Investment Associate, Value Creation - Equities at Ontario Teachers' Pension Plan

Toronto, Ontario, Canada

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Private Equity, Venture Capital, InfrastructureIndustries

Requirements

Bachelor’s degree required, preferably in business/engineering
Strong analytical and problem-solving skills, including advanced data analysis capabilities and a structured approach to tackling complex business challenges (e.g., Excel modelling, SQL, Python or other coding tools)
Excellent communication skills, both verbal and written, with the ability to craft compelling narratives and strategic insights in PowerPoint and other presentation formats
Ability to build relationships with internal stakeholders and portfolio company leadership
Comfortable working in fast-paced, ambiguous environments and managing multiple priorities
Collaborative team player who thrives in a dynamic, high-performance culture
Passionate about value creation and making a tangible impact on portfolio performance
Minimum of 3 years of experience in management consulting, investment banking, private equity, or operating roles within VC/PE-backed portfolio companies

Responsibilities

Conduct deep dives into functional areas (e.g., pricing, operations, digital, change management) to uncover and implement performance improvement opportunities
Help develop and refine value creation plans for portfolio companies, including KPI frameworks, mobilization plans, and execution roadmaps
Collaborate with management teams to drive strategic initiatives and track progress against value creation goals
Codify best practices and contribute to the development of playbooks and tools that can be leveraged across the OTPP portfolio
Support deal teams during diligence by conducting commercial assessments, identifying value creation opportunities, and collaborating with external advisors
Participate in cross-asset initiatives with TVG and INR as needed, bringing a PE lens to broader value creation efforts
Contribute to internal projects such as offsites, CEO forums, and portfolio analytics efforts
Build effective partnerships with key stakeholders and foster a culture of collaboration and cooperation
Partner and communicate with the broader team ensuring appropriate parties are kept informed and engaged on transactions or initiatives
Demonstrate a consistently positive and proactive attitude, contributing to a collaborative and high-performing team environment
Operate with a strong sense of accountability, taking ownership of tasks and driving initiatives forward with pace and precision
Influence the strategy development and implementation
Accountable to develop recommendations for portfolio management decisions
Recommend alternatives to improve performance

Skills

Due Diligence

Strategy Development

Operations Improvement

Pricing Analysis

Digital Transformation

Change Management

KPI Frameworks

Execution Roadmaps

Commercial Assessments

Value Creation

Problem Solving

Portfolio Management

Ontario Teachers' Pension Plan

Global investment management for pension funds

About Ontario Teachers' Pension Plan

Ontario Teachers' Pension Plan manages a large investment portfolio with $241.6 billion in assets, aiming to grow to $300 billion by 2030. The organization invests in a diverse range of sectors, including agriculture and artificial intelligence, to ensure retirement security for 333,000 teachers in Ontario. Their investment strategy goes beyond just financial returns; they focus on enhancing sustainability in their portfolio companies and seek to create a positive impact on the businesses they invest in and the broader community. This commitment to responsible investing sets them apart from other pension funds, as they prioritize both profitability and a better future.

Toronto, CanadaHeadquarters

1989Year Founded

$15,381MTotal Funding

N/ACompany Stage

AI & Machine Learning, Financial ServicesIndustries

1,001-5,000Employees