The opportunity We are seeking an Associate to join the Financial Services Group within the Private Capital team. Based in Toronto, you will be an integral part of a team focused on direct investments in North America. You will play a key role in evaluating potential investment opportunities, executing transactions, conducting sector research including transaction pipeline building, and supporting portfolio company management. Who you'll work with Our Financial Services team invests across sub-sectors including Insurance, Wealth & Asset Management, Lending, Professional Services, and Cards & Payments, with a particular need to understand the regulatory, AI, data and digitization themes reshaping the sector. You will work with sector specialists and portfolio company management to evaluate new investments, support value creation initiatives, and develop sub-sector views across priority areas. What you'll do You will evaluate new investments and determine whether the company represents an attractive investment opportunity. The analysis of investments includes conducting industry and company research, managing third-party advisors, building sophisticated financial models, arranging debt financing, reviewing legal documents, reviewing and analyzing due diligence materials, and preparing internal support materials and written recommendations to PC’s Investment Committee. Once a transaction has been completed, you will remain involved with the business, potentially attending board meetings as an observer, and will work with the management team and the board of directors to implement value-enhancing initiatives. In addition, you will work directly with management on various initiatives as required, including with respect to mergers and acquisitions, debt refinancings, budgeting and other strategic projects. You will help develop and refresh sub-sector investment theses through deep dives, market mapping, primary research, target screening, valuation benchmarking, and identification of key diligence themes. Activities will include conducting desk research, working with bankers and consultants, and attending conferences. There is also the expectation that you assist in building and maintaining relationships with fund partners. What you'll need 2-3 years related work experience from a leading investment bank or consulting firm. An undergraduate from a university with a focus on business / finance / accounting / investment analysis, or equivalent experience Experience in developing financial models (LBO, DCF, etc.) from the ground up to aid in investment valuation, transaction structuring, and financing decisions. Experience evaluating companies, transactions, or investment themes in Financial Services is considered an asset. Very strong analytical and quantitative skills and ability to perform in-depth, creative, critical analysis Comfort using data and AI-enabled tools to support research, analysis, diligence and portfolio company work Experience in the investment process, including conducting due diligence, arranging debt financing and negotiating documentation Excellent communication skills, both oral and written, with solid presentation skills Collaborative teammate with strong interpersonal skills, able to establish and build relationships Self-motivated, and possess unquestioned personal and professional integrity Ability to meet tight timelines and operate in a highly complex and demanding work environment Ability and willingness to travel What we’re offering 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 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 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: Investments Vacancy: Current Requisition ID: 7058 #LI-WC1 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 Recruitment Fraud Warning: Be Careful of Fraud: Please be aware of the misuse of the Ontario Teachers' Pension Plan [OTPP] name and brand by individuals and groups impersonating executive search representatives. This includes the advertising of fake OTPP job postings, "phishing" scams that seek personal, confidential, or financial information from potential job candidates, and false representations of being retained on Ontario Teachers' behalf. Ontario Teachers' will never ask candidates for payment, banking information, or financial details as part of the recruitment process. All legitimate opportunities are posted on our Careers site, and recruitment-related communications will come from Ontario Teachers' representatives or authorized recruitment partners engaged on our behalf. If you are unsure whether a communication is legitimate, please verify it through our Careers site or by contacting [email protected].

Investment Associate, Private Capital - Financial Services.

more at otppb.

Investment Director, Infrastructure & Natural Resources

Managing Director, Financial Services, Private Capital

Director, Private Capital, Financial Services

similar roles.

Interne:r Controller:in (all genders)

Senior Consultant | Manager (all genders) M&A Restructuring

EH&S Audits & Assessments Section Chief - Associate Public Health Sanitarian III

Senior Financial Accountant

Regulatory Compliance Officer

EAP Counselor