Job Description

OUR COMPANY BACKGROUND & CULTURE
UPP is a ground-breaking jointly sponsored pension plan tailored by and for Ontario\xe2\x80\x99s university sector. Today, we manage $11.8 billion in pension assets and proudly serve over 37,000 working and retired members across four universities and 12 university-sector affiliated organizations. Our commitment is to protect the security and sustainability of our members\xe2\x80\x99 pensions while delivering service excellence to our members and employers. UPP is a sector-wide plan designed for growth - our doors are open to all Ontario universities. Our people are the heart of our organization. Together, we are creating a purpose-driven and inclusive workplace focused on a culture of teamwork, collaboration, and respect — for one another and the world around us. We\xe2\x80\x99re looking for passionate individuals seeking a rewarding career and opportunities to build and shape an exciting new organization with a clear mission, and who share our core values of integrity, inclusivity, ingenuity, and impact. *
THE ROLE*
This is a tremendous opportunity for an exceptional lawyer who is a leader in investment funds and asset management / mergers and acquisitions space to come in-house, join a team of high performing professionals and make a significant impact. As Managing Director, Associate General Counsel, you will report to the General Counsel, manage a team of Senior Legal Counsel\xe2\x80\x99s and serve as a trusted advisor to business partners. You will contribute to organizational success by providing accurate and timely legal advice to the Investment and Investment Finance teams regarding a variety of topics, including but not limited to the development of investment platforms, corporate securities regulation, investment management agreements, private capital fund investments and direct co-investments. Familiarity with institutional investors and pensions funds is required. You will have a minimum of fifteen years\xe2\x80\x99 investment funds and asset management / mergers and acquisitions experience including demonstrated working knowledge of investment management agreements, private placement memoranda, regulation and mergers and acquisitions. The ideal candidate comes from a top-tier Toronto and/or international law firm, investment management firm, or pension fund and has demonstrated strong commercial judgment and leadership experience. And as an integral member of UPP\xe2\x80\x99s Leadership Team, you will lean into and support a culture defined by meaningful work, ample fun, deep employee engagement and strong, inclusive leadership. Individually, but more importantly together as a team, the UPP will outperform peers as an employer of choice.
Due to COVID-19 this role is hybrid and based in downtown Toronto with Work-From-Home flexibility (~2 days in office). *
SPECIFIC ACCOUNTABILITIES:*

• Identify and recommend procedures and practices to protect UPP from undue liability and to assist with risk assessment and control
• Partner and advise lines of business with sound counsel on transactional and other legal matters
• Work directly with internal Investment, Investment Finance, Compliance, and other departments to provide proactive and creative legal and business solutions
• Manage, coach, and develop team members
• Supervise senior legal counsel in investment management, fund and corporate related matters
• Manage responsibilities and projects including contracts negotiation and drafting, corporate policy development and application, investment matters, and regulatory compliance collaboratively with business partners
• Advise colleagues and other cross-functional stakeholders on legal issues and risks, approval processes, organizational policies, frameworks and procedures
• Participate in transactional negotiations and post-merger integration and transformation
• Act as quality control in the continuous improvement of standard form agreements, legal processes, and repositories of legal knowledge
• Monitor emerging legal and regulatory requirements in corporate, securities, pension investment and governance matters and proactively assess their impact and recommend changes to the General Counsel
• Assist the General Counsel regarding governance matters, Board of Trustee and Committee meetings and related
• Work with external legal counsel as required from time to time
• Promote integration, partnership and collaboration across legal, governance, and other business functions
• Contribute to UPP\xe2\x80\x99s reputation as a respectful employer, partner and participant in the financial sector
• Other duties as required

• Graduate from an internationally recognized law school (LLB/JD)
• A member in good standing with the Law Society of Ontario
• 15+ years of post-call experience in relevant corporate commercial and/or securities law
• Experience in the pension fund or broader investment management sector a strong asset, including in evaluating the legal risk of investment strategies and transactions (different types of fund manager relationships and direct/co-investment transactions)

• 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
• 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

• Self-driven
• Humility
• Strong work ethic
• Passion for learning
• Empathetic
• Collaborative
• Authentic
• Personable
• Confident