Analyst, Performance, Reporting & Attribution

Reporting to the Manager, Performance, Reporting & Attribution, we are looking for a highly motivated 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 (“the what?”) and delivering insights through structured attribution views and dynamic analysis of return drivers (“the how?” and the “why?”). We also monitor each of OCM’s strategies against their applicable investment guidelines, and support compliance monitoring against external regulatory requirements.

As a member of this team, you will

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

To succeed in this role, you bring the following

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

What’s In It For You

• Be part of a supportive team with a winning culture that prioritizes your growth and development.
• Networking and educational sessions with different leaders across the business.
• Continuous learning across different areas of the business.
• Work with Capital Markets subject matter experts in a dynamic, fast-paced environment.
• Mentorship and coaching opportunities from senior leaders at OMERS.

Our story

Founded in 1962, OMERS is one of Canada’s largest defined benefit pension plans, with $127.4 billion in net assets as at June 30, 2023. 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’s 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 – 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.