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.

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. 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. 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.

There is also the expectation that you assist in building and maintaining relationships with fund partners. 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 ~ 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 ~ Self-motivated, and possess unquestioned personal and professional integrity ~ Ability and willingness to travel Retirement income through a defined benefit pension plan A versatile work environment combining in office collaboration and remote working Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year 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'. Accommodations are available upon request ([email protected]) for candidates with a disability taking part in the recruitment process and once hired.

These tools may help us identify candidates whose skills and experience align with Ontario Teachers’ objectives by analyzing information provided in resumes and applications. To learn more about how Teachers’ uses AI with your personal information, please visit our Privacy Centre. #

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