Investment Analyst - Private Markets

Investment Analyst, Private Markets
Teachers’ Pension Plan Corporation
St. John’s, NL
Reference #NH-TPN-7895

Are you an analytical and detail-oriented finance professional with a keen interest in investments and career growth? Join a progressive and collaborative team that values growth, integrity, and excellence.

Teachers’ Pension Plan Corporation manages the second-largest public pension plan in Newfoundland and Labrador, administering the Teachers’ Pension Plan with over 18,000 members and investable assets exceeding $5.0 billion.

On their behalf, we are looking for an Investment Analyst to join their growing team. This is an exciting opportunity to work alongside an experienced team of investment professionals, contributing to a dynamic investment portfolio that includes real estate, infrastructure, private equity, and private credit. As the Investment Analyst, you’ll play an important role in supporting strategic decision-making, financial modeling and reporting, while growing your expertise in private markets.

In joining this team, the Investment Analyst will apply their knowledge and develop their expertise by working on a variety of challenging projects and contributing to the success of a well-respected pension plan.

What You Will Do:

• Participate in the monitoring and analysis of private market investments, including real estate, infrastructure, private equity, and private credit.
• Assist with financial modeling and reporting for the private market portfolio to support strategic decision-making.
• Contribute to the evaluation and due diligence process for new private market investment opportunities.
• Develop, maintain and update various financial models, including pacing models for planning private market commitments, and ensure they align with the strategic asset allocation and performance targets.
• Collaborate with senior team members to develop and implement standardized systems and processes to improve operational efficiency and investment monitoring.
• Provide support in preparing quarterly and annual reports for management, the Investment Committee, and the Board.
• Monitor, analyze and report on the performance and investment characteristics of existing private market fund managers, ensuring compliance with investment management agreements as well as internal investment policies.
• Assist in portfolio analysis, risk management and monitoring of currency exposure and hedge effectiveness.
• Support ESG initiatives, including the distribution and scoring of annual questionnaires from investment managers.
• Contribute to the design and maintenance of investment manager monitoring systems to track and analyze private market fund managers.
• Assist in the audit process and provide input into the preparation of quarterly and annual financial statements.
• Conduct other research and participate in special projects as needed.

Who You Are:

• You hold a degree in Finance, Accounting, Economics, or a related field (or equivalent experience). While not required, a CPA, CFA, or similar designation would be a strong asset.
• You have at least 2-5 years of experience in analyzing financial data and creating financial models to support business decisions.
• You have advanced Excel skills with experience in developing and maintaining financial models with the ability to analyze complex investment data and generate actionable insights.
• You are proficient in the use of Microsoft Word and PowerPoint.
• You demonstrate an understanding of and interest in investments and analysis. Any related experience with private equity, infrastructure, real estate, and/or private credit would be considered an asset but is not required.
• You have strong attention to detail, excellent communication skills, and a positive attitude towards learning and growth.
• You are a problem-solver who enjoys working in a fast-paced, team-oriented environment.

Why You Will Love It There:

• Impactful Work: Play a vital role in the financial stability and security of Newfoundland and Labrador’s teachers, contributing to the success of a well-respected public sector pension plan.
• Collaborative Environment: Join a team of progressive thinkers in a fast-paced, dynamic work culture that fosters an environment of mutual support and respect.
• Work-Life Balance: Benefit from a balanced work environment with a hybrid work format allowing up to two days per week of remote work.
• Professional Development: Access learning and development opportunities, including education assistance to help you achieve your career goals, and a structured performance evaluation program.
• Excellent Comprehensive Benefits Package: Includes enrolment as a member of the Defined Benefit Teachers’ Pension Plan.

To express interest in this exciting opportunity, click Apply Now below. For more information, contact Caroline Aciely at caciely@kbrs.ca. If you require accommodation to participate in the recruitment process, please let us know.