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 current investments, support value creation initiatives, and develop sub-sector views across priority areas. What you'll do 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, remain involved with the business, potentially attending board meetings as an observer, and work with the management team and the board of directors to implement value-enhancing initiatives. Work directly with management on various initiatives as required, including with respect to mergers and acquisitions, debt refinancings, budgeting and other strategic projects. 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 include conducting desk research, working with bankers and consultants, and attending conferences. Assist in building and maintaining relationships with fund partners. Ability and willingness to travel. Accommodations are available upon request ( ) for candidates with a disability taking part in the recruitment process and once hired. What you’ll need 2-3 years related work experience from a leading investment

📌 Investment Associate, Private Capital - Financial Services (Toronto)
🏢 Ontario Teachers'​ Pension Plan
📍 Toronto