Associate, Real Asset Investments (Infrastructure, Real Estate, Agriculture

Contenido de trabajo

Are you passionate about helping people retire with greater financial security? Do you believe in the strength of modern defined benefit pension plans? Do you thrive working in a fast-paced environment in a growing organization? Want to work with a dynamic and highly engaged team of talented professionals who are making a difference?

If you answered yes to any of these questions, we are looking for you!

CAAT is a modern defined benefit pension plan and industry-leading innovator in helping more Canadian workplaces and their employees participate in a sustainable pension plan. We are one of the most successful plans in Canada…and we’re growing!

We are looking for an Associate to join a growing pension plan and a small, dynamic investment team. Reporting to the Director, Real Assets, the Associate will be actively involved in all aspects of the investment process. The role will support the implementation of CAAT’s investment strategy, conduct due diligence, execute and monitor CAAT’s Real Asset investments.

Residing within CAAT’s Investment team, the Real Assets team is focused on building a globally diversified portfolio of infrastructure, real estate and agriculture private equity investments through fund commitments, co-investments and minority stakes. The Associate will have exposure to a unique set of career development opportunities beyond those typically available within large investment functions.

We are looking for someone with the following:

Education

• An undergraduate degree from an accredited institution in Commerce, Finance, Economics, Mathematics, Engineering or other related disciplines
• Possessing or pursuing an MBA, MFin, CFA, CPA, CBV, CAIA, PEng or any other relevant professional designation would be an asset

Experience & Skillset

• A minimum of 2 years of relevant experience. Prior experience in institutional investing, private markets/private equity investing, investment banking or investment advisory would be an asset
• Strong knowledge of private markets/private equity investing, due diligence, portfolio management and capital markets. Knowledge of the real assets investment universe or experience working on infrastructure, real estate or agriculture transactions would be an asset
• Excellent financial modeling, financial analysis and valuation skills with the ability to think critically
• Excellent verbal and written communication skills – able to make concise and informative recommendations and presentations

Attributes

• Proactive and resourceful, taking ownership of the work with meticulous attention to details
• Ability to work collaboratively in a small, informal team setting or independently with solid prioritization and organizational skills
• Keen on suggesting improvements and contributing new ideas
• A positive attitude with strong work ethic, honesty, integrity and humility

Once here you will:

Investment Process

• Support the screening, evaluation and execution of prospective investment opportunities. Take ownership of due diligence workstreams (e.g. financial, legal, tax) and assist in managing third parties (e.g. advisors, lawyers)
• Apply investment judgment with the ability to understand the wider deal context while focusing on key merits and risks
• Prepare written investment memos for new investment opportunities. Support the Director, Real Assets in presenting recommendations to the Investment Committee
• Maintain a prioritized pipeline of investment opportunities in tandem with the pacing model for the Real Assets portfolio

Portfolio Management

• Monitor ongoing portfolio performance at the fund and asset level to ensure the Director, Real Assets has up-to-date knowledge of their status
• Remain abreast of real assets investment themes and trends. Conduct research and perform special projects as needed
• Assist in the preparation of Real Assets-related reporting materials for the Investment Committee and for senior management

Internal Initiatives

• Contribute to developing a creative approach to assessing new investment opportunities and company track records
• Actively contribute to Real Assets and Investment team discussions
• Contribute to the standardization, documentation, and improvement of CAAT’s private market investing practices and processes

Why choose us?

We are a highly engaged team of passionate and dedicated professionals who believe in our mission to improve the financial security of our members in their retirement.

We are the recipient of Canada’s Most Admired Corporate Cultures 2019 – 2020 and Greater Toronto’s Top Employers 2020 & 2021 awards, which recognize organizations with best-in-class cultures. Our success is grounded in our collective expertise and living by our values of integrity, impact, and teamwork.

We provide a flexible and friendly work environment, membership in CAAT’s defined benefit (DB) pension plan, a comprehensive health and dental benefits package, life insurance, wellness programs and support for your career development goals.

Our employees are currently working remotely in response to COVID-19 public health guidelines. Our offices are conveniently located at the Eaton Centre in downtown Toronto next to Queen Subway Station, with ready access to multiple TTC routes, GO Transit, and PATH systems. We are working remotely at present due to the COVID-19 pandemic.

Additional information about the CAAT Pension Plan can be found at www.caatpension.ca.

If you are interested, please apply by September 6, 2021 with Associate, Real Asset Investments in the subject line.

We recruit and select the most qualified candidates and thank all applicants for their interest but only those considered for an interview will be contacted.

CAAT Pension Plan is an equal opportunity employer that supports abilities and diversity of all kinds. If you require accommodation during the recruiting and selection process, please contact us at 416-673-9000.

Application deadline: 2021-09-06

Job Types: Full-time, Permanent

Schedule:

• 8 hour shift
• Monday to Friday

Application question(s):

• Are you legally authorized to work in Canada?
• Do you have a minimum of 2 years of relevant work experience in the financial sector?
• Do you have less than 8 years of relevant work experience?
• Do you possess or are you pursuing an MBA, MFin, CFA, CPA, CBV, CAIA, PEng or any other relevant professional designations?
• Do you have prior work experience in institutional investing (e.g. investment manager, pension plan, family office, corporate development)?
• Do you have intermediate to advanced financial modeling skills?
• Do you have prior experience working in investment banking, front-office capital markets, investment advisory or at a Big 4 accounting firm?
• Do you have prior experience in preparing investment memoirs and/or other materials/recommendations for Investment Committees?
• Do you have prior experience working on infrastructure, real estate or agriculture transactions?
• Do you have prior experience working in a private markets/private equity investing role?

Work remotely:

• Temporarily due to COVID-19