Associate Real Estate Finance & Capital Markets

at  OMERS

Why join us?
Are you looking to join an innovative, global real estate company who builds communities and connects people to exceptional places? If so, we would love to tell you our story.
At Oxford, our culture is truly one of a kind. Across business lines and around the world, we embrace the complex and tackle opportunities with speed and agility. We are ambitious and humble, forward looking and service-focused. We get stuff done, and have fun doing it! We take great pride in contributing to the communities where we live. We believe that what is good for the environment is good for business. Together we deliver exceptional experiences to our over 2 million daily customers.
We are seeking candidates for the Associate, Real Estate Finance & Capital Markets (“REF”) role in Toronto. In this role you will have the opportunity to assist in underwriting, developing, and executing financing strategies for Oxford’s North American business, including secured and unsecured financing strategies. The current North American debt portfolio totals approximately $16 billion and continues to grow as Oxford expands its portfolio.

QUALIFICATIONS:

University degree in finance, business, commerce or accounting;
CPA or CFA designation preferred;
Minimum of 5 years of experience in a large organization working with commercial real estate borrowing or lending;
Superior Excel and financial modelling skills (complex formulas, advanced functions, tables/pivot tables);
Takes initiative, is detailed-oriented, accountable, and well-organized, and finds innovative and efficient methods of completing tasks in a fast-paced and dynamic environment;
Highly developed strategic thinking, problem solving and analytical skills;
Solid two-way communication skills, both verbal and written;
Strong relationship management skills.

Drafting financing approval items and memos
Drafting marketing materials to be used to source debt capital from lenders;
Assisting REF Portfolio managers in financing strategy development & execution;
Working alongside members of the REF team, Investment teams, Asset Management and/or Development teams to develop asset level or portfolio level financing strategies for new and existing deployment strategies;
Assisting in reviewing underwriting assumptions and financing language for Investment Committee and executive submissions;
Assisting in review of financing documents by key internal partners including term sheets, commitment letters, loan documents, and hedging documents;
Assisting with financing strategies and financing executions in North America and in other regions as needed.
Portfolio Management
Build financial models and material to perform ongoing assessments of the portfolio, maturity profile, cost of debt, fixed/floating ratios, market value of debt, etc;
Work with asset management, legal, accounting, reporting and compliance teams to evaluate and manage compliance risk in the portfolio by evaluating current and proforma debt metrics and lender covenants;
Work with the broader REF teams and asset management teams to ensure the REF portfolio managers have the reporting and information required to evaluate financing risk of their portfolios;
Work with broader REF team on loan onboarding, lender compliance management, debt reporting, and debt assumptions related to quarterly/annual budgeting and forecasting cycles.
Stakeholder Management
Track and assist in developing Customer Relationship Management (“CRM”) tools and lender marketing decks to help strengthen relationships with key partners including lenders, brokers and internal team members;
Build relationships with key internal Oxford/OMERS partners to ensure strong, open lines of communication exist;
Assist in maintaining financing pipelines to ensure stakeholders are aware of the financing activity for their portfolios;
Partner with broader REF team to ensure adequate internal controls, policies and debt processes are in place to effectively manage Oxfords global debt portfolio;
Participating in OMERS/Oxford banking relationship meetings and material preparation;