Analyst, Private Equity Business Management

We are recruiting an Analyst, Business Management within the Private Equity department based in Toronto. The role will focus on data and analytics leveraging CPP’s various applications and data platforms to build technology solutions, supporting the department’s strategic priorities and portfolio analytics requirements. This individual will partner with Technology & Operations, Finance and other departments to evaluate data availability, quality and relevance to support PE’s business requirements and support the creation of data solutions and applications to PE’s leadership team. The role requires adaptability in balancing ongoing recurring responsibilities with ad-hoc project-based work aligned with the department’s evolving priorities.

The ideal candidate will have strong data analysis skills, ability to query data using SQL & work on large data sets using Python and capability to deliver dynamic advanced analytical solutions by providing an integrated and independent view of key investment and business metrics, such asself-serve monitoring reports. In this role, it is critical to be able to multitask and work well under pressure, learn systems and processes, possess a strong attention to detail and an ability to collaborate effectively across multiple stakeholders and departments. Additionally, the candidate should demonstrate a keen usage of and interest in Gen-AI, such as coding tools like Cursor and AI APIs. The successful candidate will be a self-starter and an active listener, who asks questions to attain clarity and can develop concise communication to be shared both internally and externally.

Team Summary

The Private Equity (PE) department is responsible for all of CPPIB’s private equity investments globally, excluding real assets. By investing in funds, secondaries, 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 Private Equity Business Management group leads business management activities that support the operations of the investment department in an efficient and effective manner.

Key Accountabilities

• Utilize advanced analytical techniques with multimodal datasets to enable insight generation and advanced portfolio analytics to support investment decisions.
• Partner with PE’s investment and technology professionals, Technology & Operations and other departments as needed to develop tailored solutions addressing PE’s data, analytics and reporting requirements (investment holdings, performance, capital, etc.).
• Support as-is and to-be process design flows, identifying efficiencies and leveraging the capability of digital resources.
• Work across teams to design management reporting solutions, including creation of impactful and dynamic visuals and applications.
• Contribute to the on-going effort to expand department-wide knowledge sharing and collaboration including efficient access to data used by the investment teams.
• Coordinate user requirements gathering and provide testing support for new departmental systems and tools.
• Execute on ad-hoc reporting and analysis to support business management and investment decisions.
• Demonstrate flexibility in balancing recurring deliverables (e.g., portfolio monitoring, performance dashboards) with evolving and time-sensitive projects across the department.
• Assist in the preparation of management reports and portfolio analysis.
• Support investment teams with aggregating and reporting on key metrics to monitor investment performance.
• Contribute to the ongoing collection, oversight and review of critical data elements relevant to portfolio holdings.
• Perform additional analysis in support of portfolio monitoring activities.
• Execute on ad-hoc reporting and analysis to support business management and investment decisions.
• Other relevant duties and projects as assigned.