Associate, Portfolio Management Team - Portfolio Construction & Analytics
Exciting opportunity to join the dynamic Portfolio Management Team (PMT) as an Associate. In this position you will play a meaningful role in helping manage Equities portfolio construction initiatives, leading portfolio monitoring across the ~70 direct investments, timely execution of cross-portfolio initiatives, and coordinating the mid-year and year-end valuation processes and preparing reports and analysis for the senior leadership teams including the CIO and Board.
This is a highly valued fast paced team supporting multiple partners in Private Capital Directs, Fund Investing, High Conviction Equities, TFM, Finance and Risk.
Who you'll work with
You will be joining a collaborative team of private equity investors and portfolio managers with an established track record of top-quartile performance in a $43bn Equities portfolio (as of June 30, 2020). On this team you will report directly to the Senior Principal, PMT and you will also develop and mentor junior colleagues on a variety of projects.
You will collaborate regularly with diverse investment professionals within the department and for specific initiatives you may help lead internal teams and/or external partners. You may also work alongside with our Value Creation & Analytics colleagues in the Infrastructure & Natural Resources team on initiatives that straddle all Private Investments. In all instances you will have the opportunity to work with hardworking, experienced individuals who you will learn from and grow your capability set.
What you'll do
Support department-wide portfolio analytics, monitoring and operationally focused activities
Assist in developing & enhancing regular and ad hoc portfolio-wide analytics (exposures and performance by portfolio, industry, geography, deal team, vintage, ownership, financial performance, risk & benchmarks) to help inform portfolio construction and investing decisions
Manage the develop high quality, succinct internal reporting, including the Equities Annual Board Reports, Investment Committee reporting, Capital Planning, Liquidity Continuum and other ad-hoc reports to CIO, functional partners, OTPP ET & Board
Oversee timely and efficient portfolio monitoring of ~70 portfolio companies through iLevel portfolio management software process; assist with any troubleshooting activities regarding the same
Assist in Mid-Year & Year-End valuation process oversight for Equities, ensuring consistency in approach across Toronto, London, Hong Kong, and Singapore deal teams, providing concise commentary & projections and ensuring high quality valuation submissions to Finance
Collaborate with TFM, Risk, Performance, Financial Operations, and Valuation on Equities-specific & fund-wide initiatives (e.g. Modelling the Firm, Efficiency Metrics, etc.)
Support Risk in ensuring departmental risk is accurately measured, risk models are accurately developed and implemented in a timely manner
Preparation of presentations and/or materials for SMD Equities or other senior team members for off-sites, conference, team meetings, etc.
Assist with coordinating and preparing Equities annual administrative expense budget and department scorecard
Take ownership for analytical dashboards and reporting using PowerBI
Contribute to cross-portfolio initiatives and sharing of best practices
Provide input into ad-hoc asset and benchmark hedging strategies
Support junior colleague training and development
Over the next two years in this role, the Associate, PMT, will have delivered on the following:
Become a trusted thought partner to PMT Senior Principal, the PMT, and deal teams on reporting, valuation, and monitoring initiatives and developed a strong relationship with Finance, TFM and Risk
Created and maintained new analytical insights using PowerBI
Provided high quality timely reporting to relevant partners
Further develop PMT team juniors for successful roles elsewhere in the Fund, where applicable
Engage deal teams in cross portfolio initiatives improving efficiency, managing risk and providing consistency across portfolio
What you'll need
Our ideal candidate will have +3 years of progressive experience in finance and valuation including the following:
Undergraduate degree in accounting, business management or related field
Preference CBV designation or similar professional qualification (CPA, CFA)
Working knowledge of equity valuations with various methodologies across multiple industries, performance management & reporting
Strong project management skills, ability to develop concise analysis, identify relevant insights & tell the story
Ability to balance competing priorities, work independently, and thrive in a high-performance team environment
Strong Excel, PowerPoint & writing skills; experience with PowerBI
Keen attention to detail and production of zero-defect work
Superb work ethic and a high degree of initiative
What we're offering
Pay for performance environment that offers competitive salary and incentives
Numerous opportunities for professional growth and development
Comprehensive employer paid benefits coverage, including a Health Spending Account
Guaranteed retirement income through a defined benefit pension plan
Competitive time off
Discount programs including Edvantage and Perkopolis
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At Ontario Teachers', we are a globally minded organization and take pride ensuring that the people we hire and the culture we create reflects and celebrates diversity of thought, background and experience. Through our Inclusion & Diversity Employee Resource Groups (ERGs) events, celebrations, we offer a variety of opportunities for colleagues to connect for the purposes of professional development and networking & mentoring.
If you require an accommodation for the application, recruitment or interview process, please let us know and we will work with you to meet your needs.
How to apply
Are you ready to pursue new challenges and take your career to the next level? Apply today!
You will be invited to complete a pre-recorded interview as part of the recruitment process. This will take no longer than 10 minutes.
We thank you for applying and look forward to reviewing your application. Note that candidates must be legally entitled to work in the country where this role is located.
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