Director, Value Creation Private Markets

Department: Investments

Type: Full-Time - Permanent

Location: Toronto (Hybrid)

Posting Date: September 9, 2026

At OPTrust, paying pensions today, preserving pensions for tomorrow is our mission and business.

When you choose OPTrust, you join a team of smart, talented people who fuel our success and have a passion for pensions. Everyone at OPTrust – in Toronto, London and Sydney – makes a meaningful impact. Our culture is driven by team members with different backgrounds and perspectives creating an inclusive and fulfilling place to work for everyone. We work in a fast-paced environment, but we find time to have fun and give back to the community.

What OPTrust offers you

- Unique culture rooted in our core values – collaboration and teamwork, integrity, respect, flexibility, excellence, and continuous improvement.
- A purpose-driven environment where we all work towards the common goal of paying pensions today and preserving pensions for tomorrow.
- Comprehensive benefits focused on your health and wellness, including dental, vision and extended health benefits, as well as membership in our world-class defined benefit pension plan.
- A adaptable, hybrid work model.
- A dedicated inclusion, diversity, and equity strategy with meaningful opportunities to participate, including our employee-led resource groups.
- Extensive professional development opportunities and learning initiatives including access to LinkedIn Learning, guest speakers, tuition reimbursement, professional association memberships, leadership development programs, a mentorship program, monthly professional development time and more.
- A competitive vacation package with additional work-life balance days.

About the role The Director, Value Creation will lead the modernization of Private Markets investment workflows and drive AI-enabled value creation across the portfolio. This role combines expertise in private markets, process transformation, data, analytics, and AI to improve investment decision-making, operational efficiency, and portfolio outcomes. Key responsibilities include mapping and optimizing end-to-end investment processes, implementing technology and AI solutions, supporting the development of advanced analytics to deliver data-driven insights, and helping to oversee digitization initiatives across portfolio companies. Working closely with investment teams, business partners, and external stakeholders, the Director, Value Creation will champion continuous improvement in the identification and implementation of AI tools, help advance a "One Team, One Fund" approach, and lead technology-driven value creation efforts within the Private Markets team and our direct portfolio. The Director, Value Creation is a member of the Value Creation team which works alongside deal teams in Private Markets to provide oversight and assist in the implementation of value creation initiatives for Private Markets workflows and within the Private Markets portfolio.

What you’ll do

Private Markets Workflow Modernization and AI Enablement

- Define and communicate a clear vision, guiding principles, and roadmap for modernizing key Private Markets workflows through technology, data, automation, and AI.
- Map end-to-end workflows across deal sourcing, underwriting, execution, asset management/portfolio monitoring, and exit to identify high-value, complex,



and time-consuming processes for improvement, as well as any “quick-win” initiatives.
- Design, prioritize, build, test, and deliver targeted initiatives using modern AI and software engineering tools that improve operating efficiency, strengthen investment analytics, and enhance the quality, speed, and analytical rigour of investment decision-making.
- In coordination with our business partners, establish practical principles for data access, storage, and governance to support scalable technology and AI solutions.
- Identify, screen and evaluate technology-enabled tools; map key processes and workflows; develop business cases and implementation roadmaps; lead implementation of select initiatives; and define and track measurable controls, adoption, and outcomes.
- Build and maintain a tracker highlighting targeted initiatives, progress against initiatives and measured outcomes as part of a continuous-improvement framework that tracks benefits, incorporates user feedback, and continually focuses resources on improving the highest-value workflows through AI and advanced analytics.

Cross-Functional Leadership, Governance, and Change

- Partner effectively with Private Markets investment teams and business partners, including ITOS, Finance, Investment Risk, Legal, Compliance, and other stakeholders, to align priorities, dependencies, resources, and delivery plans.
- Establish fit-for-purpose governance for modernization and other AI initiatives, including clear decision rights, accountability, risk management, controls, and progress reporting.
- Lead change management, stakeholder engagement, and training so that new capabilities are embedded in day-to-day investment workflows and shared across the team, resulting in high adoption and satisfaction rates.
- Build internal capability by sharing leading practices, strengthening technology and AI literacy, and developing colleagues who can bridge investment expertise, operational excellence, data, and technology.

