Principal, Private Capital – Portfolio Management – Portfolio Construction Analytics

Job title: Principal, Private Capital – Portfolio Management – Portfolio Construction Analytics

Company: Ontario Teachers’ Pension Plan Board

Job description: Principal, Private Capital – Portfolio Management (Portfolio Construction & Analytics)The Opportunity

As a Principal within the Portfolio Management Team (PMT), you will play a critical role in overseeing portfolio analytics and construction activities, monitoring of approximately 70 direct investments, engaging in cross-portfolio initiatives, as well as leading the bi-annual valuation processes.

In this role, the successful incumbent will also be encouraged to work independently and as a team in preparing reports and analysis for the Global Head of Equities, the Private Capital Sector leads, Chief Investment Officer, OTPP’s Total Fund Management (TFM) group, Executive Team & Board. Who you’ll work with

The Principal will work in a dynamic, fast paced, creative environment with PMT colleagues, Equities investment team professionals, Equities Senior Team, as well as other cross-fund partners from Finance, Risk, Operations, TFM, etc.

The role also requires close collaboration with our Value Creation & Analytics colleagues in the Infrastructure & Natural Resources and Teachers’ Innovation Platform teams 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

Lead and create high quality, succinct internal reporting, including the Equities Annual Board Reports, Investment Committee reporting, Capital Planning, Liquidity Forecasts and other ad-hoc reports to CIO, functional partners, Executive Team and the Board

Oversee the mid-year and year-end valuation processes for Equities, ensuring consistency in approach across Toronto, EMEA and APAC deal teams, providing concise commentary and projections to leadership and ensuring high-quality submissions to Finance for review

Oversee timely and efficient portfolio monitoring of around 70 portfolio companies through our portfolio management software process

Develop presentations for Global Head of Equities or other members of the Equities Senior Team for offsites, conference, team meetings, etc.

Coordinate and prepare Equities annual administrative expense budget and department scorecard

Enhance and maintain 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 for Equities Senior Team

Collaborate with other private investment departments and OTPP Functional Partners, such as Total Fund Management, Risk, Finance, and Operations, on Fund-wide and Equities-specific initiatives

Support OTPP’s Risk department in ensuring departmental risk is accurately measured (risk models are accurately developed and implemented in a timely manner)

Contribute to cross-portfolio initiatives and sharing of best practices

Help implement and monitor ad-hoc asset and benchmark hedging strategies

Be an active leader and role model within PMT & Equities, supporting junior training and development What you’ll need

Undergraduate degree in accounting, business management or related discipline

Professional qualification (CPA, CFA) required; CBV strongly preferred

Minimum of five years of progressive experience in finance, accounting, financial and management reporting, FP&A, or similar field

Advanced knowledge of business valuation and performance measurement

Excellent analytical and quantitative skills with a knack for performing in-depth, critical analysis, and an ability to step back and “tell the story”

Confident, articulate, and professional written and oral communication skills

Strong project management ability, capable of balancing competing priorities, work independently, and thrive in a high-performance team environment

Self-starter with a positive, team orientated demeanour

Working knowledge of equity valuations with various methodologies across multiple industry sectors

Strong Excel and PowerPoint skills

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 may 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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Functional Area: Investments

Requisition ID: 3202

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Expected salary:

Location: Toronto, ON

Job date: Tue, 15 Dec 2020 23:53:07 GMT