Senior Analyst, Private Equity

THE ROLE

As part of a growing and dynamic investment team, the Senior Analyst, Private Equity will play a key role in all areas of the development of UPP’s Private Markets strategy and Private Equity portfolio. Reporting to the Director, Private Equity Lead, the Senior Analyst, Private Equity 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 under a hybrid work policy, allowing employees the flexibility to work remotely and in-office (approximately two days per week in-office).

This posting is for an existing vacancy.

SPECIFIC ACCOUNTABILITIES

• Assist in the development of UPP’s Private Markets investment strategy on an on-going basis.
• Provide analysis, research, and support to all parts of the Private Markets portfolio.
• Provide input on valuations, risks, and performance on ongoing private market investments that ensures UPP has up-to-date knowledge.
• Participate in meetings with external investors and partners and contribute to developing a long-term pipeline of potential investments with partners.
• Assist in assessing new investment opportunities and management of existing portfolio investments
• Support in due diligence on potential investments, including but not limited to financial modelling, financial accounting, transaction structuring, internal and external stakeholder management, legal compliance, ESG factors and regulations.
• Integrate environmental, social and governance (ESG) considerations into investment processes and stewardship practices.
• Remain abreast of private equity, private credit, infrastructure, and real estate market conditions to ensure UPP is positioned to capitalize on emerging opportunities.
• 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.

QUALIFICATIONS & EXPERIENCE

• Bachelor university degree in Finance, Business Administration, or Economics or related discipline.
• Possessing or pursuing an MBA, CFA, CPA, CBV, CAIA or any other relevant professional designation would be an asset.
• Minimum of 2-3 years of professional experience in the private markets or related industry with interest in pursuing a career in private markets
• Well-developed Excel modelling capabilities considered an asset
• 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.
• Strong attention to detail, accuracy, and completeness
• 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.