Principal, External Strategies

Principal External Strategies

Department: Total Portfolio Management Investments Division

Type: Contract 18 Months

Location: Toronto (hybrid)

Posting Date: May 12 2025

At OPTrust paying pensions today preserving pensions for tomorrow is our mission and business.

When you choose OPTrust you join a team of smart talented people who fuel our success and have a passion for pensions. Everyone at OPTrust in Toronto London and Sydney makes a meaningful impact. Our culture is driven by team members with different backgrounds and perspectives creating an inclusive and fulfilling place to work for everyone. We work in a fastpaced environment but we find time to have fun and give back to the community.

What OPTrust Offers You

• Unique culture rooted in our core values collaboration and teamwork integrity respect flexibility excellence and continuous improvement.

• A purposedriven environment where we all work towards the common goal of paying pensions today and preserving pensions for tomorrow.

• A flexible hybrid work model.

• Comprehensive benefits focused on your health and wellness.

• Optional membership in our worldclass defined benefit pension plan.

• A dedicated inclusion diversity and equity strategy with meaningful opportunities to participate including our employeeled resource groups

About the role

Join our dynamic team as Principal External Strategies where you will play a critical role in supporting the building and management of the externally managed public market program. Within Total Portfolio Management the Completion Portfolio Strategies team is responsible for developing and managing strategies that support continued evolution of the public completion portfolio. The team invests in a wide variety of strategies with global top tier asset management partners including hedge funds credit managers equity managers and venture capital funds. The portfolio will be a concentrated set of strategic relationships designed to facilitate knowledge transfer and strategic benefits for the Total Fund in addition to their underlying investment mandates. The individual is required to work collaboratively with multiple groups within the Investments Division as well as functional partners across the broader OPTrust organization.

What youll do

• Lead investment due diligence processes and demonstrate strong transaction execution capabilities across various external asset management strategies including but not limited to fixed income macro quantitative smart beta equities hedge funds credit strategies and innovation themes.

• Lead deal negotiations: ability to identify key points of contention during negotiations and demonstrate ability to evaluate tradeoff/givetake scenarios.

• Identify evaluate and derive strategic value from partners; recognize internal teams that can benefit from interactions with our partners and facilitate the relationship building process; generate and implement ideas on how we can add strategic value to our partners.

• Actively manage and monitor portfolio exposures and market movements to determine impact on fund performance.

• Support and contribute to Total Fund projects and initiatives the Investment Planning process and collaborate with other investment groups and functions to enhance our investment framework over time.

• Escalate any concerns identified to Managing Director as needed.

What you bring

• A degree (BA/MA/MBA) is required.

• CFA is an asset.

• Experience in investment due diligence (preference for background in hedge funds equity and credit strategies).

• Previous work experience (minimum 5 years) with external manager selection.

• A demonstrated ability to work effectively with internal and external partners and build strong relationships

• Negotiating skills with the ability to quickly identify stakeholder interests and structure creative solutions to reconcile competing objectives.

• A passion for investing with a desire to follow investment markets and their dynamics.

• Analytic capabilities able to quickly evaluate and understand fund managers and their investments.

• An inquisitive nature with a curiosity in evaluating new ideas to help drive portfolio innovation over time.

• The ability to communicate complex information in a simple relevant effective unbiased and direct manner.

• Demonstrated ability to collaborate and contribute to a highperforming team.

• Exemplify OPTrusts values: collaboration and teamwork integrity respect flexibility excellence and continuous improvement.

Please submit your application via Workday by May 26 2025.

Serving a membership as diverse as ours and investing in a global market means cultivating an environment that embraces inclusion diversity and equity in everything we do. OPTrust is an organization engaged in building on our unique and diverse strengths. We know a diversity of backgrounds cultures gender identities and perspectives are critical to achieving our shared goals.

If you require accommodation at any time during the recruitment process please send a message to or discuss your needs with the Talent Acquisition Consultant during the telephone screening. We will do our best to work with you and provide appropriate accommodation.

As an organization were seeking ways to respond to the Truth and Reconciliation Commission of Canadas Call to Action 92. We are working with the Canadian Council for Indigenous Business to build bridges with Indigenous communities and partners and we have created an employeeled Reconciliation Working Group that will work with Indigenous experts to identify a path to reconciliation for our organization.

We thank all interested applicants however only those under consideration will be contacted.