Analyst, Private Markets Asset Management

OUR COMPANY BACKGROUND & CULTURE

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

As part of a growing and dynamic investment team, the Analyst, Private Markets Asset Management will play a key role in all areas of the development of UPP’s Private Markets asset management and portfolio monitoring responsibilities. Reporting to the Associate Director, Private Markets Asset Management, 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.

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

• Assist in active asset management of existing Private Markets investments and provide support in analyzing and evaluating asset management related activities and proposals.
• Participate in meetings and facilitate continuous correspondence with existing investment managers to contribute to the development of relationships.
• Conducts monitoring of performance and risk of the Private Market investments to ensure up-to-date knowledge of the portfolio.
• Assist in preparation of performance reporting for internal and external distribution purposes including regular and ad hoc meetings, investment committee meetings, and annual reporting.
• Facilitate internal collaboration with teams that work closely with the Private Markets team including investment finance and operations, responsible investing, risk management, legal, tax, compliance, treasury, and other teams as applicable.
• Maintenance and development of data and systems related to Private Markets in collaboration with data, analytics, and operations teams
• Prepare forecasting analysis for the Private Markets portfolio.
• Assistance in developing policies, frameworks, and strategy for Private Markets, as applicable.
• Provide analysis, research, and support to all aspects of the Private Markets portfolio.
• Integrate environmental, social and governance (ESG) considerations into the asset management processes and stewardship practices.
• Contribute to UPP’s reputation as a respectful employer, partner, and participant in the financial sector.
• Collaborate with other industry participants to promote a sustainable economy and society.
• Other duties as required.

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 experience in investment finance or operations, international accounting firms, pension industry, or private markets
• 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.