Senior Associate, Deal Management, Private Investment Operations (12 Month Contract)
The Opportunity
The Senior Associate, Deal Management, Private Investment Operations will be primarily responsible for ensuring timely and seamless execution of all private deals. They will act as the primary point of contact for the investments group and the subject matter expert for the private deal execution process for all internal and external stakeholders. They will also be responsible for maintaining deal execution-related data and creating actionable insights that can be used enterprise-wide.
Who You'll Work With
The Senior Associate, Deal Management, Private Investments Operations will work in a sub-team within the larger Private Investment Operations team within Finance, closely collaborating with all investment departments that execute private deals, Fund & Direct Ops, Due Diligence and Advisory teams, as well as other stakeholders in Finance, business application owners and users, information technology stakeholders, and third-party providers.
What You'll Do
Deal Execution and Support
Ensure timely and seamless execution of private deals for all investment groups.
Serve as the primary point of contact for investments and private deal execution-related requirements.
Ensure appropriate sign-offs and operational setups are in place.
Review and understand all relevant transaction execution-related documents.
Support senior management in the continuous improvement of the deal execution process.
Act as the subject matter expert for the complete deal execution lifecycle for all internal and external purposes.
Deal Advisory
Closely track pre-execution deals, understand and communicate the rationale behind each deal, and describe target investments to senior management.
Stakeholder Management
Foster relationships with investment teams and closely collaborate with other internal and external stakeholders.
Ensure high-quality service delivery from service providers and monitor performance through KPIs.
Deliver all team responsibilities professionally, timely, and accurately.
Data Management and Reporting
Ensure the highest data quality is maintained for deal execution-related data and metrics for enterprise-wide use.
Create actionable insights through analytics and recommend actions based on these insights.
Perform continuous monitoring of dashboards and deliver timely, accurate reports, providing recommendations to ensure processes are continuously efficient and provide consumer value.
Training and Development
Understand each role your team members play and cross-train within the team on all processes and systems.
Constantly update process documents to ensure institutional memory is preserved.
Continuously evolve design processes, including experimentation and learning with emerging technologies.
Work with senior management and stakeholders to design and implement efficient and effective private structures to house deals.
Calculate ongoing costs and benefits of each structure as an input into deal structuring decisions.
Work with external parties to set up and manage externally administered SPVs and manage account platforms.
What You'll Need
Relevant university degree (such as Business, Economics, Mathematics, Computer Science) or equivalent relevant experience.
CFA/CPA/CAIA certification.
4+ years of related work experience in alternative investment operations.
Extensive experience in investment finance processes, especially related to private alternative assets.
Excellent analytical skills and the ability to think through problems and recommend solutions.
Strong quantitative and computer skills (Excel, Data Visualization tools), including an understanding of database concepts.
Strong project management and time management skills.
Excellent interpersonal and communication skills.
Ability to work independently and as part of a team.
Experience with data analysis and reporting.
Understanding of various private investment structures and deal mechanics.
Ability to quickly grasp new concepts and work under pressure with time-sensitive deadlines
#LI-OTPP, #LI-PA1, #LI-Hybrid
What we’re offering
The Base Salary range for this level is as follows: $105,000 - $155,000. Individual compensation and placement of this role in the range is based on different factors unique to each candidate, including but not limited to relevant experience, skills, demonstrated competencies, and internal equity as they relate to the role.Competitive compensation
Numerous opportunities for professional growth and development
A flexible work environment combining in office collaboration and remote working
Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year
Employee discount programs including Edvantage and Perkopolis
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'.
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 digital interview as part of your application.
Accommodations are available upon request ([email protected]) 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:
FinanceVacancy:
Current
Requisition ID:
#LI-PA1
Skills Required
- Relevant university degree (Business, Economics, Mathematics, Computer Science) or equivalent experience.
- CFA, CPA, or CAIA certification.
- 4+ years of related work experience in alternative investment operations.
- Extensive experience in investment finance processes, especially private alternative assets.
- Excellent analytical skills and problem-solving with solution recommendations.
- Strong quantitative and computer skills (Excel, data visualization tools) and understanding of database concepts.
- Strong project management and time management skills.
- Excellent interpersonal and communication skills.
- Ability to work independently and as part of a team.
- Experience with data analysis and reporting.
- Understanding of various private investment structures and deal mechanics.
- Ability to work under pressure and meet time-sensitive deadlines.
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What We Do
Ontario Teachers' Pension Plan (OTPP) is a provider of single-profession pension plans. Its primary activities involve managing pensions and investing plan assets on behalf of both working and retired teachers. The organization maintains a diverse investment portfolio across various asset classes, including equities, infrastructure, natural resources, capital markets, and real estate, with a global presence and a commitment to innovation and growth.
