Analyst, Global Tactical Opportunities Team – Epm

Company Description

Make an impact at a global and dynamic investment organization

When you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure long-term sustainability. The CPP Fund is projected to reach $3 trillion by 2050. CPP Investments invests in all major asset classes, including public equity, private equity, real estate, infrastructure and fixed-income instruments, and is headquartered in Toronto with offices in Hong Kong, London, Luxembourg, Mumbai, New York City, San Francisco, São Paulo and Sydney.

CPP Investments attracts and selects high-calibre individuals from top-tier institutions around the globe. Join our team and look forward to:

• A deeply rooted culture of Integrity, Partnership and High Performance
• Diverse and inspiring colleagues and approachable leaders
• Being motivated every day by CPP Investments’ important social purpose and unshakable principles
• Stimulating work in a fast-paced, intellectually challenging environment
• A flexible/hybrid work environment combining in office collaboration and remote working
• Accelerated exposure and responsibility
• Global career development opportunities

If you share a passion for performance, value a collegial and collaborative culture, and approach everything with the highest integrity, here’s an opportunity for you to invest your career at CPP Investments.

We are currently recruiting for an Analyst to join the Global Tactical Opportunities team in External Portfolio Management (“EPM”).

The Capital Markets and Factor Investing Department (CMF) invests globally in public equities, fixed income securities, currencies, commodities, and derivatives, and manages the engagement of investment managers and co-investments in public market securities. External Portfolio Management (EPM) is a group within CMF responsible for engaging and monitoring external managers in public markets across all trading styles, asset classes, and geographies. EPM through its Global Tactical Opportunities (“GTO”) team is responsible for leading EPM’s co-investment opportunities globally.

Reporting to the Portfolio Manager, the Analyst plays a key role in making and managing co-investment opportunities globally. The Analyst will be responsible for conducting bottom-up research on new ideas and monitoring the current portfolio of co-investments. As part of the EPM team the Analyst will also play a key role in assessing and monitoring the hedge fund landscape, including reviewing investments being recommended by EPM. The position will be based in Toronto.

Position Requirements:

• Work with internal teams (tax, legal, finance, and operations) and external teams (counsel, counterparties) to effectively structure, execute and manage investments
• Assist in modelling both upside and downside outcomes in light of hedging structures
• Contribute to the evaluation of co-investment opportunities in fundamental equities and/or macro assets
• Work directly with investment professionals on the co-investment team to support the day-to-day monitoring and analysis of existing co-investments (including public company fundamentals, tracking of investment thesis, building robust and flexible tools, managing information, and document flow).
• Assist in the monitoring of co-investment portfolio:
• Collate analyses and draft recommendations for initial and final investment recommendations
• Coordinate with internal stakeholders with respect to monitoring investments.
• Assist in presenting findings to the EPM team and the Investment Committee, as required.
• Capture relevant data and provide an on-going view of performance, exposures, and risks of co-investments while working closely with Portfolio Managers, Portfolio Construction and Risk team, and external partners.
• Analyze new co-Investment opportunities and assist in preparation of investment recommendations:
• Actively participate in quarterly reviews for hedge fund portfolio.
• Sensitize models and derive valuations base, upside, and downside cases on corporate securities opportunities
• Manage industry research around co-investment opportunities within equity and macro-oriented strategies
• Contribute to investment research, participate, and document meetings and calls with hedge fund managers and market participants.
• Take part in Investment Committee discussions for hedge fund opportunities being presented in EPM.
• Assist Portfolio Managers in organizing and formulating appropriate investment recommendations based on rigorous analysis and research by vetting partners’ investment rationale as well as independent research
• Build company models including engagement transformations, M&A and corporate event impacts on financials

Qualifications

• Experience in Tableau, Python and other programming languages considered an asset but not necessary
• Proficiency in MS Office (Word, Excel, Outlook, and PowerPoint), Bloomberg, CapIQ
• Demonstrated ability to work effectively with internal/external stakeholders while managing multiple competing priorities
• Experienced in driving all aspects of investment due diligence including financial modelling, valuation, legal negotiations, and operational execution
• Ability to communicate effectively, both orally and in writing
• Undergraduate or Master’s degree in Business, Mathematical Finance, Economics, Statistics, Mathematics, or Engineering
• Team player with strong interpersonal skills
• Exemplify CPP Investment’s Guiding Principles: Integrity, Partnership and High Performance
• The ideal candidate will have 1-3 years of experience working in investment banking, consulting, investment management, equity research or other relevant experience
• Passion for investing and a keen interest in capital markets
• Strong attention to detail with an ability to produce high-quality work product

Additional Information

Visit our LinkedIn Career Page or Follow us on LinkedIn.

At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability.

We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process.

Our Commitment to Inclusion and Diversity:

In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.

Disclaimer:

CPP Investments does not accept resumes from employment placement agencies, head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CPP Investments to provide resumes to this posting or web-site will be considered unsolicited and will not be considered. CPP Investments will not pay any referral, placement or other fee for the supply of such unsolicited resumes or information.

Mandatory Vaccine Policy

All employees in the Toronto, Sydney and Hong Kong offices will be required to be vaccinated against COVID-19. Accommodations to this policy will be made for medical or other protected grounds. Please contact us to discuss any accommodation needs.