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Posted 6d ago

Senior Analyst, Real Assets

@ CAAT Pension Plan
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Toronto, Ontario, Canada
HybridFull Time
Responsibilities:evaluate investments, perform due diligence, prepare memos
Requirements Summary:2+ years in institutional investing or private markets; strong financial modeling and analysis; knowledge of private markets; MBA/CFA/CAIA/CPA/CBV/CA designation a plus.
Technical Tools Mentioned:Pitchbook, Infralogic, Financial Modeling, Private Markets
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Job Description

At CAAT, we’re passionate about what we do. And it shows!
 

Here, you’ll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn’t just feel different at CAAT. It is different. We’re one of the fastest-growing pensions in the country for a reason. We challenge the status quo, making a real impact on the hundreds of employers we serve – from education institutions to major corporations and household brands. And we’re just getting started. Driven by core values and a shared purpose, we’re fierce champions for better retirement security, known for our can-do culture where everyone plays a role in bringing our vision to life. If this sounds like a fit, we’d love you to be a part of it.

About the Role:

We are seeking a Senior Analyst, Real Assets for our Investments team. Reporting to the Portfolio Manager, the Senior Analyst will be actively involved in all aspects of the investment process. The successful incumbent will support the implementation of CAAT’s investment strategy, conduct due diligence, execute and monitor CAAT’s Real Asset investments. The Real Assets team is focused on building a globally diversified portfolio of infrastructure and real estate private equity investments through fund commitments and co-investments.

As the Newest Member of our Team, You’ll:

  • Support the screening, evaluation and execution of prospective investment opportunities under the direction of senior team members. Contribute to progressing due diligence workstreams (e.g. financial, legal, tax) and assist in managing third parties (e.g. advisors, lawyers).

  • Assist in track record analyses on investment managers, and sensitivity and investment case analyses on prospective co-investments.

  • Develop investment judgment with the ability to understand the wider deal context while focusing on key merits and risks

  • Support the preparation of written investment memos for new investment opportunities.

  • Assist in maintaining a prioritized pipeline of investment opportunities in tandem with the pacing model for the real asset portfolio.

  • Attend conference calls with general partners and assist in monitoring ongoing portfolio performance at the fund and asset level. Provide portfolio insights to support decision making.

  • Participate in preparing and reviewing Real Assets-related quarterly reports, as well as other ad-hoc reporting materials for the Investment Committee and for senior management.

  • Contribute to developing a creative approach to assessing new investment opportunities and company track records.

  • Contribute to the standardization, documentation, and improvement of CAAT's private market investing practices and processes.

  • Remain abreast of real assets investment themes and trends, conduct research and perform special projects as needed, while actively contributing to Real Assets and Investment team discussions.

To Succeed, You Bring:

  • An undergraduate degree in Commerce, Finance, Economics, Mathematics, Engineering or other related disciplines.

  • A minimum of two (2) years of experience in institutional investing, private markets/private equity investing, investment banking, investment advisory or at a Big 4 accounting firm.

  • Strong technical skills (financial modeling, financial analysis, valuation) with the ability to think critically.

  • Working knowledge of private markets/private equity investing, due diligence, portfolio management and capital markets. Knowledge of the real assets investment universe or experience working on infrastructure or real estate transactions would be an asset.

  • Possessing or pursuing an MBA, MFin, CFA, CPA, CBV, CAIA or any other relevant professional designation would be an asset.

  • Experience with external databases (e.g Pitchbook, Infralogic) is an asset.

  • Strong verbal and written communication skills – able to write effective emails, make concise and informative recommendations and presentations, while being proactive and resourceful, taking ownership of work, and exercising good judgment with meticulous attention to detail.

  • Ability to work collaboratively in a small, informal team setting or independently, with solid prioritization and organizational skills.

At CAAT, we believe innovation, passion, and purpose are ingredients for a great work environment. We’re incredibly proud of our people and the remarkable impact they have as catalysts for change. We’re committed to attracting and keeping great talent, which means competitive compensation, exceptional benefits, and an environment where people can grow and thrive. When you work with CAAT, you’ll enjoy:

  • Opportunities to Build a Better You: We never stand still. As we grow, so do you. Enjoy a place that provides endless opportunities to learn and master your skills while cultivating new ones.

  • Comprehensive & Holistic Care: Be at your best with a Total Rewards program that feeds and prioritizes your physical, mental, and financial wellness. From flexible work arrangements, comprehensive benefits to wellness incentives, and a defined benefit pension plan – we have you covered.

  • A Place to Collaborate and Win: We’ve built a lively environment where creativity and open communication thrive. It’s why we’re consistently recognized as one of ‘Canada’s Most Admired Corporate Cultures’, one of ‘Greater Toronto’s Top Employers’, and one of the ‘Best Places to Work’.

  • Work that Truly Matters. You’re giving Canadians the opportunity for better retirement security, and organizations the chance to do more.
     

If you believe that Canadians deserve a future where a secure lifetime retirement income contributes to their financial and overall well-being, then CAAT could be the right fit for you. Start your journey with us today. Apply now.

Learn more about us by visiting www.caatpension.ca/careers

No artificial intelligence tools are used to screen, assess, or select applicants for this position. Artificial intelligence tools may be used to help recruiters identify potential candidates on external platforms. All hiring decisions are made by human reviewers. 

Diversity, Equity, Inclusion, and Belonging (DEIB):

DEIB at CAAT means we respect and value the broadest range of experiences, geographies, gender, ethnicities, backgrounds, and perspectives as key elements of our culture. Our vision is to provide an environment where employees can bring their best, professional, authentic, selves to work.

CAAT Pension Plan is an equal opportunity employer, and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. Hiring processes will be modified to remove barriers to accommodate those with disabilities, if requested. Should any applicant require accommodation through the application processes, please contact us at [email protected] or call Human Resources at 416-673-9000 for assistance.

Vacancy:

This posting is for an existing vacancy