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Director, Investments, Private Debt

Fixed Income (Ref.: 18-076)

Role

Reporting to the Corporate Credit team leader, the incumbent contributes to achieving the business objectives of the Corporate Credit mandate of the Credit Portfolio, Fixed Income, by providing advice on transactions that are in line with identified return and risk criteria. As a resource for analysts, the incumbent helps improve performance by promoting collaboration and teamwork. The incumbent is a member of a team of directors located in Caisse's various offices (Montréal, New York, London).

The position is based in Montréal.

Main responsibilities

Strategy

Collaborate on rigorously analyzing issues, opportunities and priorities in the private debt field, including responsibility for the external management and portfolio financing strategies;

Propose investment themes;

Represent and position Caisse in the market;

Assist fellow team members and members of other teams with business development.

Business development

Develop investment opportunities and conduct business development activities in assigned markets;

Collaborate on developing the strategy and actively contribute to business development in the private debt segment and creating key partnerships;

Maintain a network of key contacts (external fund managers, direct lenders and bankers) to position Caisse as an investor of choice and to obtain useful market intelligence;

Actively participate in visibility activities contributing to Caisse's business development (colloquiums, conferences, etc.) and global outreach.

Investments

Rigorously select files (issuers and external managers) that will undergo a preliminary analysis;

Work closely with the financial analysis team to provide direction on the production of analyses with selected investment criteria;

Demonstrate leadership in the files;

Provide advice and support in financial analysis, modelling, transaction structuring and negotiation, including legal documentation;

Collaborate on Credit and Fixed Income intra- and inter-team initiatives.

General

Systematically and regularly obtain information on economic conditions and trends related to the private debt markets and gather information from key sources on the coming changes and best market practices to maintain competitive advantage;

Help prepare internal reports following established timelines and applicable policies.

Work on a cross-functional basis with other teams at Caisse (Private Equity, Research – Equity Markets, Growth Markets);

Regularly share your own knowledge and experience with your team and the Fixed Income team to continuously improve the quality of transactions executed.

Requirements

A minimum of ten (10) years' experience in private debt markets (external management, portfolio financing and direct investing), preferably within a large specialized firm with an international scope;

Bachelor's or master's degree in business administration, finance, accounting or a related discipline;

CFA, CAIA, FRM designations considered an asset;

An equivalent combination of education and experience may be taken into consideration

Available for frequent international travel;

Fluency in French and English, both spoken and written.

Expertise

Strong and innovative aptitude for business development;

Strategic thinking;

Excellent business judgment;

Ability to rigorously analyze and summarize;

Strong interpersonal and communication skills.

La Caisse seeks to offer equal employment opportunities to all. It encourages women, members of visible and ethnic minorities, aboriginals and disabled persons to submit an application. La Caisse is also committed to ongoing diversity integration efforts and to making diversity a source of personal enrichment and pride for all its employees.

The use of masculine gender in this document refers to both men and women.

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