OUR COMPANY BACKGROUND & CULTURE UPP is the first pension plan of its kind in Ontarios university sector, proudly serving over 41,000members across five universities and fourteen sector organizations. Our purposeis to bring greater retirement peace of mind to the university sector byinvesting with integrity and serving members with care. As a sector-wide plandesigned for growth, our doors are open to all Ontario universities. Together, were a team of progressive thinkers andagile doers operating within a fast-paced culture of collaboration and respect.We believe in bringing smart and capable people together to create, solve, andgrow with a clear shared vision and values of integrity, inclusivity,ingenuity, and impact. Our culture is intentionally welcoming and purposefullyrooted in equity, diversity, inclusion, and reconciliation (EDI&R). Webelieve diverse teams, perspectives, and lived experiences contribute to betterdecisions and a better workplace. As a pension plan, UPP approaches investing througha long-term lens to generate and safeguard value. Our commitment to investingresponsibly accounts for material risks that impact our investment portfolio togenerate sufficient risk-adjusted returns to meet the pension needs of ourmembers. Join us in building a bright future for our members, our organization, and each other. THE ROLE As part of a growing and dynamic investment team, the Senior Analyst, Private Markets Asset Management will play a key role in all areas of the development of UPPs Private Markets asset management and portfolio monitoring responsibilities. Reporting to the Senior Director, Infrastructure Lead on an interim basis the individual 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 in a hybrid work environment, allowing employees the flexibility to work remotely and in-office (minimum two days per week in-office). Note: The level of this position will be determined based on the candidates relevant experience and qualifications; individuals at both the Analyst and Senior Analyst levels are encouraged to apply. SPECIFIC ACCOUNTABILITIES Assist in active asset management of existing Private Markets investments and provide support in analyzing and evaluating asset management related activities and proposals. Participate in meetings and facilitate continuous correspondence with existing investment managers to contribute to the development of relationships. Accountable for business-as-usual activities including performance reporting, fee reconciliation, and data integrity, alongside monitoring performance and risk across Private Market investments to support informed portfolio management. Assist in preparation of performance reporting for internal and external distribution purposes including regular and ad hoc meetings, investment committee meetings, and annual reporting. Facilitate internal collaboration with teams that work closely with the Private Markets team including investment finance and operations, responsible investing, risk management, legal, tax, compliance, treasury, and other teams as applicable. Maintenance and development of data and systems related to Private Markets in collaboration with data, analytics, and operations teams Prepare forecasting analysis for the Private Markets portfolio. Assistance in developing policies, frameworks, and strategy for Private Markets, as applicable. Provide analysis, research, and support to all aspects of the Private Markets portfolio. Integrate environmental, social and governance (ESG) considerations into the asset management processes and stewardship practices. Provide mentorship and guidance to junior team members and interns, as appropriate. Contribute to UPPs 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. SKILLS & EXPERIENCE An undergraduate or graduate degree in a relevant discipline. Possessing or pursuing an CPA, CBV, MBA, CFA, CAIA or any other relevant professional designation would be an asset. Senior Analyst: 3+ years of experience in investment finance or operations, international accounting firms, pension industry, or private markets Analyst: Minimum of 1-3 years of experience in investment finance or operations, international accounting firms, pension industry, or private markets 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. Excellent relationship building and conflict resolution skills. Demonstrated leadership abilities. Excellent interpersonal andverbalcommunication skills. A collaborative approach to understand and respond to organizational needs and partner with various organizational and control functions. Highdegree of professional ethics and integrity. Strong commercial and strategic judgment. Alignment with UPPs desire to be a leader in Responsible Investing, ESG,and climate change. LIFE AT UPP Do work that matters. We are duty-bound to serve our members interests, and its a responsibility we dont take lightly. Thats why weve ingrained sustainability in our work from day oneto ensure our members have a resilient future to retire into, both today and for generations to come. Stronger together. Collaboration is how UPP wasborn, and its how we work with each other and our partners day in, day out. Noone at UPP is just a number (even if they are excellent at math) and every winis a shared win. Grow every day. Youll have the opportunity to work on unique, once-in-a-career projects that maximize your skill set and probably teach you some new onesat any stage in your career. Prioritize wellness. At UPP, wellness takes many forms. Ultimately, its about ensuring our people are cared for in the ways that matter to them. Check out some highlights of our inclusive employee-focused benefits program including: Defined benefit pension plan Flexible hybrid work model Work from abroad up to eight weeks/year Comprehensive group benefits including medical, dental, vision etc. Extended paramedical and mental health service coverage Health care and lifestyle spending accounts Fertility treatments, paid parental leave, and gender affirmation coverage Education Assistance program UPP enthusiastically welcomes applications from all qualified applicants and especially invites people with lived experience as an Indigenous person, a person with a disability or as a member of another Human Rights Code protected group that faces barriers to employment to apply. Our goal is to create a barrier-free experience for every candidate throughout the recruitment process, so if you require accommodation at any point during the process, please let us know so that we can make the appropriate arrangements.It would be our honor to work with you to adapt our processes to ensure that you can meaningfully participate. UPP respects your privacy. For information on how UPP handles the personal information you provide during the application process, please see our Job Applicant Privacy Statement .
Job Title
Senior Analyst, Private Markets Asset Management