Associate, Fund Investments

Location:

About Us

Wittington Investments Limited a private Canadian company is the holding company of the Weston group of companies which includes George Weston Limited Loblaw Companies Limited and Choice Properties REIT.

George Weston Limited is a Canadian public company founded in 1882. George Weston has two operating segments: Loblaw Companies Limited Canadas largest food and drug retailer and a provider of financial services and Choice Properties Real Estate Investment Trust Canadas largest and preeminent diversified REIT. With over 200000 employees working at George Weston and its operating segments the group of companies represent one of Canadas largest private sector employers.

Job Description

Associate Fund Investments

About Us

Wittington is a purpose-driven holding company that stewards the Weston familys investments and philanthropic legacy. As the controlling shareholder of George Weston Limited - and through it Loblaw and Choice Properties - we manage a global portfolio and support transformative initiatives across Canada. Wittington is also the home to charitable foundations that include the Weston Family Foundation and The Hilary and Galen Weston Foundation which help advance Wittingtons philanthropic ambitions.

Our corporate values are the foundation of everything we do guiding our decisions shaping our culture and defining how we succeed together.

• Integrity - We lead with integrity and humility
• Professionalism - We invest and serve with courage and excellence
• Long-term thinking - We prioritize long-term thinking and outcomes over short-term fixes and outputs
• Contributing - We believe that our greatest strength lies in our people our culture and our shared purpose

Opportunity Overview:

Wittington is looking to strengthen and grow its global diversified portfolio team with the addition of an Associate Fund Investments. This investment professional will be part of a growing entrepreneurial investment team supporting portfolio strategy as well as external manager selection across public and private markets.

Duties and Responsibilities:

• Support and contribute to all aspects of fund investments including manager sourcing peer analysis due diligence portfolio construction and ongoing monitoring.
• Lead due diligence workstreams performing quantitative and qualitative analysis reviewing track records assessing portfolio exposures and coordinating reference checks.
• Build and manage relationships with investment managers including market mapping outreach and leading diligence discussions.
• Develop and refine financial and statistical models to support investment decision making and monitoring summarizing outputs into actionable insights.
• Draft investment recommendation memos and presentation materials for investment decision making incorporating feedback from relevant team members.
• Contribute to portfolio strategy including pacing analysis liquidity planning and monitoring exposures across asset classes and managers.
• Monitor existing fund investments through ongoing reviews performance attribution risk/ESG assessment and preparation of portfolio reporting materials.
• Evaluate and recommend new tools and technologies for portfolio management and be well acquainted with current industry trends.
• Lead implementation of new technologies collaborating with cross-functional teams to ensure successful project delivery.
• Collaborate with the broader Wittington investment team and other departments including legal finance tax and accounting as appropriate.

Required Qualifications and Behavioral Attributes:

• University degree in Statistics Business Economics Mathematics or a related field is required. CFA and/or CAIA designation (or working towards the designation) is an asset.
• 3-5 years of relevant work experience in any of the following sectors: private equity investment banking equity research investment consulting or equivalent role.
• Proficiency with Microsoft Office applications (Word Excel and PowerPoint) is required. Knowledge of economic and market data sources (Bloomberg) business intelligence tools (Power BI) and coding languages (Python) are preferred.
• Strong quantitative and analytical skills and ability to apply these skills in due diligence portfolio construction and risk measurement processes.
• Demonstrated ability to collaborate with peers and team leadership.
• Seeks continuous improvements and efficiencies in workflow.
• Highly organized and efficient ability to work independently and manage both workload and deliverables.

What We Offer

• A friendly collaborative and inclusive culture
• A total rewards package that includes competitive compensation flexible benefits as well as pension and investment plans
• Tuition reimbursement and training to help you reach your full potential
• Wellness programs and initiatives

Wittington is an equal opportunity employer committed to promoting a diverse and inclusive workplace. We know our success depends on the perspectives and contributions of all our employees. Diverse backgrounds and experiences make our business stronger.

If you are contacted for a job opportunity and require accommodation please email so we can ensure you have an accessible candidate experience throughout the recruitment process. All requests are confidential and used only to meet candidate needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Number of Openings

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