Associate, Private & Alternative Asset Operations at CPP Investments

Toronto, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

01 Jan, 26

Salary

0.0

Posted On

03 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Operations, Private Assets, Financial Analysis, Accounting, Process Improvement, Team Leadership, Relationship Management, Analytical Skills, Problem Solving, Attention to Detail, Communication Skills, Organizational Skills, Adaptability, Collaboration, Governance, Controls

Industry

Financial Services

Description

Company Description Make an impact at a global and dynamic investment organization When you join CPP Investments, you are joining one of the world’s most admired and respected institutional investors. As a professional investment management organization, CPP Investments invests the funds of the Canada Pension Plan (CPP) to help ensure its financial sustainability for generations of working and retired Canadians. CPP Investments invests across regions and asset classes to build a globally diversified portfolio. It holds assets in public equity, private equity, real estate, infrastructure, and fixed income, and the CPP Fund is projected to reach $3.6 trillion in assets by 2050. The organization is headquartered in Toronto with offices in Hong Kong, London, Mumbai, New York City, San Francisco, São Paulo, and Sydney. CPP Investments successfully attracts, selects, and retains talented individuals from top-tier institutions worldwide. Join our team for access to: Stimulating work in a fast-paced and intellectually challenging environment Accelerated exposure and responsibility Global career development opportunities Diverse and inspiring colleagues and approachable leaders A hybrid-flexible work environment with an emphasis on in-person collaboration A culture rooted in principles of integrity, partnership, and high performance An organization with an important social purpose that positively impacts lives If you have a passion for performance, value a collegial and collaborative culture, and approach work with the highest integrity, invest your career here. Job Description We are seeking an Associate to join the Real Assets and Private Investment Operations team within Investment Operations. Reporting to the Manager, Private and Alternative Asset Operations, this role plays a key leadership function on the team. The Associate is responsible for ensuring the accurate and efficient execution of investment transactions, supervising and mentoring junior colleagues, and driving continuous improvement in processes and controls. Team Summary The Real Assets and Private Investment Operations team plays a critical role in supporting CPP Investments’ global private markets strategy. We partner closely with investment professionals across Private Equity, Infrastructure, Sustainable Energies and other private asset classes to ensure the seamless execution, servicing, and reporting of complex investment transactions. By delivering operational excellence, maintaining strong governance and controls, and driving process innovation, we enable investment teams to execute with confidence and efficiency. Joining this team means working in a dynamic, collaborative environment where you will gain deep exposure to private markets, build relationships with both internal stakeholders and external managers, and contribute to the continuous improvement of our operational platform. Accountabilities: Partner with colleagues across Investment Departments, Structuring and Business Management, Tax, Treasury, and Finance to ensure accurate and timely recording and funding of investment transactions by proactively identifying and resolving operational issues. Oversee onboarding of new investments, including review of partnership agreements, subscription/disposition documents, and tax structuring agreements. Manage asset servicing of existing investments by reviewing capital call and distribution tickets, validating accounting entries, and ensuring accuracy, completeness of documentation, and proper authorizations. Support the quarterly and annual valuation review process for Private Equity Fund and Direct Investments; provide analysis to identify and explain material valuation movements. Ensure timely completion and accuracy of portfolio and P&L reporting, reconciliations, and compliance with reporting requirements; resolve discrepancies when exceptions occur. Provide analysis and recommendations on operational or business issues; escalate irregular activities or risks promptly. Maintain strong working relationships with internal investment teams and external asset managers to resolve issues, meet financial controls, and ensure reporting requirements are satisfied. Build expertise in the Private Investments domain and act as a subject matter resource for Investment Operations and accounting matters. Drive continuous improvement by streamlining processes, enhancing controls, and implementing automated solutions to increase efficiency and mitigate risk. Contribute to cross-functional collaboration to align with CPP Investments’ vision, goals, and values. Supervise, coach, and mentor junior team members; support the Manager in overseeing daily activities. Lead or contribute to special projects and other duties as assigned. Qualifications Undergraduate degree in Finance, Commerce, or a related discipline. Professional designation (CPA, CFA) considered an asset. Minimum 5–7 years of relevant work experience in investment operations or related fields. Knowledge of Investran and/or SimCorp Dimension is an asset. Strong understanding of Private Assets and banking settlement systems. Demonstrated ability to adapt to evolving priorities and take on new challenges. Advanced analytical, financial, and accounting skills with proficiency in Excel and ability to learn new systems. Strong organizational, prioritization, and problem-solving skills with exceptional attention to detail. Excellent written and verbal communication skills with a high degree of professionalism. Proven ability to build relationships and work collaboratively across teams. Self-motivated, flexible, and adaptable with strong leadership presence. Acts as a culture ambassador and exemplifies our Guiding Principles of integrity, partnership, and high performance. Additional Information Visit our LinkedIn Career Page or Follow us on LinkedIn. #LI-AM1 #LI-Onsite At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability. We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process. Our Commitment to Inclusion and Diversity: In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs. Disclaimer: CPP Investments does not accept resumes from employment placement agencies, head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CPP Investments to provide resumes to this posting or web-site will be considered unsolicited and will not be considered. CPP Investments will not pay any referral, placement or other fee for the supply of such unsolicited resumes or information.

Responsibilities

The Associate is responsible for ensuring the accurate and efficient execution of investment transactions, supervising and mentoring junior colleagues, and driving continuous improvement in processes and controls. This role involves partnering with various departments to resolve operational issues and manage asset servicing of existing investments.