Manager, Due Diligence

Support senior team members in performing operational risk assessments to be delivered to internal stakeholders including the Director and MD of the Due Diligence & Advisory, as well as the CFO, Investment teams, Legal and other stakeholders as required.

For each external manager, develop an understanding of its internal controls; deal / trade process flows; fund transfer, settlement, custody, and valuation processes; performance and risk measurement activities; regulatory and compliance environment; information technology systems and capabilities, cybersecurity programs, as well as business continuity and disaster recovery procedures.

Provide exceptional service to the Investment departments by proactively addressing concerns / issues and responding to inquiries and requests; and work with various internal departments to ensure the efficient and effective use of resources.

Assist senior team members in developing strong business relationships with internal stakeholders, as well as external partners and advisors to support and deliver upon Teachers’ Investment objectives.

Support the adoption of best practices within the team’s activities to address emerging risks, new investment strategies, and other material developments (including the review and update of relevant policies and procedures as necessary)

Contribute to team effectiveness by sharing knowledge, supporting colleagues, and maintaining quality standards for ODD deliverables

Represent the Due Diligence group professionally in interactions with internal stakeholders and external partners.

Participate in team planning discussions in establishing performance goals, and provide input on process improvements and resource needs.

Demonstrate OTPP’s values consistently in interactions across all levels of the organization and with external partners.

Demonstrate confidence and sound judgment in determining assertions and recommendations. Balancing competing interests and expectations across departments requires careful evaluation and deliberate consideration. This role supports a critical control point, safeguarding OTPP’s interests and identifying external operational risks that may not be immediately apparent to key decision-makers

Assist in identifying and advocating for solutions to mitigate identified operational and reputational issues both in support of partners and in delivery of risk assessments to Investment stakeholders.

Work with the senior team members to develop solutions to mitigate risk where there may be no precedent internally and little externally. Due to the non-recurring and analytical nature of activities, a high level of constructive thinking and collaboration will be necessary.

Relevant university degree(s) – Finance, Accounting, Commerce

A master’s degree in finance and/or accounting, CPA, CFA, CAIA, or other equivalent designations is an asset

Strong knowledge and understanding of different public and private market investment strategies, public market infrastructure, and supporting operational processes and systems.

Understanding of deal / trade lifecycles (execution, settlement, pricing and valuations, reconciliations, investment reporting, performance measurement, fee and NAV calculation, risk…