Senior Manager, Investment Finance & Valuations

Why join us?

Are you looking to join a dynamic pension plan that embodies the strong values of its 600,000 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.

Scope of Position

The Senior 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 :

• 5-8 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

LI-HYBRID

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.