Senior Analyst, Finance Planning
1 week ago
We are a purpose-driven, dynamic and sustainable pension plan. p>
Join us to accelerate your growth & development, prioritize wellness, build connections, support the communities we live and work.
We are looking for a highly motivated analyst to join our Investment Finance and Valuations team in Toronto. In this role, you will be responsible for portfolio analytic activities that support the private equity and infrastructure platforms of OMERS. Primary responsibilities include maintaining key financial models with large data sets, performing portfolio analytics, and conducting scenario analysis in support of both the Finance and Investment Teams, as required.
As a member of this team, you will be responsible for:
- Maintaining and updating excel-based financial models that support the valuation and strategic planning processes;
- Performing portfolio impact analyses and scenario analysis that support capital allocation and investment decisions;
- Liaising with Investments Teams to conduct ‘what if’ and scenario analyses to assess the impact on asset returns and overall portfolio exposures;
- Assisting in the implementation of an ongoing portfolio management system development project;
- Working closely with other members of the Investment Finance team in order to ensure accuracy and completeness of analyses and documentation;
- Participating in special projects or duties, as required.
To succeed in this role, you have:
- 2-4 years of accounting/ finance experience, prior exposure to the asset management industry is a plus;
- Prior experience in FP&A, Strategic Finance considered an asset;
- General knowledge of financial and valuation analysis (i.e. financial statements, valuation methodologies, etc.);
- Strong working knowledge of Microsoft Excel (intermediate to advanced level) and the ability to work with complex financial models;
As one of Canada’s largest defined benefit pension plans, our people-first culture is at its best when our workforce reflects the communities we live and work — and the members we proudly serve.
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