Associate, Private & Alternative Asset Operations

AI overview

Join the Real Assets and Private Investment Operations team to enhance operational excellence and collaboration while ensuring accurate execution of complex investment transactions.

We are seeking an Associate to join the Real Assets and Private Investment Operations team within Investment Operations. Reporting to the Manager, Private and Alternative Asset Operations, this role plays a key leadership function on the team. The Associate is responsible for ensuring the accurate and efficient execution of investment transactions, supervising and mentoring junior colleagues, and driving continuous improvement in processes and controls.

Team Summary

The Real Assets and Private Investment Operations team plays a critical role in supporting CPP Investments’ global private markets strategy. We partner closely with investment professionals across Private Equity, Infrastructure, Sustainable Energies and other private asset classes to ensure the seamless execution, servicing, and reporting of complex investment transactions. By delivering operational excellence, maintaining strong governance and controls, and driving process innovation, we enable investment teams to execute with confidence and efficiency.  

Joining this team means working in a dynamic, collaborative environment where you will gain deep exposure to private markets, build relationships with both internal stakeholders and external managers, and contribute to the continuous improvement of our operational platform.

Accountabilities:

  • Partner with colleagues across Investment Departments, Structuring and Business Management, Tax, Treasury, and Finance to ensure accurate and timely recording and funding of investment transactions by proactively identifying and resolving operational issues.
  • Oversee onboarding of new investments, including review of partnership agreements, subscription/disposition documents, and tax structuring agreements.
  • Manage asset servicing of existing investments by reviewing capital call and distribution tickets, validating accounting entries, and ensuring accuracy, completeness of documentation, and proper authorizations.
  • Support the quarterly and annual valuation review process for Private Equity Fund and Direct Investments; provide analysis to identify and explain material valuation movements.
  • Ensure timely completion and accuracy of portfolio and P&L reporting, reconciliations, and compliance with reporting requirements; resolve discrepancies when exceptions occur.
  • Provide analysis and recommendations on operational or business issues; escalate irregular activities or risks promptly.
  • Maintain strong working relationships with internal investment teams and external asset managers to resolve issues, meet financial controls, and ensure reporting requirements are satisfied.
  • Build expertise in the Private Investments domain and act as a subject matter resource for Investment Operations and accounting matters.
  • Drive continuous improvement by streamlining processes, enhancing controls, and implementing automated solutions to increase efficiency and mitigate risk.
  • Contribute to cross-functional collaboration to align with CPP Investments’ vision, goals, and values.
  • Supervise, coach, and mentor junior team members; support the Manager in overseeing daily activities.
  • Lead or contribute to special projects and other duties as assigned.
  • Undergraduate degree in Finance, Commerce, or a related discipline.
  • Professional designation (CPA, CFA) considered an asset.
  • Minimum 5–7 years of relevant work experience in investment operations or related fields.
  • Knowledge of Investran and/or SimCorp Dimension is an asset.
  • Strong understanding of Private Assets and banking settlement systems.
  • Demonstrated ability to adapt to evolving priorities and take on new challenges.
  • Advanced analytical, financial, and accounting skills with proficiency in Excel and ability to learn new systems.
  • Strong organizational, prioritization, and problem-solving skills with exceptional attention to detail.
  • Excellent written and verbal communication skills with a high degree of professionalism.
  • Proven ability to build relationships and work collaboratively across teams.
  • Self-motivated, flexible, and adaptable with strong leadership presence.
  • Acts as a culture ambassador and exemplifies our Guiding Principles of integrity, partnership, and high performance.

Visit our LinkedIn Career Page or Follow us on LinkedIn. #LI-AM1 #LI-Onsite

At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability.

We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process. 

Our Commitment to Inclusion and Diversity:

In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.

Disclaimer:

CPP Investments does not accept resumes from employment placement agencies, head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CPP Investments to provide resumes to this posting or web-site will be considered unsolicited and will not be considered.  CPP Investments will not pay any referral, placement or other fee for the supply of such unsolicited resumes or information.

Careers at CPP Investments. Find Great Talent with Career Pages. | powered by SmartRecruiters | Find Great Talent with a Career Page.

View all jobs
Get hired quicker

Be the first to apply. Receive an email whenever similar jobs are posted.

Ace your job interview

Understand the required skills and qualifications, anticipate the questions you may be asked, and study well-prepared answers using our sample responses.

Associate Q&A's
Report this job
Apply for this job