Investment Analyst, Real Estate

Investment Analyst, Real Estate

The Investment Analyst role in the Real Estate group is ideal for individuals passionate about pursuing a career in global real estate. This role will provide exposure to the key areas of our Real Estate portfolio – investments, asset management and portfolio management. The main responsibilities will focus on analyzing potential real estate investment opportunities, executing on transactions, tracking business plans and reporting on investment performance.

You will be joining our Dallas office, working in a dynamic team-based environment where you'll collaborate closely with members of the Real Estate team across our global offices and function as an important link with internal departments on Fund-wide initiatives. This is a chance to define and differentiate yourself as an institutional global real estate investor and build strategic relationships within the global market. The Real Estate team comprises nearly 40 investment professionals and invests and manages assets across a geographically diverse portfolio of approximately C$28 billion with assets in North America, South America, Europe and Asia, including Australia.

What You'll Do

Investments and Asset Management

• Build and maintain detailed financial models to evaluate potential investment opportunities.
• Conduct market research and competitive analysis to support acquisition and disposition decisions.
• Assist in the due diligence process and incorporate the findings into a financial model.
• Facilitate sale processes, including preparing materials, engaging with stakeholders, and ensuring timely execution
• Contribute to investment memos and presentation materials.
• Support ongoing asset management initiatives, including monitoring investments, tracking business plans and executing key priorities.

Portfolio Management

• Prepare data-driven portfolio analytics for key portfolio monitoring and reporting initiatives.
• Measure investment performance by developing an understanding of OTPP returns, benchmark, and risk frameworks to assess historical and projected performance.
• Support long-term capital planning by preparing deployment forecasts, as well as monitoring short-term liquidity and deployment activity.
• Support the valuation process, including tracking valuation results and preparing management reporting.
• Build relationships with other key functions across OTPP and contribute to Fund-wide initiatives.

What You'll Need

• Undergraduate degree required in business, finance, accounting, or related field.
• Up to one year of experience, preferably in investment banking, principal investing or investment advisory.
• Strong communication skills, both written and verbal.
• Advanced skills in Excel and PowerPoint.
• Excellent analytical and quantitative skills and ability to perform in-depth financial modelling analysis.
• Strong time-management skills, with the ability to balance multiple priorities under demanding timelines, while remaining meticulous.
• Proactive attitude, demonstrated ability and desire to work in a vigorous, fast-paced environment.

What We're Offering

• Numerous opportunities for professional growth and development
• Comprehensive employer paid benefits coverage
• A flexible work environment combining in office collaboration and remote working
• Competitive time off
• Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year

At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.