Associate, Private Equity Portfolio Strategy

CPP Investments | Investissements RPC • Toronto, ON

7d • Onsite

About The Position

The Associate, Private Equity Portfolio Strategy supports the construction and optimization of CPP Investments’ global private equity portfolio. This role involves conducting financial and market analysis, managing capital allocation and forecasting, and developing tools that enhance portfolio insights and decision-making. The Associate will collaborate across the Private Equity department and the broader organization to support initiatives that drive long-term value creation and portfolio performance. The Portfolio Strategy Group is part of the Private Equity (PE) department at CPP Investments. PE manages $140 billion of net assets and is responsible for the firm’s private equity investments globally. By investing in funds, secondaries, growth equity and directly in private equity, we seek opportunities to build a global, diversified portfolio that will outperform comparable passive public alternatives over the long term. The Portfolio Strategy group within PE seeks to enhance the risk-adjusted returns of the portfolio through portfolio construction techniques that enable the department to meet the targeted return and maximize alpha while balancing investing and developing strong long-term value-add partnerships to the total Fund.

Requirements

• 2+ years of work experience (e.g., investments, data/analytics, banking, or consulting).
• University degree in a related field
• Understanding of private equity concepts
• Strong analytical and problem-solving skills with demonstrated intellectual curiosity.
• Strong financial modeling skills (i.e., in Excel or Python) and hand-on experience in applying AI tools to enhance analysis and decision strongly preferred.
• Ability to manage and interpret large datasets (e.g., SQL), automate analytical processes, and distill insights into clear recommendations.
• Excellent written and verbal communication skills, with the ability to engage effectively with senior stakeholders.
• Highly organized with strong attention to detail; ability to deliver high-quality work across competing deadlines
• Self-motivated and adaptable, with the ability to thrive in a dynamic, fast-paced environment and balance shifting priorities.
• Collaborative, proactive team player with a strong sense of ownership.
• Alignment with CPP Investments’ Guiding Principles of Integrity, Partnership, and High Performance.
• You are motivated to contribute to something larger than yourself, approach complex challenges with rigor, and hold yourself to high standards in a collaborative, performance-driven environment.

Nice To Haves

• hand-on experience in applying AI tools to enhance analysis and decision strongly preferred.

Responsibilities

• Conduct bespoke financial analysis to support strategic portfolio construction decisions
• Synthesize large volumes of data into insights that inform investment pacing, risk allocation, and long-term program design.
• Support capital management forecasting and allocation across short- and long-term horizons.
• Assist in building, automating, and scaling tools and dashboards that support senior leadership in portfolio-shaping decisions.
• Conduct research on private equity markets and industry trends to inform portfolio construction decisions.
• Contribute to presentations for committees and the Board, covering market views, strategy, and other key topics.
• Collaborate across Private Equity and the broader CPP Investments platform to integrate bottom-up investing with top-down portfolio construction.
• Support the adoption and implementation of CEO and CIO priorities within Private Equity
• Contribute to technology-enabled solutions that improve efficiency, forecasting, and decision support across the global PE business.
• Provide ad hoc analytical and strategic support to the Global Senior Managing Director of Private Equity, as required.

Benefits

• Competitive total rewards and benefits
• Comprehensive wellness programs
• Opportunities for learning and growth
• Exposure to complex, global challenges
• Meaningful work with measurable impact
• We provide colleagues with cutting-edge AI tools, dedicated learning time, and practical support to help them deliver with greater impact.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level