CPPIB

Financial Planning and Analysis

• Conducting sector focused, deep bottom-up fundamental research primarily on investment ideas and current portfolio holdings
• Compile industry, market and asset level data and financial information to support research
• Build and leverage relationships with industry participants and management teams
• Perform due diligence on opportunities, including financial, company and sector diligence, to determine investment merits and risks
• Develop company financial models and perform valuation analyses; apply statistical analysis to support investment decisions
• Participate in evaluation, including sharing views on overall investment attractiveness based on findings from diligence work
• Prepare analytical investment reviews and recommendations in collaboration with the team
• Assist in the development, implementation and monitoring of existing portfolios
• Support transition of new assets into CPPIB portfolio by identifying benchmarks, building financial models and providing rigorous project management support

Investment Associate, Equities – Consumer Discretionary