The Opportunity
The Director, Strategy & Research, Real Estate is an experienced real researcher / strategist that will work closely with the Real Estate EMD and the Senior Leadership Team and take a leading role in the coverage of real estate research across markets and sectors.
This role will be expected to provide leadership and expert guidance in the formation and implementation of OTPP’s real estate house view, translating this into impactful portfolio strategies, investment themes and ongoing stakeholder engagement.
The individual will assist the Real Estate team with developing forward-looking views on focused sectors, geographies, and / or themes and communicate this work to senior leaders of internal deal teams.
The individual will also perform an important role for the assessment and underwriting of individual asset and portfolio transactions.
The output of this role will be central to influencing the strategic direction of the Real Estate department and their success.
Who you’ll work with
There is one role available and it will be based in either Toronto, Dallas, or London. The Director of Strategy & Research will work closely with the OTPP RE teams based in Toronto, Dallas, London, Singapore and Sao Paolo.
In addition, they will be expected to work closely with the OTPP Total Fund Management team on macro themes and portfolio construction.
What you’ll do
Work closely with EMD and Senior Leadership Team, Real Estate and Total Fund Management team, to develop a long-term strategy for the real estate allocation including sectors and geography targets that align with OTPP’s overall investment strategy and the role of real estate within that strategy.
Identify and balance shorter term cyclical considerations with longer term secular and structural opportunities and threats to build a top performing portfolio.
Join the Real Estate underwriting committee and contribute to the assessment of individual transaction(s) and their fit within the target portfolio.
Responsible for deep research and data gathering and analysis of thematic trends, economic conditions, relevant market data, real estate fundamentals etc.
that have an impact on the Real Estate Strategy
Bring forward key insights to drive strategic decisions
Work across the global real estate team to build a strategy that brings together the lens of both region and industry
Once the strategy is finalized, bring forward a top-down approach to key decision making within the global real estate team the drives investment decisions by informing the regional and industry teams
Active member of the underwriting committee to provide an opinion and view on any real estate investments
Continual monitoring of the real estate strategy and investment / market changes that may influence any required changes to meet investment needs
Make required adjustments to the real estate strategy as an ongoing basis
Act as a key collaborator across the broader investment division team
What you will need
A Bachelor’s degree in a relevant field such as Finance, Real Estate, Economics, or Business Administration.
Master’s degree (preferred) or equivalent experience in real estate, finance, or related disciplines.
Minimum 10 years of experience in real estate investment, research, or portfolio management.
In-depth knowledge of real estate markets, property types, and investment vehicles.
Deep macroeconomics understanding
Deep understanding of global market of real estate
Established relationships with industry professionals, brokers, and investors.
Proven experience formulating long-term investment strategies aligned with organizational goals.
Proficiency in conducting thorough market research, analyzing data, and identifying trends.
Strong understanding of financial modeling, valuation techniques, and risk assessment.
Excellent verbal and written communication skills for presenting findings and recommendations.
Experience leading a team and collaborating with cross-functional stakeholders.
PLEASE NOTE - What We Offer will be dependent on the location the employee is based. The below is based on our Toronto ON location.
LI-JF1
What we’re offering
Pay-for-performance environment that offers competitive salary and incentive
Numerous opportunities for professional growth and development
Comprehensive employer paid benefits coverage
Retirement income through a defined benefit pension plan
The opportunity to invest back into the fund through our Deferred Incentive Program
A flexible / hybrid work environment combining in office collaboration and remote working
Competitive time off
Our Flexible Travel Program gives you the option to work abroad in another region / country for up to a month each year
Employee discount programs including Edvantage and Perkopolis
At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience.
Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring.
We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves.
To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.
How to apply
Are you ready to pursue new challenges and take your career to the next level? Apply today! You may be invited to complete a pre-recorded digital interview as part of your application.
Accommodations are available upon request ([email protected]) for candidates with a disability taking part in the recruitment process and once hired.
Candidates must be legally entitled to work in the country where this role is located.
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Functional Areas : Investments
Investments
Requisition ID : 5766
5766