Senior Manager, Investment Finance & Valuations

Job title: Senior Manager, Investment Finance & Valuations

Company: Omers

Job description: Why join us?Are you looking to join a dynamic pension plan that embodies the strong values of its 600,000 members and is an industry leading global investor? If so, we would love to tell you our story.At OMERS we put our people first and are proud to embrace the diversity of thought and leadership that comes from having locations in Toronto, London, New York, Singapore, Sydney and other major cities across North America and Europe. Our culture is truly one of a kind. We get stuff done, and have fun doing it! We take great pride in contributing to the communities where we live with an ever-constant eye to the global investment markets.Scope of PositionThe Senior Manager, Investment Finance & Valuations will be responsible for activities that support the valuation of OMERS private equity and infrastructure investments. Primary responsibilities include hands-on preparation and review of valuation models and reports, strategic planning analyses, performance measurement, 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 a solid grounding in private market valuations, strong interpersonal skills, experience in financial modeling and reporting, 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:The hands-on development and review of private equity and infrastructure portfolio investment valuations on a quarterly basis, including the preparation of valuation models and drafting of valuation memos and reportsAssisting with the annual strategic planning process, which includes forecasting, budgeting and projecting investment values and returns for portfolio investmentsLiaising with Investment and Risk Teams to review past performance, strategy, outlook, regulatory and other relevant and emerging issues that could impact values of portfolio investmentsMonitoring market events and developments and assessing the impact on asset valuationsIdentifying and understanding value drivers and investment risks across portfolio assetsLiaising with external auditors and valuators to review and support valuation conclusionsProviding valuation analysis and insights on existing investments in support of decision-makingAssisting with other financial reporting valuation requirements such as impairment testing, purchase price allocations or other fair value disclosures, as requiredProviding ongoing assistance to the Finance Team, Investment Team, Risk Team or other corporate functions, as requiredAssisting in the preparation of internal and external financial reports, including working closely with the Finance Reporting Team, as requiredStaying abreast of trends and developments in the valuations field, seeking out opportunities both to increase knowledge and demonstrate subject matter expertise on valuation practices; andParticipating in special projects, as requiredTo succeed in this role, you have:5-8 years of valuations and accounting experienceChartered Business Valuation (CBV) designation or advanced enrollment in the CBV ProgramExperience in financial reporting, Chartered Professional Accountant (CPA) designation would be a strong assetStrong excel and modeling skills, including the ability to work with large complex financial modelsPrior working experience with business intelligence tools (e.g., PowerBI, Tableau, Alteryx) would be an assetWorking knowledge of private equity or infrastructure investments would be an assetHighly motivated with a proven track record to deliver results and execute effectively on key initiativesEffective organization, time management, and communication skillsExcellent analytical, quantitative and problem-solving skillsStrong written and verbal communication skills and ability to present findings in a professional mannerAbility to perform under time pressure and respond to unexpected events or circumstancesStrong leadership skills and ability to motivate othersStrong team player able to operate in a fast-paced environment under time-sensitive deadlinesAbility to build relationships and work with management across all levels of the organization#LI-HYBRIDOur story:Founded in 1962, OMERS is one of Canada’s largest defined benefit pension plans, with $128.6 CAD billion in net assets as of December 31, 2023. OMERS is a jointly-sponsored pension plan, with more than 1,000 participating employers ranging from large cities to local agencies, and over half a million active, deferred and retired members. OMERS members include union and non-union employees of municipalities, school boards, local boards, transit systems, electrical utilities, emergency services and children’s aid societies across Ontario. Contributions to the Plan are funded equally by members and employers. OMERS teams work in Toronto, London, New York, Amsterdam, Luxembourg, Singapore, Sydney and other major cities across North America and Europe – serving members and employers and originating and managing a diversified portfolio of high-quality investments in public markets, private equity, infrastructure and real estate.OMERS is committed to having a workforce that reflects the communities in which we live and work. We are an equal opportunity employer committed to a barrier-free recruitment and selection process. At OMERS inclusion and diversity means belonging. How we create a sense of belonging is through our employees and our vast network of Employee Resource Groups. Whether you are passionate about gender, pride, or visible minorities, we have groups that are focused on making a difference in all of our lives.

Expected salary:

Location: Toronto, ON

Job date: Thu, 18 Jul 2024 05:21:03 GMT

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