Ontario Teachers' Pension Plan | Director, Private Capital, Financial Services

What you'll do

• The role will also potentially partner with colleagues in OTPP's global offices on international investment and / or cross asset class opportunities in Financial Services.
• Ontario Teachers’ may use AI-based tools to assist in screening and assessing applicants for this position.
• Lead or co-lead individual deals and workstreams with oversight from the SMD or MD; own specific diligence streams (financial, operational, commercial, legal, tax, insurance) end-to-end.
• Post-close, remain actively involved with portfolio companies — often as board observer or board member — working with management on strategy, value creation, M&A, and refinancing.
• Contribute to deal flow generation through desk research, consultant relationships, operating executive networks, conferences, and relationships with management teams.
• Lead sub-sector deep dives and thematic research as the team evolves its coverage strategy, including emerging AI, regulatory, and digitization themes.
• Manage and develop analysts, associates, and principals on deal teams; provide direct mentorship on diligence, modeling, judgment, and communication.
• Work in a highly collaborative manner, bringing a complex network of stakeholders along (Global and Sector SMDs, MDs, deal teams, Portfolio Solutions team, international office leaders, portfolio companies, etc.).
• Build a network of operating executives, CEOs, consultants, bankers, and peer sponsors; progress toward independent deal sourcing by the end of Director tenure.
• Develop value creation expertise in close partnership with the SMD and MDs; contribute to portfolio company initiatives as assigned.
• Provide disciplined thinking, sound judgment, and courage of conviction, with a willingness to take balanced, thesis-driven risk.
• Reporting to the Managing Director, the role will be part of a deal team comprising analysts, associates, principals, directors, and managing directors, supported by third-party consultants, operating executives, and legal and accounting advisors dedicated to each transaction.
• Serve as a key member of deal teams — conducting industry and company due diligence, building financial models, arranging debt financing, negotiating legal documents, and preparing written recommendations for the Underwriting Committee.
• Work cross-functionally and collaboratively with other teams to ensure continued alignment with OTPP's mission, vision, and values — including supporting and sharing knowledge with other areas of Investments and responding to ad hoc requests.
• Direct investment exposure to Financial Services preferred.

Requirements

• Experience playing a lead role on deal workstreams, including conducting due diligence, leading multiple diligence streams (financial, operational, legal, tax, insurance), arranging debt financing, and negotiating documentation.
• Familiarity with Financial Services sector dynamics — particularly Insurance, Wealth & Asset Management, Lending, Professional Services, and Cards & Payments — and the regulatory, AI, and digitization themes reshaping them.
• Strong academic background, with a financial designation (MBA, CFA, CBV, or CA strongly preferred).
• Experience playing a leading role in the investment process, including conducting due diligence, arranging debt financing, and negotiating documentation.
• Ability to balance priorities, work independently, lead projects, and thrive in a high-performance team environment.
• Deep understanding of fundamental investment analysis and private equity value creation.
• Strong interpersonal skills and ability to build constructive relationships with internal and external parties, particularly management teams, boards, and senior advisors.
• Strong communication skills, both oral and written, including IC paper authorship and presentation.

Ontario Teachers' Pension Plan

Ontario Teachers' Pension Plan is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "As one of the largest pension plans in the world, Ontario Teachers' invests strategically across key markets and sectors to deliver steady returns."

Its finance, accounts, audit and tax openings in India are mostly in Toronto.

• Industry: BFSI / Investments / Insurance