Senior Analyst, Investment Finance & Valuations

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Join a global workplace where employees thrive. One that embraces diversity of thought, expertise and experience. A place where you can personalize your employee journey to be — and deliver — your best.  

We are a purpose-driven, dynamic and sustainable pension plan. An industry leading global investor with teams in Toronto to London, New York, Singapore, Sydney and other major cities across North America and Europe. We embody the values of our 600,000+ members, placing their best interests at the heart of everything we do.

Join us to accelerate your growth & development, prioritize wellness, build connections, and support the communities where we live and work.

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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 primarily responsible for maintaining complex portfolio models, compiling portfolio data and reporting for the infrastructure and private equity platforms to support the quarterly valuation and forecasting process. Other responsibilities include performing portfolio analytics and conducting scenario analysis to support 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. In delivering on our pension promise, keeping us connected to our work and each other, our flexible hybrid work guideline requires teams to come to the office 4 days per week.  

What You Can Expect: 

• Strong Team Culture: Be a part of a supportive, close-knit team that celebrates wins together and fosters genuine connections beyond day-to-day work. 

• Work on High-Profile Portfolios: Gain exposure to global private equity and infrastructure investments, building expertise in some of the most dynamic asset classes. 

• Collaborate with Industry Leaders: Work alongside seasoned valuation and investment professionals who are committed to sharing their expertise and helping you grow. 

• Dynamic, Stimulating Environment: Thrive in an engaging setting where no two days are the same, and your ideas are valued. 

• Continuous Learning: Access mentorship, technical training, and support for valuation and accounting professional designations.

• Global Perspective: Gain exposure to diverse asset classes and markets across North America, Europe, and Asia. 

• Culture of Excellence: Join a collaborative team that values curiosity, innovation, and continuous improvement. 

Responsibilities: 

As a valued member of the OMERS Investment Finance and Valuations Team, you will play a critical role in developing portfolio analysis that supports strategic decision-making. Your responsibilities will include: 

• Support the quarterly portfolio analysis to assess performance trends, identify key drivers, and provide actionable insights for senior leadership. 

• Maintain and enhance complex financial models that support strategic planning and scenario analysis across infrastructure and private equity portfolios. 

• Drive scenario and “what-if” analyses to evaluate the impact of capital allocation decisions, market shifts, and investment strategies on portfolio returns. 

• Collaborate with Investment Teams to deliver timely, data-driven insights that inform decision-making and optimize portfolio outcomes. 

• Prepare and present portfolio summaries and management reporting that clearly communicate performance, risks, and opportunities to stakeholders. 

• Support the development of annual budgets and forecasts, ensuring alignment with strategic objectives and accurate financial planning. 

• Contribute to system enhancements and process improvements, including the implementation of portfolio management tools and automation initiatives. 

• Participate in special projects and ad hoc analyses, providing expertise and innovative solutions to complex financial challenges. 

 To Succeed in This Role, You Have: 

• accounting/ finance experience, prior exposure to the asset management industry is a plus; 

• Prior experience in financial planning and analysis; 

• CPA, CFA or CBV designation or enrollment in the CPA, CFA or CBV program;  

• 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 analytics tools; 

• Excellent analytical, quantitative and critical thinking 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 

• Skilled collaborator who thrives in dynamic environments by balancing multiple priorities and timelines with ease and professionalism.

To Succeed in this Role, You Are: 

• Passionate about data, uncovering insights, and asking “what if?” to drive decisions; 

• Detail-oriented and thrive in environments where accuracy and precision matter; 

• Skilled at building strong relationships in cross-functional settings;

• Guided by integrity, committed to continuous learning, and eager to make an impact in a global investment organization; and

• Motivated by meaningful work and driven to make a difference for our pension members and the communities we serve. 

As one of Canada’s largest defined benefit pension plans, our people-first culture is at its best when our workforce reflects the communities where 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.