Investment Associate, Equities; Consumer Discretionary

Role Summary

We are recruiting for an Associate to join our Securities Selection team in the Active Equities department. The successful candidate will work on the Consumer Discretionary sector, reporting to the Managing Director, Active Equities – Consumer Discretionary. The Associate will conduct sector‑focused, deep bottom‑up fundamental research primarily on investment ideas and current portfolio holdings. The position is based in New York.

• Compile industry, market, and asset level data and financial information to support research.
• Build and leverage relationships with industry participants and management teams.
• Perform fundamental research and present research ideas to the broader group.
• 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, sharing views on overall investment attractiveness based on diligence work.
• Prepare analytical investment reviews and recommendations with the team, including industry overviews, written investment rationales, and due diligence reviews.
• Present investment recommendations to the Investment Committee and Board as required.
• Assist in the development, implementation, and monitoring of existing portfolios.
• Support transition of new assets into the CPP Investments portfolio by identifying benchmarks, building financial models, and providing rigorous project management support.

• Undergraduate degree or college diploma in a relevant field.
• Advanced degree or certification (CFA) is an asset.
• 3‑5 years of relevant work experience.
• Strong research, analytical, financial modeling, valuation, and 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 – Microsoft Excel, Microsoft PowerPoint.
• Solid verbal and written communication skills.

Base salary range: USD $145,000 – $212,000, subject to experience and expertise. The total rewards package includes a performance‑based incentive plan, a 401(k) plan, and paid time off.

New York, NY

CPP Investments is committed to equitable access to employment and building a workforce that reflects diverse talent and perspectives. If you require accommodation at any stage of the recruitment process, please let us know and we will work with you to meet your needs.