Analyst, Investment Finance

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Reporting to the Manager in the Private Equity Investment Finance team, the 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, buyout direct investments within the Private Equity business unit. The 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 apart 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.

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 Buyout PE investment portfolio
• Analyzes and provides performance return information (e.g. IRR, total return, etc.) for the full portfolio and by segments, and prepares various management reports
• Ensures proper accounting treatments in accordance with all applicable agreements and accounting principles
• 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
• Prepares inputs for the quarterly forecast and annual budget for the assigned portfolio
• 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
• Experience in investment management, pension fund or financial services industry is an asset
• 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

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.

#LI-HYBRID #OMERS

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