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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.
Don’t just work anywhere — come build tomorrow together with us.
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Position Scope:
Reporting to a Director in the Private Equity Investment Finance team, the Senior Analyst, Investment Finance, will be responsible for the accounting and reporting functions, as well as providing transaction support and analytics for, but not limited to, an assigned portfolio of investment assets within the Private Equity business unit. The Senior Analyst will ensure the completeness and accuracy of financial records for all investments and establish a close working relationship with other members within the Finance, Tax, Legal and Deal teams.
The individual will build strong, collaborative relationships with business teams across our global enterprise, and will need to demonstrate expertise in accounting, financial reporting, internal controls, and finance system literacy. In this role you will contribute expertise, a desire to build a team community, and an eagerness to be a part of a winning culture. You will have opportunities to engage with external auditors, work alongside senior leaders, and develop new skillsets for growing your career.
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:
Liaises with deal team, legal, tax and OMERS corporate by providing support in transaction execution, analytics, and other regular deliverables, in a timely fashion for the Private Equity investment portfolio
Ensures proper investment accounting treatments in accordance with all applicable agreements and accounting principles
Analyzes and provides performance return information (e.g. IRR, total return, etc.) for the full portfolio and by segments, and prepares various management reports
Assist with identifying and implementing process improvement initiatives and efficiencies
Prepares entries to the General Ledger with appropriate analysis and supporting documentation
Prepares monthly and year-end working papers with appropriate analysis and supporting documentation for annual financial reporting and audit purposes, and liaises with internal and external auditors accordingly
Review audited financial statements and investor statements of investments for annual operational due diligence and identify changes and issues for further review
Prepares inputs for the quarterly forecast and annual budget for the assigned portfolio
Participate in preparation of Operating Plan, including engaging stakeholders in development of assumptions, reviewing calculated metrics and putting together presentation.
Collaborate with valuation team by compiling and supplying relevant information for quarterly valuation exercise, in a timely manner.
Prepares quarterly and/or annual legal entity financial statements and audit working papers in accordance with the appropriate accounting standards, as well as corresponding tax kits
Prepare information for compliance reporting
Prepare cash flow forecast, and project funding requests in accordance with approvals
Participating in technical training and development opportunities
Other contributions, as the team may need and as opportunities arise
To succeed in this role, you have:
Post-secondary degree in business, accounting, or finance
3+ years experience in investment management, pension fund or financial services industry
Completion or enrolment in Chartered Professional Accountant designation is an asset;
Highly proficient in Microsoft Office tools especially Excel and Powerpoint (intermediate to advanced level)
Knowledge of eFront and PowerBI is an asset
Proven ability to work independently as well as with a team, under pressure and with time sensitive deadlines
Excellent interpersonal skills and the ability to communicate clearly, concisely and accurately
Attention to detail, accuracy, and completeness is very important along with the ability to handle multiple tasks efficiently
And you demonstrate:
A people-first focus with a desire to develop meaningful, positive relationships across all levels
A sense of urgency, optimism, and a desire to deliver excellence
A desire to drive debate, to speak candidly and to listen thoughtfully
A continuous improvement mindset
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.