Job Opportunity
Sr. Analyst – Investment Finance & Valuations
OMERS | Toronto, Canada
Job Summary
Development of valuation models and reporting, asset and portfolio analytics and various other activities in support of both the Finance and Investment teams, as required. Undergraduate degree in Commerce, Accounting, Finance, or other related discipline. 2+ years of relevant valuation experience.
Details
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About the Job
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 investments. Primary responsibilities include development of valuation models and reporting, asset and portfolio analytics and various other activities in support of both the Finance and Investment teams, as required.
To support these responsibilities, the successful candidate must have a growth mindset, and strong interpersonal skills coupled with experience in financial reporting and analysis and financial modeling.
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 4 days per week.
Responsibilities:
As a member of the OMERS Investment Finance & Valuations Team, you will be responsible for:
* Preparing private equity 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 reporting
* 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 the 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 analysing the potential impact these events may have on portfolio asset valuations
* Working with the external auditors and independent valuators to support valuation conclusions
* Assisting with other financial reporting valuation requirements 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
Requirements:
* Undergraduate degree in Commerce, Accounting, Finance, or other related discipline
* Chartered Business Valuation (CBV) and other professional designations such as the CPA or CFA designation, or enrollment in either program of studies, is an asset
* 2-3 years of relevant valuation experience
* Strong working knowledge of Microsoft Excel (intermediate to advanced level)
* Ability to work with complex financial models
* Prior working experience with business intelligence tools (e.g., Power BI, Tableau, Alteryx) is an asset
* Excellent analytical, quantitative and problem-solving skills
* 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 organisation
* Strong written and verbal communication skills
Click here for details on this job
- Job Reference #: JR-7660
- Compensation: CAD 130,000
- Min Education: BA/BS
- Min Experience: 2 years