Investment Associate, Private Capital - Financial Services

We are seeking an Associate for our Private Capital (“PC”) team. Based in Toronto, you will be an integral part of the team focused on direct private equity investments in North America. You will play a key role in evaluating potential investment opportunities, executing transactions, and managing existing portfolio investments that make up our Financial Services strategy. You may also support transactions with other sector teams as required. This team explores opportunities investing in property and casualty insurance, asset and wealth management, consumer finance, commercial finance, financial technology and services businesses.

Every day, across a range of business sectors and in locations around the world, Ontario Teachers', home to one of the world's largest, most sophisticated pools of private capital, actively seeks opportunities for partnership and to invest in companies that are looking to grow. You will be joining our Toronto office where you will work directly supporting senior team members to evaluate and manage private equity investments.

In your new role, you will have the opportunity to collaborate with a number of professionals including other members of OTPP in Toronto, London, Mumbai & Singapore and outside professionals such as management teams of our assets, investment bankers, board directors and lawyers.

Your time will be spent evaluating new investments and determining whether the company represents an attractive investment opportunity. Among other things, the analysis of investments includes conducting industry and company research, managing third-party advisors, building sophisticated financial models, arranging debt financing, reviewing legal documents, reviewing and analyzing due diligence materials, and preparing internal support materials and written recommendations to PC’s Investment Committee.

Once a transaction has been completed, you will remain involved with the business, potentially attending board meetings as an observer, and will work with the management team and the board of directors to implement value-enhancing initiatives. In addition, you will work directly with management on various initiatives as required, including with respect to mergers and acquisitions, debt refinancings, budgeting and other strategic projects.

You will get to play an active role in assisting in and identifying target investment sectors and generating proprietary deal flow in specific sectors. Activities will include conducting desk research, working with bankers and consultants, and attending conferences. You will also assist in building and maintaining relationships with fund partners.

What you'll need

• Min. 2+ years post-grad related work experience (such as private equity, investment banking, or M&A Advisory)

• CFA and / or other meaningful designations are positive assets

• Solid financial modelling (LBO/DCF) and valuation skills

• Proficient skills with Excel

• Very strong analytical and quantitative skills and ability to perform in-depth, creative, critical analysis

• Deep understanding of fundamental investment analysis

• Ability to develop a good knowledge base of the economic/business characteristics, conditions and trends of a broad range of industries

• Excellent communications skills, both oral and written, with solid presentation skills

• Excellent interpersonal, and collaboration skills

• Self-motivated, and possess unquestioned personal and professional integrity

• Ability to meet tight timelines and operate in a highly complex and demanding work environment

• Ability and willingness to travel (primarily within North America)

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