Associate, Private Equity Portfolio Strategy

Overview

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, 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.

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.

Accountabilities

Job Description:

• 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.

Qualifications

• 3+ years of work experience (e.g., investments, data/analytics, banking, or consulting).
• University degree in a related field
• Understanding of private equity concepts
• Strong…