Investment Analyst

Résumé du poste

Support the Investments Team in origination, underwriting, and asset management across priority sectors and various investment structures. Perform financial modeling, conduct due diligence, and prepare reports for senior management and the Investment Committee.

Détails du poste

THE OPPORTUNITY Building Ontario Fund (BOF) is seeking a full-time Investment Analyst (This job posting represents an existing vacancy.) PURPOSE OF POSITION Work within a team environment, with direct responsibilities focused on supporting the Investments Team mandate across Priority Sectors (i.e. Long-Term Care, Student Housing, Affordable Housing, Energy, Transportation, Municipal and Community Infrastructure, Critical Minerals) and through a variety of potential Investment Structures (e.g. equity, preferred equity, mezzanine financing, subordinated debt, senior debt). Participate in meetings and presentations with senior management and external partners and support development of associated materials. Support the development, maintenance and continuous improvement of investment processes, practices, tools, strategies, and reporting. Perform market research and industry analysis to support origination, investment and asset management activities and decision making. Manage all project files, data and information within a current, comprehensive and easy to navigate SharePoint structure. Investment Origination Support research to ensure Investments Team is up-to-date and knowledge on economic trends, infrastructure developments, and government policies impacting investments. Provide input into decisions pertaining to the investment strategies. Intake and organize all Sponsor and Project submission materials. Triage submission materials and identify missing information. Review and analyze Sponsor submission materials and draft Sponsor assessments, including preliminary KYC assessment. Investment Underwriting May take a leading or supporting role in conducting comprehensive Financial Modeling, valuation, and scenario analysis to assess potential investment opportunities across Priority Sectors and through Investment Structures. Actively support due diligence (e.g. financial, legal, design and construction, operational, insurance, regulatory) and ensure the same is properly reflected and assessed in Financial Modelling and risk analysis. Support development of target investment returns / cost of debt on its investments through detailed financial analysis (e.g. market comparables, credit assessment, exit / liquidity considerations). Support credit-risk evaluation and support development of informed and measured opinions and recommendations based on research results. Collaborate with internal teams (e.g. legal, policy/partnerships, finance, communications) and external advisors (e.g. financial, legal, technical, appraisal, insurance, government policy/regulation). Prepare inputs and materials for the development of Investment Committee, Board, and Senior Management memoranda, reports, presentations and other materials to support investment decision making. Investment Execution Provide financial, analytical and research support to negotiations with external sponsors/developers, borrowers, co-investors, lenders, and other investment stakeholders. Provide documentary and administrative support to commercial and financial closing process for investments. Asset Management Prepare financial and analytical reports and assessments in respect of funded investments, including active monitoring of monthly drawdown requests. Support performance assessment, credit assessment and valuation analysis related to ongoing internal portfolio reporting. Support investment value enhancement, restructuring, and divestment (as and when required), including through research and due diligence, financial modelling and analysis, development of materials for internal and external stakeholders, negotiations and execution. Qualifications Education Undergraduate degree in Accounting, Business, Finance, Economics, Engineering, Mathematics, or other related quantitative discipline. MBA, CFA, CAIA, or any other relevant professional designation would be an asset. Experience 2+ years of relevant experience (e.g. banking, investment fund, developer, asset management, financial advisor) in related field (e.g. real estate, infrastructure). Investment experience across multiple Priority Sectors would be an asset. Investment experience across multiple Investment Structures would be an asset. Knowledge & Skills Knowledge of investment theories, principles and practices; business finance/management operations and requirements; sector trends and challenges; and regulatory, partnership and funding/financial issues. Financial acumen and the ability to build and manage complex Financial Models (including DCF and IRR models, cash flow projection) and perform quantitative analysis, and review/understand financial statements and investment metrics. Knowledge of risk assessment and risk management principles and due diligence analysis to make informed recommendations. Research and business intelligence analytical processes and methodologies to design/conceptualize and support/coordinate research projects/studies. Strong analytical skills with proficiency in quantitative analysis and data interpretation, with the ability to translate complex data into accessible reporting and actionable insights. Excellent organizational and priority management skills. Excellent verbal and written communication skills to articulate complex situations in logical, factual, and clear terms; prepare and present reports, briefing materials and correspondence; support senior management during internal and external stakeholder engagement. Advanced skills in Microsoft Office (Excel, PowerPoint, Word) and other internal applications as required. Experience with Argus, Costar, Morningstar, Bloomberg would be an asset. THE ENVIRONMENT Physical Our office at 79 Wellington Street W, Toronto is steps from Union Station, with great dining and transit options. As part of the Ontario Public Service, BOF requires employees to work in-office five (5) days/week. We believe in-person presence and collaboration strengthens culture and service delivery. WHAT’S IN IT FOR YOU Competitive compensation We offer fair, market-informed salaries that reflect your experience and qualifications, while balancing public sector responsibility. The expected salary for this role is CA$84,000 - $105,000 for candidates who meet the stated qualifications. A retirement plan that’s built to last We offer a defined-benefit (DB) pension through the (Ontario) Public Service Pension Plan (PSPP) that provides predictable and secure income in retirement, indexed to inflation; early retirement options, survivor benefits, and is backed by the Government of Ontario. BOF also matches your contributions 1:1, adding ~9-11% of your salary in long-term value. Benefits that prioritize your health & wellbeing For this position, we offer: “Day-1” Health, Dental, Life, AD&D and LTD insurance coverage for you and your dependents, with 100% of premiums paid for by BOF, and no annual deductibles or “upgrade” fees $750 Health Care Spending Account annually Optional supplementary life, AD&D, and critical illness insurance for you and your dependents Discounted Corporate Gym Membership Options Employee Assistance Program (EAP) for confidential help with mental health, fitness, relationships, nutrition, finances, elder care, and legal services Pregnancy & Parental Leave Top-up Time to recharge including 4 weeks annual vacation time, 13 paid statutory holidays, 6 paid sick days/ year with up to 124 more days of sick leave at 75% of salary Accessibility & accommodations We are committed to an accessible recruitment process. If you require accommodation, please advise us, and we’ll work with you to provide any necessary and reasonable support to facilitate your participation. Commitment to diversity, equity & inclusion Diversity and inclusion are core to BOF’s strength. We encourage applications from all backgrounds and identities, and hire through a merit-based process. AI disclosure BOF uses AI to support documentation and summarization of candidate conversations

Ce que vous ferez

Support the Investments Team in origination, underwriting, and asset management across priority sectors and various investment structures. Perform financial modeling, conduct due diligence, and prepare reports for senior management and the Investment Committee.

Exigences

Requires an undergraduate degree in a quantitative field and at least 2 years of relevant experience in banking, investment funds, or asset management. Proficiency in complex financial modeling and strong analytical and communication skills are essential.

Avantages

• Defined-benefit pension plan • Health insurance • Dental insurance • Life insurance • Accidental death and dismemberment insurance • Long-term disability insurance • Health care spending account • Gym membership options • Employee assistance program • Pregnancy and parental leave top-up • 4 weeks annual vacation • Paid statutory holidays • Paid sick days

Compétences indiquées

• Asset Management · Souhaitée
• Microsoft Excel · Souhaitée
• SharePoint · Souhaitée
• Microsoft Word · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Modeling
• Valuation
• Scenario Analysis
• Due Diligence
• Market Research
• Industry Analysis
• Risk Assessment
• Quantitative Analysis
• Data Interpretation
• Investment Underwriting
• Asset Management
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Word
• SharePoint

Domaines d’emploi

• Finance & Accounting
• Government & Public Sector
• Consulting
• Data & Analytics
• Management & Leadership