• Job Description

  Req#: JR-6201

  Why join us?

  Are you looking to join a dynamic pension plan that embodies the strong values of its 500,000 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.

  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

  Our 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.

• About the company

  The Ontario Municipal Employees Retirement System is a Canadian pension fund created by Ontario provincial statute in 1962 to manage the retirement benefits of all local government employees in the Canadian province of Ontario.

Notice