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

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.
• Hold the team accountable for quality of judgment, execution discipline, and alignment with OTPP's mission, vision, and values.
• Ontario Teachers’ may use AI-based tools to assist in screening and assessing applicants for this position.
• Lead deal teams end-to-end, from origination through close and through the life of the investment; serve as the named sponsor at Underwriting Committee and author Underwriting Committee papers.
• Own deal execution with limited oversight — including pricing, structuring, financing, and final commercial and legal negotiating positions.
• Build, lead, and develop the Financial Services investment team; partner with the SMDs on hiring, performance management, and succession.
• Work in a highly collaborative manner, bringing a complex network of stakeholders along (Global and Sector SMDs, deal teams, Portfolio Solutions / Value Creation, international office leaders, portfolio companies).
• Provide disciplined thinking, sound judgment, and courage of conviction, with a willingness to take balanced, thesis-driven risk.
• Reporting to the Senior 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.
• Take active board leadership roles at portfolio companies; drive value creation agendas with management and sponsor follow-on capital, M&A, and exit decisions.
• Originate proprietary deal flow through personal networks with CEOs, operating executives, sponsors, bankers, and advisors; represent OTPP Financial Services externally.
• Set coverage priorities and investment theses for one or more sub-sectors; partner with the SMDs on team strategy and sector positioning.
• Define value creation playbooks across the Financial Services portfolio and hold portfolio company management accountable for delivery.
• Direct investment track record in Financial Services required; insurance, wealth, or payments expertise particularly valued.

Requirements

• Strong academic background, with a financial designation (MBA, CFA, CBV, or CA strongly preferred).
• Demonstrated leadership across the full investment process, including sourcing, due diligence, debt financing, negotiation, and exit.
• Strong negotiating skills, with ability to lead commercial terms in acquisitions, mergers, and financings.
• Ability to balance priorities, work independently, lead teams, and thrive in a high-performance 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.
• Track record sponsoring deals at Underwriting / Investment Committee and delivering committed returns across a full investment cycle, including conducting and leading multiple diligence streams (financial, operational, legal, tax, insurance), arranging debt financing, and negotiating documentation.
• Deep knowledge of Financial Services sector dynamics — particularly Insurance, Wealth & Asset Management, Lending, Professional Services, and Cards & Payments — and the emerging regulatory, AI, and digitization themes reshaping them.

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