OMERS Administration Corporation

Senior Analyst, Investment Finance & Valuations

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years in valuation, finance, or related fields
  • Advance proficiency in Microsoft Excel
  • Strong analytical and problem-solving skills
  • Excellent communication and collaboration capabilities
  • Proven ability to manage multiple deadlines
  • Commitment to continuous learning and professional growth
  • Preferred CBV, CPA, or CFA designation or progress towards it

Responsibilities

  • Support quarterly portfolio analysis to assess performance and drive insights for leadership
  • Maintain and improve financial models for strategic planning
  • Collaborate with Investment Teams on data-driven insights
  • Assist in annual budget and forecast development
  • Contribute to system enhancements and process improvements
  • Engage in special projects providing innovative financial solutions

Benefits

  • Strong team culture that values connections
  • Exposure to high-profile global investment portfolios
  • Collaboration with industry leaders for personal growth
  • Engaging and dynamic work environment
  • Access to mentorship and professional training
  • Broad global perspective on diverse asset classes
  • Culture focused on curiosity and continuous improvement
Full Job Description
We are looking for a highly motivated Senior Analyst to join our Valuations team in Toronto. In this role, you will be primarily responsible for maintaining valuation models 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.

Success in this role requires intellectual curiosity and a passion for leveraging data and insights to inform decision-making. You bring a strong attention to detail, thrive in collaborative environments, and build trusted relationships across teams. Guided by integrity and a commitment to continuous learning, you are motivated to make a meaningful impact for our pension members and the communities we serve.

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.


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:
  • Supporting the quarterly portfolio analysis to assess performance trends, identify key drivers, and provide actionable insights for senior leadership.
  • Maintaining and enhancing financial models that support strategic planning and scenario analysis across infrastructure and private equity portfolios.
  • Collaborating with Investment Teams to deliver timely, data-driven insights that inform decision-making and optimize portfolio outcomes.
  • Supporting the development of annual budgets and forecasts, ensuring alignment with strategic objectives and accurate financial planning.
  • Contributing system enhancements and process improvements, including the implementation of portfolio management tools and automation initiatives.
  • Participating in special projects and ad hoc analyses, providing expertise and innovative solutions to financial challenges.


Required Skills & Experience:
  • Financial & Technical Expertise: Experience in valuation, accounting, finance, or a related field, with general knowledge of valuation methodologies, financial modeling, financial statements, and financial analysis. Strong working knowledge of Microsoft Excel (intermediate to advanced level) and the ability to work with financial models.
  • Analytics & Problem Solving: Excellent analytical, quantitative and critical thinking skills, with a high degree of accuracy and attention to detail. Ability to assess complex information, identify key insights, and support informed decision-making.
  • Communication & Collaboration: Strong written and verbal communication skills, with the ability to clearly convey financial and analytical concepts to stakeholders. Collaborative team player who builds effective relationships across teams and functions.
  • Adaptability & Execution: Ability to manage multiple priorities, meet deadlines, and perform effectively in a fast-paced, dynamic environment. Demonstrated initiative, resilience, and commitment to continuous learning and professional development.


Preferred Skills & Experience:
  • CBV, CPA, or CFA designation or enrollment in the CBV, CPA or CFA program.
  • Prior exposure to the asset management industry.


This posting is for an existing vacancy.

The expected salary range for this position is $86,000.00 - $130,000.00 per year.

You may also be eligible to receive an annual Incentive Award pursuant to our Short-term Incentive plan and our Long-Term Incentive plan (if applicable), and to participate in our group benefits and retirement plans - details on these elements of compensation are included within OMERS & Oxford offer letters.

About OMERS Administration Corporation

OMERS Administration Corporation is a Canadian pension fund that manages investments for the Ontario Municipal Employees Retirement System (OMERS). OMERS is one of Canada's largest pension funds, with over 500,000 members and over CAD 100 billion in net assets. OMERS Administration Corporation manages a diversified portfolio of investments across various asset classes, including public equity, private equity, infrastructure, real estate, and fixed income. The company's mission is to provide secure and sustainable pensions to its members while generating returns that help fund their pensions. OMERS Administration Corporation is headquartered in Toronto, Canada.
Learn more about OMERS Administration Corporation
Size
2,700 employees
Industry

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