Case Study: OMERS Infrastructure – From UK Target University to Offer (London)

hassan2990
3 days ago
2 min read

Updated: 17 hours ago

At a Glance

Track: Infrastructure Investing — Private Markets (London)
Stage: Assessment Centre → Contract secured
Timeline: Focused AC sprint post‑diagnostic
Frameworks: VTMR™, PEAL‑3™, PEAL‑X™, STAR‑3™, BDC™

Before

Target‑university undergraduate with strong interest in infrastructure but light investor signalling, generic AC answers, and limited articulation of underwriting, risk and value creation.

After

Investor‑grade AC performance with IC‑style reasoning, repeatable committee communication and clear value‑creation logic — OMERS Infrastructure offer secured.

Problem

Infrastructure Assessment Centres are won with credible investor judgement under pressure, not polished interview answers. This candidate had motivation and academics but lacked a repeatable underwriting method, precise risk language and committee‑style communication. Early case responses were descriptive rather than decision‑led; value creation was vague and downside analysis incomplete. In a competitive private‑markets process, that gap is fatal. The task was to replace “good answers” with an investor operating system: how to underwrite an asset, price risk, articulate returns and defend decisions concisely before an investment committee—then rehearse execution within AC constraints.

Solution

Built underwriting spine → asset thesis + risk map + return drivers → IC‑grade reasoning under time pressure.
Engineered value‑creation OS → revenue, cost, capex, financing, governance levers → post‑close logic explicit.
Converted outputs to AC formats → 1‑page memo, 3‑minute pitch, 10‑minute IC walk‑through → repeatable delivery.
VTMR™ CV rebuild → 100% bullets outcome‑ and decision‑led → credible infra signal.
PEAL‑3™ + PEAL‑X™ motivation → career vs firm logic split → believable infra trajectory.
STAR‑3™ competency drills → quantified judgement & stakeholder impact → pressure‑proof answers.

Result

The candidate secured an OMERS Infrastructure placement in London, with contract confirmation and start window shared privately (redacted evidence on file). AC performance demonstrated investor‑grade judgement: clear underwriting logic, specific value‑creation levers and concise committee communication. Improving decision‑quality per interview minute converted a competitive AC into a controlled investor discussion—resulting in a confirmed offer.

ROI

Metric	Result
Investment	1‑to‑1 Private Advisory (fee POA; application‑only)
Compensation	Placement contract (details private)
Pay‑back period	Short — immediate infra‑investing seat secured
Lifetime uplift	Early private‑markets exposure; long‑run infrastructure investing trajectory (illustrative)

Testimonial: “The biggest shift was learning to think and speak like an investor, not a candidate. That’s what changed the outcome.” — OMERS Infrastructure candidate (anonymised)

Privacy notice: All case studies use fictional names and anonymised details to protect client confidentiality. Where appropriate, and with the client’s consent, we may arrange an introduction for you and your parents after their offer has been secured.