Senior Analyst, Investment Finance

1 week ago


Toronto, Canada OMERS Full time

Senior Analyst, Investment Finance & Valuations Join to apply for the Senior Analyst, Investment Finance & Valuations role at OMERS . Choose a workplace that empowers your impact. Join a global workplace where employees thrive. One that embraces diversity of thought, expertise and experience. A place where you can personalize your employee journey to be — and deliver — your best. We are a purpose-driven, dynamic and sustainable pension plan. An industry leading global investor with teams in Toronto to London, New York, Singapore, Sydney and other major cities across North America and Europe. We embody the values of our 600,000+ members, placing their best interests at the heart of everything we do. Join us to accelerate your growth & development, prioritize wellness, build connections, and support the communities where we live and work. Don’t just work anywhere — come build tomorrow together with us. Know someone at OMERS or Oxford Properties? Great If you're referred, have them submit your name through Workday first. Then, watch for a unique link in your email to apply. We are looking for a highly motivated Senior Analyst to join our Investment Finance and Valuations team in Toronto. In this role, you will be responsible for activities that support the valuation and analysis of OMERS private equity investments. Primary responsibilities include development of valuation models and reporting, asset and portfolio analytics and various other activities in support of both the Finance and Investment teams, as required. To support these responsibilities, the successful candidate must have a growth mindset, and strong interpersonal skills coupled with experience in financial reporting and analysis and financial modeling. We believe that time together in the office is important for OMERS and Oxford, the strength of our employees, and the work we do for our pension members. Our flexible hybrid work guideline requires teams to come to the office a minimum of 4 days per week. As a member of the OMERS Investment Finance & Valuations Team, you will be responsible for: Preparing private equity portfolio investment valuations on a quarterly basis, including the development of valuation models (e.g., discounted cash flow and comparable company / precedent transaction approaches) and drafting reporting Identifying and understanding value drivers and investment risks across portfolio assets Collecting market data using CapitalIQ and Bloomberg as well as performing other industry and market research to inform portfolio valuations Liaising with Investment and Risk Teams to review past performance, strategy, outlook, regulatory and other relevant and emerging issues that impact the valuation of portfolio investments Performing asset and/or portfolio level sensitivities to understand the valuation impact of changes in assumptionsMonitoring market events and analyzing the potential impact these events may have on portfolio asset valuations Working with external auditors and independent valuators to support valuation conclusions Assisting with other financial reporting valuation requirements or other valuations disclosures Providing ongoing assistance to the Finance Team, Investment Team, Risk team or other corporate functions, as required Assisting with the preparation of internal and external financial reports prepared by the Finance Reporting Team, as required Participating in other special projects, as required To Succeed In This Role, You Have: Undergraduate degree in Commerce, Accounting, Finance, or other related discipline 2-3 years of relevant valuation experience Chartered Business Valuation (CBV) and other professional designations such as the CPA or CFA designation, or enrollment in either program of studies, is an asset Strong working knowledge of Microsoft Excel (intermediate to advanced level) and the ability to work with complex financial models Prior working experience with business intelligence tools (e.g., PowerBI, Tableau, Alteryx) is an asset Excellent analytical, quantitative and problem‑solving skills Strong written and verbal communication skills and ability to present findings in a concise and professional manner Strong team player able to operate in a fast-paced environment under time-sensitive deadlines Ability to build effective working relationships across the organization Seniority level: Mid‑Senior level. Employment type: Full‑time. Job function: Finance and Sales. From hire to retire, we are an equal opportunity employer committed to an inclusive, barrier-free recruitment and selection process that extends all the way through your employee experience. This sense of belonging and connection is cultivated up, down and across our global organization thanks to our vast network of Employee Resource Groups with executive leader sponsorship, our committee and employee recognition programs. Referrals increase your chances of interviewing at OMERS by 2x. Get notified about new Investment Analyst jobs in Toronto, Ontario, Canada . #J-18808-Ljbffr



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