Value Creation and Portfolio Company Digitization

- Work alongside deal teams, Value Creation colleagues, and portfolio company management teams throughout the investment lifecycle to identify, assess, and oversee measurable data and AI value creation opportunities in direct investments in support of investment theses and, where applicable, co-investments where OPTrust has a strong governance role.
- Support deal team data, technology and AI diligence by assessing portfolio company digital capabilities, key workflows or processes, opportunities, risks, and the potential contribution of data and AI initiatives to investment thesis and value creation.
- Support portfolio company digitization, data & analytics, and AI roadmaps, alongside deal teams, that enable growth initiatives, operational excellence, resilience, and measurable value creation.
- Develop and track measurable results against agreed upon initiatives.
- Participate in Investment Committee meetings and work alongside deal teams and portfolio company management teams to identify,



oversee implementation, and monitor portfolio company data and AI value creation progress.

Value Realization and Performance Tracking

- Define baseline metrics, target outcomes, and value criteria for approved digitization, analytics, and AI initiatives.
- Build and maintain frameworks that measure financial, operational, risk, workflow, and decision-quality improvements.
- Track key performance indicators, success measures, adoption, and return on investment, and recommend corrective actions as needed.
- Prepare reporting for senior management, Investment Committee, and portfolio reviews on progress, value, investment, risks, and future benefits.
- Maintain portfolio-level scorecards and dashboards to track outcomes and identify initiatives that can be scaled across the portfolio.

What you bring

- Bachelor's or Master's degree in Finance, Economics, Computer Science, Engineering, or a related quantitative field.
- 10+ years of experience in investment management, portfolio strategy, or related areas, including work with private markets professionals in a data or AI capacity.
- Experience modernizing investment platforms, redesigning workflows, and translating use cases into business requirements.
- Hands-on experience implementing AI-enabled workflows or prototyping AI solutions in an investment environment is a strong asset.
- Ability to turn strategic investment priorities into clear roadmaps while balancing innovation, scalability, risk, and cost.
- Strong understanding of how AI, data, and advanced analytics can improve investment decision-making.
- Experience leading change in complex, influence-driven environments.
- Exemplify OPTrust’s values: collaboration and teamwork, integrity, respect, flexibility, excellence, and continuous improvement.

This posting is for an existing vacancy. Please submit your application via Workday by September 23, 2026.

This job posting highlights the key aspects of the opportunity. For complete details about the role, responsibilities, and qualifications, please refer to the full at the link below.

https://optrust.wd3.myworkdayjobs.com/OPTrust/job/Toronto-ON/Director--Value-Creation-Private-Markets_R1270-1

Serving a membership as diverse as ours and investing in a global market means cultivating an environment that embraces inclusion, diversity, and equity in everything we do. OPTrust is an organization engaged in building on our unique and diverse strengths. We know a diversity of backgrounds, cultures, gender identities and perspectives are critical to achieving our shared goals.

If you require accommodation at any time during the recruitment process, please send a message to [email protected] , or discuss your needs with the Talent Acquisition Consultant during the telephone screening. We will do our best to work with you and provide appropriate accommodation.

As an organization we’re seeking ways to respond to the Truth and Reconciliation Commission of Canada’s Call to Action 92. We are working with the Canadian Council for Indigenous Business to build bridges with Indigenous communities and partners, and we have created an employee-led Reconciliation Working Group that will work with Indigenous experts to identify a path to reconciliation for our organization.

We thank all interested applicants, however only those under consideration will be contacted.

📌 Director, Value Creation Private Markets (Toronto)
🏢 OPTrust
📍 Toronto