Senior Analyst, Investment Finance & Valuations

Job title: Senior Analyst, Investment Finance & Valuations

Company: Omers

Job description: 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, support the communities 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 and infrastructure investments. Primary responsibilities include hands-on development of valuation models and reports, asset and portfolio analytics and various other activities in support of both the Finance (Valuations & Reporting) and Investment teams, as required.To support these responsibilities, the successful candidate must have strong interpersonal skills, experience in financial reporting and analysis, exposure to valuation methodologies and financial modeling and a willingness to learn new skills and systems. 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 3+ days per week.As a member of this team you will be responsible for:

• Preparing private equity and infrastructure 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 of valuation memos and reports
• 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 assumptions
• Monitoring 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 such as impairment testing, purchase price allocations 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+ years of relevant private asset valuation experience
• Chartered Business Valuation (CBV) or advanced enrollment in the CBV program
• Experience in financial reporting, Chartered Professional Accountant (CPA) designation would be a strong 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
• Working knowledge of private equity or infrastructure investments would be 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

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.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 Purpose@Work committee and employee recognition programs.

Expected salary:

Location: Toronto, ON

Job date: Wed, 25 Sep 2024 05:18:40 GMT

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