Manager, Investment Finance & Valuations

at  OMERS

Referred applicants should NOT apply directly to this role.
All referred applicants must first be submitted through Workday by a current OMERS and Oxford employee, and then must apply through the unique link received via their email.
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Scope of Position
The 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 reports
Assisting with the annual strategic planning process, which includes forecasting, budgeting and projecting investment values and returns for portfolio investments
Liaising with Investment and Risk Teams to review past performance, strategy, outlook, regulatory and other relevant and emerging issues that could impact values of portfolio investments
Monitoring market events and developments and assessing the impact on asset valuations
Identifying and understanding value drivers and investment risks across portfolio assets
Liaising with external auditors and valuators to review and support valuation conclusions
Providing valuation analysis and insights on existing investments in support of decision-making
Assisting with other financial reporting valuation requirements such as impairment testing, purchase price allocations or other fair value disclosures, as required
Providing ongoing assistance to the Finance Team, Investment Team, Risk Team or other corporate functions, as required
Assisting in the preparation of internal and external financial reports, including working closely with the Finance Reporting Team, as required
Staying abreast of trends and developments in the valuations field, seeking out opportunities both to increase knowledge and demonstrate subject matter expertise on valuation practices; and
Participating in special projects, as required

TO SUCCEED IN THIS ROLE, YOU HAVE:

5+ years of valuations and accounting experience
Chartered Business Valuation (CBV) designation or advanced enrollment in the CBV Program
Experience in financial reporting, Chartered Professional Accountant (CPA) designation would be a strong asset
Strong excel and modeling skills, including the ability to work with large complex financial models
Prior working experience with business intelligence tools (e.g., PowerBI, Tableau, Alteryx) would be an asset
Working knowledge of private equity or infrastructure investments would be an asset
Highly motivated with a proven track record to deliver results and execute effectively on key initiatives
Effective organization, time management, and communication skills
Excellent analytical, quantitative and problem-solving skills
Strong written and verbal communication skills and ability to present findings in a professional manner
Ability to perform under time pressure and respond to unexpected events or circumstances
Strong leadership skills and ability to motivate others
Strong team player able to operate in a fast-paced environment under time-sensitive deadlines
Ability to build relationships and work with management across all levels of the organization