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About the Role

The Senior Manager, Valuation will be responsible for executing OTPP’s semi-annual private investment valuation processes for financial statement reporting. This role involves training and reviewing the work of junior staff and collaborating with internal and external partners.

Responsibilities

Lead the planning and execution of mid-year and year-end valuation processes during peak periods.
Prepare and lead the review of "fair value" valuations prepared by OTPP’s Investment teams.
Develop an understanding of assigned investments and stay current on developments.
Review fair value valuations prepared by external valuation agents.
Develop recommendations for fair value to be used in OTPP’s financial statements.
Support the Director, Valuation in developing, tracking, and reporting plans and timelines.
Develop standards for reviews and processes for staff involved in the valuation process.
Respond to queries from OTPP’s external auditors regarding private investment valuations.
Communicate issues and generate solutions regarding the valuation process or specific investment valuations.
Contribute to OTPP board reporting on the results of private investment valuation processes.
Contribute to ad-hoc projects supporting the Finance division strategy.
Work with the Investment Division regarding valuations, coordinating processes and deliverables.
Ensure outstanding service is provided to the Investment Division regarding private investment valuations.
Respond to inquiries and requests from the Investment Division, including consultation on new transactions.
Manage external advisor involvement in the valuation process, including selection and scope of review.
Lead the process for using external advisors, including execution of terms, timelines, and deliverables.
Ensure internal information is provided to external advisors in accordance with timelines.
Supervise and report on progress of external advisor deliverables and associated costs.
Review and incorporate external advisor recommendations into OTPP’s fair value recommendations.
Ensure outstanding service is provided by external parties.
Actively participate in the hiring of junior staff and co-op students.
Develop training material and provide on-the-job mentoring to junior staff.
Train junior staff on valuation standards, practices, and internal process requirements.
Review and monitor external valuation standards and practices.
Be involved in the annual review and update of OTPP’s valuation policies, recommending changes.
Prepare OTPP board reporting on recommended process or policy changes.
Demonstrate integrity, diplomacy, persuasiveness, and the ability to influence consensus.
Manage multiple competing priorities with a high degree of decision-making and discretion.
Serve as a direct resource to the Director, Valuation and make operational decisions.
Research complex issues, provide recommendations, and develop implementation plans.
See initiatives through to implementation and create relevant reporting for partners.

Requirements

Relevant university degree
A professional accounting designation
A Chartered Financial Analyst (“CFA”) and/or Chartered Business Valuator (“CBV”) designation OR equivalent international accreditation/designation
Solid understanding and application of the principles and complexities of private asset valuation.
Experience in the application of various valuation approaches for private equity, infrastructure, venture capital, natural resources, real estate, and private debt.
Strong analytical thinking, variance analysis, and financial/cash flow modelling skills.
Comfort level in reviewing large and complex financial models.
Effective planning and project management skills to set priorities, coordinate tasks, supervise junior staff and meet deadlines.
Strong written communication skills to ensure clear and concise memoranda that support fair value recommendations.
Verbal communication skills for interaction with internal management and OTPP Investment Division teams.
Minimum 5 years of experience in private investment valuations.
Previous experience in coaching, training, and developing staff.
Experience interacting with senior management and external advisors is critical.
Experience in data analytics/visualization tools such as PowerBI is an asset.
Candidates must be legally entitled to work in the country where this role is located.

Skills

Valuation Knowledge
Analytical Thinking
Financial Modelling Skills
Project Management Skills
Written Communication Skills
Verbal Communication Skills
Data Analytics/Visualization Tools (e.g., PowerBI)

Location

Canada

Work Type

Hybrid
Full-time

Experience Level

Senior Manager
Minimum 5 years of experience in private investment valuations
Previous experience in coaching, training and developing staff
Experience interacting with senior management and external advisors is critical

Education Level

Relevant university degree
Professional accounting designation
Chartered Financial Analyst (CFA)
Chartered Business Valuator (CBV)
Equivalent international accreditation/designation

Benefits

Numerous opportunities for professional growth and development
Comprehensive employer paid benefits coverage
Retirement income through a defined benefit pension plan
The opportunity to invest back into the fund through our Deferred Incentive Program
Competitive time off
Flexible Travel Program (option to work abroad for up to a month each year)
Employee discount programs (Edvantage and Perkopolis)

About the Company

Ontario Teachers' is a global, teacher-funded, investment management organization.
At Ontario Teachers', diversity is one of our core strengths.
We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience.
We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves.

Equal Opportunity

Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring.
Accommodations are available upon request (peopleandculture@otpp.com) for candidates with a disability taking part in the recruitment process and once hired.