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About the Role

This role provides finance support for Real Assets and Portfolio Management teams, focusing on strategy, performance, transactions, governance, reporting, and analysis. The Senior Associate will ensure data accuracy, partner with front office teams, and drive continuous improvement within the service model, contributing to team and enterprise-wide initiatives.

Responsibilities

• Support the understanding of results delivered by partners/third parties to provide meaningful reporting to Deal Teams/Portfolio Management.
• Articulate variances to budgeted expectations at an investment level and attribute/explain performance quarterly.
• Provide quality data and analysis to enable strategic decision making and understand performance drivers.
• Support the delivery of key financial information ingestion and aggregation across the Real Asset portfolio.
• Collaborate with internal teams (valuations, tax, treasury, risk management, legal, operations) for successful execution and management of real asset investments.
• Support the mid-year and year-end valuations process, calculating final market values and aligning with Deal Teams and Portfolio Management.
• Support the delivery of strategic initiatives to improve enterprise-wide data accessibility.
• Build and manage relationships with investment partners and third-party service providers.
• Ensure Partner deliverables and processes meet requirements for accurate and reliable reporting and analysis.
• Oversee and review cash flow processes (calls/distributions) from deal structures.
• Support onboarding of new Partners with consistent and appropriate processes and deliverables.
• Manage cash flow for acquisitions, disposals, and other calls/distributions.
• Manage internal operational requirements for transactions, including cash transactions, internal structure set-up, and deal flow.
• Deliver accurate data utilized by OTPP's book of record, performance measurement, risk analytics, and regulatory compliance.
• Support the review of Controlled Investment’s annual audited accounts in line with required Portfolio Company Governance.
• Support with respect to OTPP audit and internal audit requirements.
• Prepare various quarterly/bi-annual internal reporting requirements for Finance and Portfolio Management.

Requirements

• Bachelor's degree in Finance, Real Assets, Business Administration, Accounting, or a related field.
• Professional designation preferred (CPA, CFA or CAIA).
• Solid understanding of real asset markets, valuation techniques, financial structures, capital activity (calls/distributions) and other relevant operational concepts.
• Good understanding of data concepts and the ability to interpret and work with data effectively.
• Strong accounting knowledge, including the ability to review financial statements, understand cash flow analysis, and work with accounting teams.
• Strong quantitative and computer skills (Excel, Data Visualization tools), including an understanding of database concepts.
• Excellent analytical skills and the ability to think through problems and recommend solutions.
• Proven experience in managing relationships with third-party service providers, including asset managers, property managers, and consultants.
• Minimum of 6+ years of experience in real asset finance, investment analysis, real asset private equity or other private investments, with a focus on institutional investments.
• Candidates must be legally entitled to work in the country where this role is located.

Skills

• Excel
• Data Visualization tools
• Database concepts
• Financial reporting
• Cash flow analysis
• Quantitative skills
• Analytical skills
• Relationship management

Location

• Hybrid

Work Type

• Hybrid
• Full-time

Experience Level

• Minimum of 6+ years of experience

Education Level

• Bachelor's degree
• CPA
• CFA
• CAIA

Salary/Compensations

• $105,000 - $155,000

Benefits

• Pay-for-performance with base salary and annual incentive
• Numerous opportunities for professional growth and development
• Comprehensive employer paid benefits coverage
• Retirement income through a defined benefit pension plan
• Deferred Incentive Program
• Flexible work environment combining in office collaboration and remote working
• Competitive time off
• Flexible Travel Program (option to work abroad for up to a month each year)
• Employee discount programs (Edvantage and Perkopolis)

About the Company

• Ontario Teachers' is a global investor in the education sector.
• We offer a work experience that inspires, encourages talent development, celebrates diversity and rewards superior performance.
• We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves.

Equal Opportunity

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