Job Description

About the job

OMERS Capital Markets, representing almost half of OMERS balance sheet, leverages scale and expertise to invest in multiple asset classes through programs and strategies across sectors and geographies.

Scope of Position

Reporting to the Manager, Performance, Reporting & Attribution, we are looking for a highly motivated Senior Analyst to join our Capital Markets Finance team in Toronto, which is building a world-class, winning culture that prioritizes people development and focuses on long-term growth.

Our team is responsible for the performance measurement, attribution and reporting for OMERS Capital Markets (OCM) and its underlying strategies. This includes calculating performance results for both the OCM portfolio and its benchmarks (\xe2\x80\x9cthe what?\xe2\x80\x9d) and delivering insights through structured attribution views and dynamic analysis of return drivers (\xe2\x80\x9cthe how?\xe2\x80\x9d and the \xe2\x80\x9cwhy?\xe2\x80\x9d). We also monitor each of OCM\xe2\x80\x99s strategies against their applicable investment guidelines, and support compliance monitoring against external regulatory requirements.

As a member of this team, you will

• Calculate performance results and attribution factors at the Capital Markets business unit, strategy and asset class levels.
• Calculate exposure reporting such as asset class, geography, currency and sector at a Capital Markets business unit level.
• Prepare compelling communications, PowerPoint presentations and Power BI dashboards to report key performance results to multiple levels of the organization including senior leadership.
• Help to lead the team\xe2\x80\x99s adoption of digital delivery for portfolio insights and reporting.
• Add value by driving in-depth insights and analysis through well-defined reporting to Senior Management.
• Monitor portfolio compliance against defined internal investment guidelines and external regulatory policies.
• Establish trusted relationships with colleagues in Capital Markets, Total Portfolio Management, Risk and Finance to understand new product developments, strategies, policies and other activities.
• Stay current on financial market developments and trends including their impact on the Capital Markets balance sheet and investment performance.
• Maintain up-to-date knowledge of industry standards in the performance reporting field (GIPS).
• Identify and implement process improvement opportunities and automation solutions to enhance the efficiency of day-to-day tasks.
• Lead or contribute to new team projects and department initiatives.
• Contribute to culture-enhancing initiatives within the broader Capital Markets Finance team, including both social and educational elements.

To succeed in this role, you bring the following

• 5+ years of relevant experience in financial analysis or investment reporting. Experience with investment performance and risk for institutional portfolios is an asset.
• Bachelor\xe2\x80\x99s degree in Business, Mathematics, Engineering, or another relevant field.
• CFA or CIPM designation or demonstrated progress toward either is preferred. CPA is also an asset.
• Experience creating systematic solutions with data, including SQL.
• Experience developing dashboards and information solutions with Power BI.
• An understanding of investment products including bonds, equities, derivatives, and alternative investments
• Demonstrated ability to perform complex, insight-driven analysis and work with large data sets, including strong excel skills.
• Strong attention to detail, highly organized and keen to learn.
• Demonstrated ability to identify and implement process enhancements to ensure that activities are completed in an efficient manner that adds value to the enterprise.
• Strong team player with a positive attitude, willingness to help colleagues and \xe2\x80\x9cgo the extra mile.\xe2\x80\x9d
• Excellent communication skills (written and verbal) and interpersonal skills.

What\xe2\x80\x99s in it for you

• Work with Capital Markets subject matter experts in a dynamic, fast-paced environment.
• Be part of a supportive team with a winning culture that prioritizes your growth and development.
• Continuous learning across different areas of the business.

• Networking and educational sessions with different leaders across the business.
• Mentorship and coaching opportunities from senior leaders at OMERS.

Our story:

Founded in 1962, OMERS is one of Canada\xe2\x80\x99s largest defined benefit pension plans, with $124 billion in net assets as at December 31, 2022. OMERS is a jointly-sponsored pension plan, with more than 1,000 participating employers ranging from large cities to local agencies, and over half a million active, deferred and retired members. OMERS members include union and non-union employees of municipalities, school boards, local boards, transit systems, electrical utilities, emergency services and children\xe2\x80\x99s aid societies across Ontario. Contributions to the Plan are funded equally by members and employers. OMERS teams work in Toronto, London, New York, Amsterdam, Luxembourg, Singapore, Sydney and other major cities across North America and Europe \xe2\x80\x93 serving members and employers and originating and managing a diversified portfolio of high-quality investments in public markets, private equity, infrastructure and real estate.

OMERS is committed to having a workforce that reflects the communities in which we live and work. We are an equal opportunity employer committed to a barrier-free recruitment and selection process. At OMERS inclusion and diversity means belonging. How we create a sense of belonging is through our employees and our vast network of Employee Resource Groups. Whether you are passionate about gender, pride, or visible minorities, we have groups that are focused on making a difference in all of our lives.

Omers