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About the Role

The Senior Associate, Deal Management, Private Investment Operations will ensure timely and seamless execution of all private deals, acting as the primary point of contact and subject matter expert for the private deal execution process. This role involves maintaining deal execution data and creating actionable insights for enterprise-wide use.

Responsibilities

• 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.
• Closely track pre-execution deals, understand and communicate the rationale behind each deal, and describe target investments to senior 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.
• 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.
• 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.

Requirements

• 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.
• Candidates must be legally entitled to work in the country where this role is located.

Skills

• Excel
• Data Visualization tools
• Database concepts
• Project management
• Time management
• Interpersonal skills
• Communication skills
• Data analysis
• Reporting
• Private investment structures
• Deal mechanics

Location

• Remote
• Hybrid

Work Type

• Hybrid
• Remote

Experience Level

• Senior Associate
• 4+ years of related work experience

Education Level

• Relevant university degree (such as Business, Economics, Mathematics, Computer Science) or equivalent relevant experience.
• CFA/CPA/CAIA certification.

Salary/Compensations

• $105,000 - $155,000

Benefits

• 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

About the Company

• 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'.
• At Ontario Teachers, we know that our Talent are our greatest strength – every innovation, every idea and every win has been powered by our people. We offer a work experience that inspires, encourages talent development, celebrates diversity and rewards superior performance. The best and brightest not only come here – they stay. Help us continue to deliver outstanding service and retirement security to our members and be the world’s leading pension plan. Apply today! Your Talent. Your Experience. Our Future. www.otpp.com/careers

Equal Opportunity

• Accommodations are available upon request (peopleandculture@otpp.com) for candidates with a disability taking part in the recruitment process and once hired.