The opportunity
We are seeking an Associate to join the 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 pipeline building, and supporting portfolio company management.
Who you'll work with
Our Services team is focused on commercial and residential, industrial and infrastructure, and durable customer services. You will work alongside experienced deal professionals on thesis development, platform and add-on acquisitions, and portfolio company value creation planning and management. In your role, you will engage with management teams, fund partners, investment bankers, board directors, and advisors.
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, 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 value creation planning, 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
- Approximately 2 years of related work experience (investment banking preferred though experience in private equity, M&A; advisory, management consulting, or corporate development may be considered)
- An undergraduate or graduate degree 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 industrials or business 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
- Deep understanding of fundamental investment analysis
- Experience in the investment process, including conducting due diligence, arranging debt financing and negotiating documentation
- Ability to develop a good knowledge of the economic/business characteristics, conditions and trends of the target sector
- 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 qualified 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.
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Functional Areas:
InvestmentsVacancy:
Current
Requisition ID:
7059
📌 Investment Associate, Private Capital – Services (Toronto)
🏢 Ontario Teachers' Pension Plan
📍 Toronto