The Law Clerk will be reporting to the Director & Senior Legal Counsel, Investments
Working with Investment Counsel on transaction-related matters as assigned.
Responsible for preparing investment related documentation for review by Investment Counsel including:
Subscription documentation
Know-your-client requests
Corporate notarial documents
Banking documentation
Delegations and certificates of incumbency
Investment-related regulatory filings
Corporate documents to support M&A transactions, financings, asset/share purchases, tax rollovers, and corporate reorganizations; and
Other matters as they arise
Responsible for handling corporate-related documentation and processes, including:
Creating corporations and special purpose entities for the Investment Division, including name searches, creation and organization of special purpose entities (minute books, resolutions, by-laws, etc.)
Maintaining corporate records and preparing filings for OTPP’s wholly-owned Ontario investment corporations throughout the entity lifecycle, including amendments, reorganizations, dissolutions, amalgamations, intercompany funds flow, annual return filings, and extra-provincial/territorial filings
Organizing annual general meetings of directors and shareholders and preparing minutes and resolutions for corporations and special purpose entities
Maintaining the corporate administration of non-Canadian and non-wholly owned subsidiaries in GEMS; and
Managing director appointments and resignations for employees and board members (both internal and external affiliations).
Developing, maintaining, and continuously enhancing document standards, precedents, and processes for the Investment Counsel team.
Participating in strategic initiatives and projects on behalf of the Investment Counsel team and Corporate Affairs division.
Ensuring knowledge sharing amongst colleagues on the Investment Counsel team.
Collaborating with law clerks outside of the Investment Counsel team to develop and implement innovative practices in the provision of paralegal services across the entire Corporate Affairs division.
Fostering integration, partnership, and collaboration across various departments including, but not limited to, Finance, Tax, and Investments.
Post-secondary degree/diploma
Law clerk or paralegal designation
Proficiency with Microsoft Office applications
Familiarity with subsidiary management database applications
5+ years of experience in an in-house legal department and/or law firm working as a paralegal, law clerk, or similar role
Experience working with global organizations and familiarity with extra-provincial record keeping is an asset
Experience supporting institutional investments and/or other financial services is an asset
In depth knowledge and understanding of relevant corporate statutes (e.g., OBCA, CBCA, etc.) & investment-related law
Familiarity with contract and document preparation and review, as well as regulatory compliance
Excellent judgment, flexibility, and a collaborative mindset, with the ability to work effectively in a team and build relationships
Strong organizational, communication, information technology, coordination, and secretarial skills
Ability to adapt and respond efficiently to unexpected timelines
Competent research and problem-solving skills
Superior discretion, professional integrity, and absolute confidentiality
Pension industry experience is an asset
Excellent communication and interpersonal skills to respond to multiple stakeholders in a timely manner, including executive members, investment professionals and functional partners
Strong organizational and multitasking skills with acute attention to detail
Ability to work well independently and manage multiple priorities (both immediately and for the Investment Counsel team in the long term)
Ability to co-ordinate and manage multiple tasks simultaneously, demonstrating a high degree of initiative and the ability to work well independently, ensuring timely completion of deadlines
Recognize opportunities and/or issues and proactively exercise judgment in recommending solutions
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’.
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.
Candidates must be legally entitled to work in the country where this role is located.