Law Clerk - Corporate and Investments

Responsible for handling corporate-related documentation and processes, including:

Creating and organizing corporations and special purpose entities for the Investment Division, including name searches, articles of incorporation, by-laws, resolutions, and filings with the Ontario Business Registry and the Financial Services Regulatory Authority of Ontario;

Maintaining corporate minute books in Minute Box and preparing filings for OTPP’s wholly-owned Ontario investment corporations throughout the entity lifecycle, including amendments, reorganizations, dissolutions, amalgamations, intercompany funds flow, annual return filings, and extra-provincial/territorial filings; and

Managing director appointments and resignations for OTPP employees and board members.

Working with Investment Counsel on transaction-related matters as assigned.

Responsible for preparing investment related documentation for review by Investment Counsel, including:

Fund subscription documentation;

Know-your-client requests;

Corporate notarial documents;

Banking documentation;

Delegations and certificates of incumbency;

Investment-related regulatory filings; and

Other matters as they arise.

Developing, maintaining, and continuously enhancing document standards, precedents, and processes for the Investment Counsel team.

Participating in strategic initiatives and projects on behalf of the Investment Counsel team and Corporate Affairs division.

Ensuring knowledge sharing amongst colleagues on the Investment Counsel team.

Collaborating with law clerks outside of the Investment Counsel team to develop and implement innovative practices in the provision of paralegal services across the entire Corporate Affairs division.

Fostering integration, partnership, and collaboration across various departments including, but not limited to, Finance, Tax, and Investments

Post-secondary degree/diploma

Law clerk, paralegal, or equivalent designation

Proficiency with Microsoft Office applications

Familiarity with Minute Box or similar subsidiary management database applications

5+ years of experience in an in-house legal department and/or law firm working as a paralegal, law clerk, or similar role

Experience working with global organizations is an asset

Experience supporting institutional investments and/or other financial services is an asset

In depth knowledge and understanding of relevant corporate statutes (e.g., OBCA, CBCA, etc.) & investment-related law

Familiarity with contract and document preparation and review, as well as regulatory compliance

Excellent judgment, flexibility, and a collaborative mindset, with the ability to work effectively in a team and build relationships

Strong organizational, communication, information technology, coordination, and secretarial skills

Ability to adapt and respond efficiently to unexpected timelines

Competent research and problem-solving skills

Superior discretion, professional integrity, and absolute confidentiality

Pension industry experience is an asset

Excellent communication and interpersonal skills to respond to multiple stakeholders in a timely manner, including executive members, investment professionals, and functional partners

Strong organizational and multitasking skills with acute attention to detail

Ability to work well independently and manage multiple priorities (both immediately and for the Investment Counsel team in the long term)

Ability to coordinate and manage multiple tasks simultaneously, demonstrating a high degree of initiative and the ability to work well independently, ensuring timely completion of deadlines

Recognize opportunities and/or issues and proactively exercise judgment in recommending solutions