Analyst, Private Equity

ABOUT UPP
UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 40,000 members across four universities and fourteen sector organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for growth, our doors are open to all Ontario universities.

Together, we’re a team of progressive thinkers and agile doers operating within a fast-paced culture of collaboration and respect. We believe in bringing smart and capable people together to create, solve and grow with a clear shared vision and values of integrity, inclusivity, ingenuity, and impact.

Our culture is intentionally welcoming and purposefully rooted in equity, diversity, inclusion, and reconciliation (EDIR). We believe diverse teams, perspectives, and lived experiences contribute to better decisions and a better workplace.

As a long-term investor, we recognize that environmental, social and governance (“ESG”) factors support risk management and value creation. As stated in our Responsible Investing Policy, we are committed to incorporating ESG considerations into our investment management activities and we collaborate with other industry participants in the promotion of a sustainable economy and society.

Join us in building a bright future for our members, our organization, and each other.

Experience:

Mid-level

Education Required:

An undergraduate degree in a relevant discipline.
Possessing or pursuing an CPA, CBV, MBA, CFA, CAIA or any other relevant professional designation would be an asset.

Salary Range:

Not Specified

Position description

THE ROLE

As part of a growing and dynamic investment team, the Analyst, Private Equity will play a key role in all areas of the development of UPP’s Private Equity deal execution and portfolio monitoring responsibilities. Reporting to the Associate Director, Private Equity, the individual will be responsible in providing high-quality analytical support and expertise to the organization.

This is an exciting opportunity for a driven analyst with a keen eye for detail to join a team of high performing professionals and make a significant impact.

UPP is based in Toronto’s financial district and has a hybrid work model (minimum 2 days / week in office). This opportunity will be posted for a minimum of two weeks, or until finalist candidates are identified. It is encouraged to apply at your earliest convenience.

SPECIFIC ACCOUNTABILITIES

Assist in the development of UPP’s Private Markets investment strategy on an on-going basis.
Provide analysis, research, and support to all parts of the Private Markets portfolio.
Assist in assessing new investment opportunities and management of existing portfolio investments.
Support in due diligence on potential investments, including but not limited to financial modelling, financial and market due diligence, transaction structuring, internal and external stakeholder management, legal compliance, ESG factors and regulations.
Provide input on valuations, risks, and performance on ongoing private market investments that ensures UPP has up-to-date knowledge.
Participate in meetings with external investors and partners and contribute to developing a long-term pipeline of potential investments with partners.
Remain abreast of private equity, private debt, infrastructure, and real estate market conditions to ensure UPP is positioned to capitalize on emerging opportunities.
Contribute to UPP’s reputation as a respectful employer, partner, and participant in the financial sector.
Integrate environmental, social and governance (ESG) considerations into the investment structuring and stewardship practices.
Collaborate with other industry participants to promote a sustainable economy and society.
Other duties as required.

Required skills / Experience

SKILLS & EXPERIENCE

An undergraduate degree in a relevant discipline.
Possessing or pursuing an CPA, CBV, MBA, CFA, CAIA or any other relevant professional designation would be an asset.
Minimum of 1-3 years of professional experience in investment management, investment banking, consulting, and financial due diligence/valuation advisory.
Well-developed Excel modelling capabilities considered an asset.
Able to work in a multi-faceted stakeholder environment and aspire confidence in a broad range of constituencies through a proactive, respectful, and accessible communication style.

ATTRIBUTES

High degree of self-motivation and professionalism.
Ability to prioritize and manage multiple projects in a time sensitive manner.
Excellent relationship building and conflict resolution skills.
Demonstrated leadership abilities.
Excellent interpersonal and verbal communication skills.
A collaborative approach to understand and respond to organizational needs and partner with various organizational and control functions.
High degree of professional ethics and integrity.
Strong commercial and strategic judgment.
Alignment with UPP’s desire to be a leader in Responsible Investing, ESG, and climate change.

PERSONALITY TRAITS

Self-driven
Strong work ethic
Passionate about sustainability
Empathetic
Collaborative
Authentic
Personable

Analyst, Private Equity

How to Apply

LIFE AT UPP

Do work that matters. We are duty-bound to serve our members’ interests, and it’s a responsibility we don’t take lightly. That’s why we’ve ingrained sustainability in our work from day one—to ensure our members have a resilient future to retire into, both today and for generations to come.

Stronger together. Collaboration is how UPP was born, and it’s how we work with each other and our partners day in, day out. No one at UPP is just a number (even if they are excellent at math) and every win is a shared win.

Grow every day. You’ll have the opportunity to work on unique, once-in-a-career projects that maximize your skill set and probably teach you some new ones—at any stage in your career.

Prioritize wellness. At UPP, wellness takes many forms. Ultimately, it’s about ensuring our people are cared for in the ways that matter to them. Check out some highlights of our inclusive employee-focused benefits program including:

Defined benefit pension plan
Flexible hybrid work model
Work from abroad up to eight weeks/year
Comprehensive group benefits including medical, dental, vision etc.
Extended paramedical and mental health service coverage
Health care and lifestyle spending accounts
Fertility treatments, paid parental leave, and gender affirmation coverage
Education Assistance program
UPP enthusiastically welcomes applications from all qualified applicants and especially invites people with lived experience as an Indigenous person, a person with a disability or as a member of another Human Rights Code protected group that faces barriers to employment to apply. Our goal is to create a barrier-free experience for every candidate throughout the recruitment process, so if you require accommodation at any point during the process, please let us know so that we can make the appropriate arrangements. It would be our honor to work with you to adapt our processes to ensure that you can meaningfully participate.

Other details:

Please apply online by the link below.

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