About this role

Conducting sector focused, deep bottom-up fundamental research primarily on investment ideas and current portfolio holdings
Compile industry, market and asset level data and financial information to support research
Build and leverage relationships with industry participants and management teams
Perform due diligence on opportunities, including financial, company and sector diligence, to determine investment merits and risks
Develop company financial models and perform valuation analyses; apply statistical analysis to support investment decisions
Participate in evaluation, including sharing views on overall investment attractiveness based on findings from diligence work
Prepare analytical investment reviews and recommendations in collaboration with the team
Assist in the development, implementation and monitoring of existing portfolios
Support transition of new assets into CPPIB portfolio by identifying benchmarks, building financial models and providing rigorous project management support

Undergraduate degree or college diploma in relevant field
An advanced degree or certification (CFA) is an asset
3-5 years of relevant work experience
Strong research, analytical, financial modeling, valuation, problem solving skills and ability to think creatively
Experience working in deal environments including supporting acquisitions, diligence and/or asset management activities
Advanced computer/technical skills – MS Excel, MS PowerPoint
Solid verbal and written communication skills

Investment Associate, Equities – Consumer Discretionary

Key skills