Senior Analyst, Investment Finance and Valuations

at  OMERS

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We are looking for a highly motivated analyst to join our Investment Finance and Valuations team in Toronto. In this role, you will be responsible for portfolio analytic activities that support the private equity and infrastructure platforms of OMERS. Primary responsibilities include maintaining key financial models with large data sets, performing portfolio analytics, and conducting scenario analysis in support of both the Finance and Investment Teams, as required.
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:

Maintaining and updating excel-based financial models that support the valuation and strategic planning processes;
Assisting with the preparation of portfolio summary schedules and presentations as part of the internal management reporting process;
Performing portfolio impact analyses and scenario analysis that support capital allocation and investment decisions;
Liaising with Investments Teams to conduct ‘what if’ and scenario analyses to assess the impact on asset returns and overall portfolio exposures;
Assisting in the implementation of an ongoing portfolio management system development project;
Assisting with the development of annual operating budgets and forecasts and quarterly updates;
Working closely with other members of the Investment Finance team in order to ensure accuracy and completeness of analyses and documentation; and
Participating in special projects or duties, as required.

TO SUCCEED IN THIS ROLE, YOU HAVE:

2-4 years of accounting/ finance experience, prior exposure to the asset management industry is a plus;
Prior experience in FP&A, Strategic Finance considered an asset
CPA, CFA or CBV designation or enrollment in the CPA, CFA or CBV program is a plus;
General knowledge of financial and valuation analysis (i.e. financial statements, valuation methodologies, etc.);
Strong working knowledge of Microsoft Excel (intermediate to advanced level) and the ability to work with complex financial models;
Prior experience in using PowerBI or Alteryx is a plus;
Excellent analytical, quantitative and problem-solving skills;
Attention to detail;
Strong written and verbal communication skills;
Ability to perform under time pressure and respond to unexpected events or circumstances;
Works on improving own knowledge, skills and aptitudes; and
A strong team player able to operate in a fast-paced environment with numerous priorities and deadlines with effective organization time management skills.
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