Job Description

The Opportunity

The Principal will be working with investment professionals with deep sector and regional expertise and will play a key role in managing processes in making and managing direct investments in the Financial Services sector across North America.

Who you\xe2\x80\x99ll work with

Reporting to the Managing Director, the Principal will lead areas of diligence and junior members of deal teams comprising of analysts and associates. The principal may lead, with supervision, financings, financial, tax and insurance due diligence, supported by senior members of the deal team and by third party consultants, operating executives, legal and accounting professionals dedicated to each particular investment.

The Financial Services team focuses on platform investments in property and casualty insurance, asset and wealth management, consumer finance, commercial finance, financial technology, and services businesses.

The Equities department is comprised of: Private Capital Industry Groups, the Global Funds Team, the High Conviction Equities Team and the Portfolio Management Team. The department\'s mission is to deliver growth through investments in both private and publicly traded entities.

In certain instances, the Principal may also work with colleagues in the London, Hong Kong, or Singapore offices in evaluating international investment opportunities in a given sector.

What you\xe2\x80\x99ll do

The Principal will play a mid-level position in the analysis of investments as well as working with portfolio companies. The Principal will develop skills to lead investment processes that include financial, legal, tax, insurance, and business diligence. They will also directly lead all aspects of and participate in crafting sophisticated financial models, arranging debt financing, negotiating legal documents, and preparing written recommendations.

Once a transaction has been completed, the Principal will often remain involved with the business. Although typically they won\xe2\x80\x99t serve on the board of directors there may be an opportunity to do so during their tenure as a Principal. The Principal will manage analyst and associates in supporting senior team members with portfolio companies. Both directly with management and through senior team members they will work on various initiatives as the need arises, including with respect to strategy, value creation projects, mergers and acquisitions, debt refinancings, and strategic projects.

The Principal will also mentor or lead analysts and associates and begin to develop networks with operating executives, CEOs, consulting firms, investment banks, and private equity firms.

What you\xe2\x80\x99ll need

6+ years relevant work experience, including recent private equity experience preferred. Active M&A in a senior role in corporate development would also be considered.

Strong academic background, with a financial designation (i.e. MBA, CFA CBV, or CA designation a plus)

Very strong analytical and quantitative skills to perform in-depth, innovative, and critical analysis

Experience in private equity, corporate development at junior level; preference for prior experience at Investment Banking or related fields

Good communications skills, both oral and written; and strong interpersonal skills and ability to build constructive relationships with internal and external parties

An ability to balance priorities, work independently, lead projects and thrive in a high-performance team environment

A deep understanding of fundamental investment analysis and strong financial modelling knowledge and experience

Ability and desire to travel and work periodically in the US as required.

#LI-JF1

What we\xe2\x80\x99re offering

Pay-for-performance environment that offers competitive salary and incentive

Numerous opportunities for professional growth and development

Comprehensive employer paid benefits coverage

Retirement income through a defined benefit pension plan

The opportunity to invest back into the fund through our Deferred Incentive Program

A flexible/hybrid work environment combining in office collaboration and remote working

Competitive time off

Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year

Employee discount programs including Edvantage and Perkopolis

Degreed: a digital platform that helps you quickly and easily discover, share, and track various learning resources \xe2\x80\x94 from courses to videos to articles and more

At Ontario Teachers\', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out

How to apply

Are you ready to pursue new challenges and take your career to the next level? Apply today! You may be invited to complete a pre-recorded digital interview as part of your application.

Accommodations are available upon request (peopleandculture@otpp.com) for candidates with a disability taking part in the recruitment process and once hired.

Candidates must be legally entitled to work in the country where this role is located.

The privacy of your personal information is important to us. Please visit our to learn how we handle your personal information.

Functional Areas: Investments

Requisition ID: 5162

Ontario Teachers\' Pension Plan