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We are currently seeking a highly motivated and detail-oriented
Associate for our
Private Capital team that will focus on
Asset Management. This role will primarily focus on managing existing portfolio assets and providing value-added support to portfolio companies, with a secondary involvement in the Global Funds Program.
Role Specific Accountabilities
- Asset Management of Existing Portfolio: Take a hands-on role in managing and supporting existing portfolio companies by monitoring financial performance, tracking KPIs, and ensuring accurate, up-to-date reporting of the OMERS Privet Capital portfolio.
- Internal Reporting & Presentation Decks: Collaborate with senior team members to prepare internal presentations, performance reports, and asset updates for senior management and internal stakeholders. Your work will play a key role in facilitating internal discussions and decision-making.
- Board Meeting Preparation: Support senior team members in preparing materials for board meetings, including collecting and organizing key data points on portfolio companies’ performance, strategic initiatives, and key risks, and coming up with key questions and suggestions to share with management.
- Portfolio Company Support: Assist portfolio companies in their growth initiatives, including follow-on equity rounds, debt financing, and capital raises. Provide operational and strategic support to help companies achieve their business objectives.
- Performance Tracking & Reporting: Regularly update and track the performance of portfolio companies to ensure OMERS has a clear and accurate view of each company's financial health and performance. Develop and present performance reports for internal stakeholders.
- Value-Added Work for Portfolio Companies: Collaborate with senior leadership teams of portfolio companies to provide strategic guidance, identify operational improvements, and ensure companies are on track to meet their growth objectives.
- Liaison with Internal and External Stakeholders: Maintain close communication with senior investment professionals, portfolio company management teams, and other key stakeholders to support the ongoing asset management process.
- Global Funds Program (20%): Assist with periodic reviews and analysis of the Global Funds Program, including liaising with fund managers and collecting data on fund performance. Provide support for fund commitments, co-investment opportunities, and general market analysis related to fund strategies.
- Market and Industry Research: Conduct research to monitor industry trends, market dynamics, and competitive landscape to identify emerging risks or opportunities that may affect the portfolio.
Qualifications
- Experience: 1-3 years of experience in asset management, investment banking, private equity, or strategy consulting with a focus on managing existing investments or portfolio companies.
- Analytical Skills: Strong financial modeling, quantitative analysis, and valuation skills. Demonstrated experience working with financial statements, performance metrics, and investment analysis.
- Attention to Detail: A keen eye for detail, with a demonstrated ability to ensure accuracy in data collection, reporting, and performance tracking.
- Communication & Presentation Skills: Excellent written and verbal communication skills, with proficiency in creating presentation decks and internal reporting materials. While you will not be presenting directly to external parties or the investment committee, your ability to craft clear and impactful presentations for internal audiences is key.
- Multitasking & Project Management: Proven ability to manage multiple projects and priorities simultaneously, handling a variety of tasks and deadlines effectively in a fast-paced environment.
- Stakeholder Management: Proven ability to work effectively with both internal teams and external portfolio company management teams, fostering collaborative relationships.
- Adaptability: Comfortable working in an evolving, dynamic environment and adapting to changing business priorities.
As one of Canada’s largest defined benefit pension plans, our people-first culture is at its best when our workforce reflects the communities we live and work — and the members we proudly serve.
From hire to retire, we are an equal opportunity employer committed to an inclusive, barrier-free recruitment and selection process that extends all the way through your employee experience. This sense of belonging and connection is cultivated up, down and across our global organization thanks to our vast network of Employee Resource Groups with executive leader sponsorship, our Purpose@Work committee and employee recognition programs.
