At a Glance
- Tasks: Join our rotational program to explore four asset classes and gain hands-on investment experience.
- Company: OTPP is a global leader in financial services, known for its collaborative culture and innovative investments.
- Benefits: Enjoy competitive salary, professional growth opportunities, and flexible travel options for work abroad.
- Why this job: Accelerate your career with diverse experiences and mentorship from industry leaders in a dynamic environment.
- Qualifications: Recent graduates with strong analytical skills and a passion for financial markets are encouraged to apply.
- Other info: Apply by March 7, 2025, and prepare for a digital interview as part of the selection process.
The predicted salary is between 30000 - 42000 £ per year.
The opportunity
Are you graduating soon and looking for a rare opportunity to grow your experience & further accelerate your career? Are you interested in working for a reputable global organization with a highly collaborative culture in financial services? Are you looking to explore different asset classes and gain rapid experience?
Our rotational program consists of four back-to-back rotations in different asset classes over the first two years of your career at OTPP. This rotational program provides the opportunity to experience different asset classes and discover your strengths. At the end of the program, the rotational analyst will be matched to a landing team where they will continue to grow their career and leverage their insights gained during the rotational program.
Opportunity to rotate within four asset classes in OTPP:
- Real Estate – We invest directly in real estate globally, actively managing asset performance throughout the holding period. By partnering with best-in-class operating teams on the ground, we drive value creation and ensure strong operational performance. Our strategy targets core+ returns over a 5 to 10-year investment horizon.
- Teachers’ Venture Growth – We invest in high-growth, disruptive companies (Series B onward) that are using technology to shape a better future.
- Infrastructure and Natural Resources – Around the world, we invest in core infrastructure and natural resource assets to deliver steady inflation-linked cash flow. We work closely with our partners to invest and deliver returns over the long term.
- Private Credit – Our global, flexible credit solutions span the capital structure, built on strong partnerships and a long-term perspective. We’re looking to significantly increase the active risk taking and scalability of the credit platform across various strategies and geographies.
What you’ll do
New Investment
- Conduct research to support the development of investment strategies and evaluate potential investment opportunities.
- You will play a key role in evaluating opportunistic credit investments across the capital structure, executing private negotiated credit transactions.
- Get the chance to define and differentiate yourself as an investor and build strategic relationships with investment banks, private equity sponsors, best-in-class fund managers and industry executives.
- Gain exposure to business models across different industries and be involved in thoughtful dialogue and discussions on potential investment opportunities.
- Review and analyse financial reports, budgets, board books and other information prepared by management of our portfolio companies.
Portfolio Management
- Add value to our portfolio companies by using your understanding of business models across industries to support strategic decision making.
- Assist in the building and maintaining of sophisticated financial models that will be utilized for analysing investment returns, valuation, transaction structuring, and financing.
- Coordinate third-party due diligence advisors and assist in the execution of transactions, incorporating the findings into a financial model.
- You will play a key role in the Credit EMEA team’s efforts to significantly grow the portfolio, with the focus on private credit.
Soft skills:
- Excel at preparation of investment recommendations, internal, and presentations that will go to investment committees.
- Work collaboratively with the teams you join to implement their strategies and support Teachers Forward Strategy.
- Support Ontario Teachers’ office-wide initiatives.
- Verify information that is essential to our investing activities, maintaining an eye for detail but able to see the big picture.
What you’ll need:
- A relevant undergraduate degree with excellent academic performance.
- Ideally some previous meaningful work experience in an internship capacity, either in private equity, investment banking, corporate development, consulting or transaction services.
- Special emphasis on accounting, valuation and financial modelling skills.
- Excellent analytical and quantitative skills and a solid understanding of fundamental investment analysis.
- Self-motivated individual with the dedication to perform in a fast-paced environment and take ownership of tasks.
- Excellent interpersonal, communication and collaboration skills.
- High degree of professionalism and integrity.
- Highly proficient in Excel and PowerPoint.
- Fluency in other languages in addition to English is considered an asset.
- Willingness to travel when necessary.
- Interest in financial markets.
- You must have graduated from your programme in 2024, or be graduating in 2025.
How to Apply
Are you ready to pursue new challenges and take your career to the next level? Apply today! The following documents are required to be uploaded with your application:
- CV
- Copy of your transcripts
You will also be invited to complete a pre-recorded digital interview as part of your application.
We thank you for applying, however, only those selected for a personal interview will be contacted.
Accommodations are available upon request for candidates with a disability taking part in the recruitment process and once hired.
The privacy of your personal information is important to us. Please visit our Privacy Centre to learn how we handle your personal information.
Deadline for Applications – 7th March 2025.
What we’re offering
- Pay for performance environment that offers competitive salary and incentives.
- Numerous opportunities for professional growth and development.
- Comprehensive employer paid benefits coverage.
- Competitive time off.
- Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year.
At Ontario Teachers’, diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves.
Functional Areas:
Investments
Requisition ID:
6286
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Early Talent - Investment Analyst, Rotational Program UK employer: Ontario Teachers' Pension Plan
Contact Detail:
Ontario Teachers' Pension Plan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Early Talent - Investment Analyst, Rotational Program UK
✨Tip Number 1
Make sure to familiarize yourself with the different asset classes mentioned in the job description. Understanding the nuances of Real Estate, Private Credit, and Infrastructure will not only help you during interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of OTPP, especially those who have gone through the rotational program. They can provide valuable insights into the company culture and what it takes to succeed in this role.
✨Tip Number 3
Prepare for the pre-recorded digital interview by practicing common investment analysis questions. Being able to articulate your thought process clearly will set you apart from other candidates.
✨Tip Number 4
Showcase your analytical skills by discussing any relevant projects or internships where you applied financial modeling or valuation techniques. This will demonstrate your readiness for the responsibilities of the role.
We think you need these skills to ace Early Talent - Investment Analyst, Rotational Program UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experiences and skills that align with the role of an Investment Analyst. Focus on any internships or projects related to finance, investment analysis, or asset management.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are interested in the rotational program and how your background makes you a great fit. Mention specific asset classes you are excited about and how you can contribute to OTPP's goals.
Prepare for the Digital Interview: Since you'll be completing a pre-recorded digital interview, practice common interview questions related to investment analysis and financial modeling. Be clear and concise in your responses, showcasing your analytical skills and passion for finance.
Highlight Soft Skills: In your application, emphasize your interpersonal and communication skills, as well as your ability to work collaboratively. These are crucial for success in a team-oriented environment like OTPP.
How to prepare for a job interview at Ontario Teachers' Pension Plan
✨Research the Company and Its Culture
Before your interview, take the time to understand OTPP's values, mission, and collaborative culture. Familiarize yourself with their investment strategies across different asset classes, as this will help you align your answers with what they are looking for in a candidate.
✨Prepare for Behavioral Questions
Expect questions that assess your soft skills and how you work in teams. Use the STAR method (Situation, Task, Action, Result) to structure your responses, showcasing your ability to collaborate and contribute to team success.
✨Showcase Your Analytical Skills
Given the analytical nature of the role, be prepared to discuss your experience with financial modeling, valuation, and investment analysis. Bring examples from your academic or internship experiences that demonstrate your quantitative skills.
✨Express Your Interest in Financial Markets
Make sure to convey your passion for financial markets and investment strategies during the interview. Discuss any relevant coursework, projects, or personal interests that highlight your enthusiasm and commitment to the field.