Job Description

ABOUT UPP



UPP is the first pension plan of its kind in Ontario's university sector, proudly serving over 41,000 members across five 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 (EDI&R). We believe diverse teams, perspectives, and lived experiences contribute to better decisions and a better workplace.



As a pension plan, UPP approaches investing through a long-term lens to generate and safeguard value. Our commitment to investing responsibly accounts for material risks that impact our investment portfolio to generate sufficient risk-adjusted returns to meet the pension needs of our members.



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



THE ROLE

We are actively looking for a student to join our Corporate Finance team in January 2026, for an 8-month internship. The successful candidate will be responsible for supporting various Corporate Finance functions, with a focus on Investment Performance & Reporting. Other functions will include Financial Reporting and Finance Operations.

This is a fantastic opportunity for a student to gain valuable work experience in a fast-growing, dynamic environment while being a part of a new pension plan.

This role is based in downtown Toronto in a hybrid work environment, allowing employees the flexibility to work remotely and in-office (minimum two days per week in-office).

SPECIFIC ACCOUNTABILITIES

Investment Performance & Reporting:

Assist in daily performance reconciliation and review process. Produce and issue weekly, monthly, and ad-hoc performance reports. Maintain and update reports and templates as required. Participate in monthly review and reporting process including gathering information from manager valuation statements. Participate in report automations.

Financial Reporting:

Prepare financial statement notes and populate the financial statements template using supporting excel workbooks. Assist with benchmarking analysis to support annual report preparation. Preparing the preliminary year-end report for performance. Assisting with accounting research and preparing technical memos. Prepare the quarterly Statistics Canada reporting. Collaborating with team on PowerPoint presentations and proposing improvements (formatting, charting, graphics etc.).

Finance Operations:

Assist in month-end related activities such as performing bank and account reconciliations, preparing standard journal entries and preparation of management reports. Perform daily monitoring of the Investment Invoice Approval process. Assist in procurement and accounts payable related activities such as recording of vendor bills, performing vendor onboarding and validation activities.

QUALIFICATIONS & EXPERIENCE

Pursuing an undergraduate or graduate degree, in Business, majoring in Finance, Economics, or Accounting. An interest in a CFA, CIPM or CPA designation is a plus Proficient in MS office suite. Advanced excel user (formulae, pivots etc.) Possesses basic knowledge of finance and investments. Possesses basic knowledge of accounting principles and general ledgers.

ATTRIBUTES

Independent problem solver. Analytical, adaptive, multi-tasker, who has a strong work ethic. High degree of self-motivation and professionalism. Strong oral and written communication skills. Detail oriented with great statistical and quantitative skills. Alignment with UPP's desire to be a leader in Responsible Investing, ESG, and climate change.

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. Examples of benefits that our Early Talent Program includes are:

Supportive and welcoming onboarding through the UPP Buddy Program Free snacks and beverages (coffee, tea, and flavored water) in the office Monthly social events Paid holidays Slowdown periods and Mental Health Days

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.



UPP respects your privacy. For information on how UPP handles the personal information you provide during the application process, please see our Job Applicant Privacy Statement.