Job Description
The opportunity
The Analyst, Value Creation & Analytics (VCA) will play a key role in the INR Investment Team by delivering performance reporting, valuations and portfolio construction activities across our global portfolio of more than 60 privately held investments. You will work in a dynamic and fast-paced environment to deliver investment analyses and reporting to senior leadership teams including the CIO and the OTPP Board of Directors.
The position requires taking a big picture perspective to develop analytics and insights at the portfolio level and provide the INR team with enhanced decision-making tools and capabilities to deliver on its strategy. You will drive efficiencies and enhancements to INR’s business, particularly in investment valuations, operational risk-monitoring and portfolio-level forecasting. In addition, you will overlay portfolio construction-related analytics into the INR investment decision-making framework.
You will also actively analyze reporting from INR’s Portfolio Companies to create a robust performance profile of the global portfolio for both INR Senior Management and internal partners across the Fund including the CIO-led investment committees and the OTPP Board of Directors.
Furthermore, the Analyst, VCA – Analytics will build strong relationships both within the INR team and with departments across the Fund to ensure high quality information-sharing between INR and other internal partners and coordinate our team’s participation in the Fund’s internal initiatives.
Who you’ll work with
You will join a collaborative group of investment professionals with a collegial team culture and an established track record of strong performance in a $40 billion investment portfolio (as of June 30, 2022). You will report to the Director, VCA – Analytics and directly support the Associate, VCA – Analytics as well as senior Investment Team members across sectors and geographic regions which will provide numerous opportunities to learn and grow your skills and experience.
What you’ll do
Act as a trusted thought partner to the INR Executive Managing Director and the INR Senior Leadership team.
Develop strong relationships with functional partners in Finance, Risk, and the Total Fund Management team, and other investing departments.
Partner and communicate effectively with the broader team to ensure that appropriate parties are kept informed and engaged on VCA-led initiatives
Work with asset teams to prepare high-quality reports to the CIO-led Committees and the OTPP Board
Prepare investment performance reports to help the Executive Managing Director manage the business
Coordinate and deliver INR's strategic plans, scorecards, budgets and portfolio company diversity metrics
Plan, refine and improve reporting to ensure timely and optimal decisions at internal committee meetings
Work with Finance to plan, schedule and deliver semi-annual valuations of our investment portfolio
Review valuations prepared by asset teams for technical consistency and reasonableness of conclusions
Manage the valuation process to ensure timely delivery of high-quality valuations and a smooth process
Work with INR Investment Associates to analyze and forecast the performance of existing and potential assets and the overall portfolio by conducting analyses of cash flows and returns
Collaborate with the Risk group to analyze risk models and gather key insights on portfolio risk attributes
Conduct investment analysis for INR Senior Management to inform decisions on portfolio target weights by sector, geography, return type, etc.
Serve as key liaison between INR and Total Fund Management, Risk, Finance, Internal Audit and Compliance
Act as INR’s advocate and representative on all internal operating and governance initiatives
Lead, coordinate and deliver INR responses to Fund-wide initiatives
Lead evolution of internal operations to ensure best practices, efficiency and to facilitate our global business
What you’ll need
Minimum of one to three years of progressive experience in valuations, finance, accounting, and financial analysis
University graduate preferably in business, economics, finance or a related field
Professional qualifications (CPA, CFA, CBV) preferred
Strong financial modeling, technical and data management skills
Excellent analytical and quantitative skills with a knack for performing in-depth, critical analysis and an ability to step back and “tell the story”
Strong knowledge of private asset valuations and concepts of risk
Outstanding written and verbal communication and presentation skills
Project management and facilitation skills
Exceptional prioritization skills
Knowledge of productivity tools including PowerBI an asset
Proven track record of building constructive relationships across organizational boundaries
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What we’re offering
Pay-for-performance environment that offers competitive salary and incentive
Numerous opportunities for professional growth and development
Comprehensive employer paid benefits coverage
Retirement income through a defined benefit pension plan
The opportunity to invest back into the fund through our Deferred Incentive Program
A flexible/hybrid work environment combining in office collaboration and remote working
Competitive time off
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
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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 (peopleandculture@otpp.com) 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.
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Functional Areas:
Investments
Requisition ID:
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