University of Toronto Asset Management (“UTAM”) is the investment manager of the University of Toronto’s endowment and short-term working capital assets.
We are a high-performing and collaborative organization committed to bringing value to the university. We invest globally across a variety of asset classes applying a clear set of responsible investing principles.
Please refer to https://utam.utoronto.ca/
for more information about UTAM.
Compensation:
A competitive total compensation package is offered, including a defined-benefit pension plan and financial and paid leave support in completing the CFA designation.
Diversity Statement:
UTAM is strongly committed to diversity and especially welcomes applications from racialized persons/persons of colour, women, Indigenous / Aboriginal People of North America, persons with disabilities, LGBTQ2S+ persons, and others who may contribute to the further diversification of ideas. Our values regarding equity and diversity are linked with our unwavering commitment to excellence in pursuing our mission.
Accessibility Statement:
UTAM is committed to the principles of the Accessibility for Ontarians with Disabilities Act (AODA). As such, we strive to make our recruitment, assessment and selection processes as accessible as possible and provide accommodations as required for applicants with disabilities.
If you require any accommodations at any point during the application and hiring process, please contact [email protected]
Position Description
This position will be part of the Investments team and will report to the Head of Private Markets. The Analyst conducts research and analysis to help identify, evaluate and manage private markets (e.g., private equity and real assets) investment opportunities globally. While focused on private markets and manager selection, the Analyst will also participate in regular internal investment team meetings and gain exposure to all asset classes.
This is a great opportunity to join a collaborative and high-performing team of investment professionals within a flat organization and to make a direct contribution to UTAM’s private markets investment activities.
Responsibilities
- Help manage the pipeline of private markets investment opportunities, schedule and attend meetings/calls with existing and potential investment managers, and update and maintain UTAM’s investment management research database.
- Support and implement various aspects of the investment process, including conducting analysis and due diligence on potential investments/managers; creating detailed financial models and analysis in Excel; and, assisting in the closing and portfolio reporting processes for completed investments.
- Integrate environmental, social and governance (ESG) considerations into the investment process.
- Contribute to developing, writing and presenting detailed investment recommendation memos.
- Participate in the portfolio management and monitoring of the private markets investment portfolio, including allocation analysis, investment pacing, performance analytics, and review of existing investments.
- Conduct industry research and analysis on private markets.
- Undertake domestic and international travel as required.
- Performance of other duties and ad-hoc projects as required.
Required Skill / Experience
- Progress towards, or completion of, the CFA designation is considered an asset.
- One or more years of investment management or related work experience, ideally with practical experience in private markets (Private Equity/Venture Capital, Real Estate, or Infrastructure) and in manager selection within an institutional investor context. Candidates with less full-time work experience, yet with completed internships or “co-op” work terms in private markets investments will also be considered.
- Sound judgment, detail-oriented, and proven ability to manage multiple initiatives/projects concurrently.
- Strong written and oral communication skills are considered essential.
- Well-developed qualitative and quantitative analytical skills, including strong financial modelling capabilities in Excel; high proficiency expected in Word and PowerPoint.
- Interest and ability to work in a collegial, small-team environment.
