, and capital structures.

Work arrangement

*WFH 1 day per week

What we're offering

Numerous opportunities for professional growth and development Comprehensive employer paid benefits coverage A flexible 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

Diversity and Inclusion

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'.

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. To learn more about how Teachers' uses AI with your personal information, please visit our Privacy Centre.

Functional Areas

Investments Vacancy: Current