Senior Analyst, Performance Reporting and Attribution (12 month contract)

OMERS•Toronto, ON

5d•Hybrid

About The Position

Reporting to the Senior 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 (“the what?”) and delivering insights through structured attribution views and dynamic analysis of return drivers (“the how?” and the “why?”) 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 hybrid work guideline requires teams to come to the office a minimum of 4 days per week. This is a 12 month fixed term direct contract (Not contracting/hourly rate)

Requirements

A minimum of 5 years experience in financial analysis, investment reporting, or a related role, ideally with exposure to institutional performance and risk measurement.
A bachelor’s degree in Business, Mathematics, Engineering, or a related discipline.
Proficient in building systematic data solutions, including use of SQL.
Skilled in developing dashboards and data visualizations using Power BI.
An understanding of investment products including bonds, equities, derivatives, and alternative investments.
Strong analytical mindset, capable of handling large data sets and performing insightful, complex analysis, with advanced Excel skills.
Highly organized, detail-oriented, and motivated to learn and improve.
A track record of driving process improvements that enhance efficiency and add value.
Strong team player with a positive attitude, willingness to help colleagues and “go the extra mile.”
Excellent communication and interpersonal skills, with the ability to translate complex data into clear insights.

Nice To Haves

Progress toward or completion of the CFA or CIPM designation is preferred; CPA is also valued.
Familiarity with Bloomberg PORT is considered an asset.

Responsibilities

Produce accurate performance and attribution reporting at the business unit, strategy, and asset class levels across Capital Markets portfolios, with a focus on Credit assets
Maintain relationships and connectivity across our operations and technology partners in the end-to-end servicing and reporting of performance.
Generate detailed exposure reports by asset class, geography, currency, and sector to support portfolio oversight and decision-making.
Develop clear, visually engaging PowerPoint presentations and Power BI dashboards to communicate key performance insights to stakeholders, including senior leadership.
Support the team’s shift toward digitized reporting and dynamic portfolio insights, promoting scalable and interactive delivery tools.
Deliver actionable, data-driven analysis to senior management, enhancing understanding of performance drivers and portfolio positioning.
Build and maintain trusted partnerships with stakeholders in Capital Markets, Total Portfolio Management, Risk, and Finance to stay aligned with evolving strategies, products, and policies.
Monitor and interpret market trends and macroeconomic developments, assessing their impact on Capital Markets performance and balance sheet positioning.
Stay informed on industry standards for performance measurement, including GIPS (Global Investment Performance Standards).
Identify and implement process improvements and automation opportunities to enhance reporting efficiency and data accuracy.
Lead or actively contribute to team projects and broader departmental initiatives, with a focus on innovation and continuous improvement.
Engage in team culture-building activities, supporting both social and professional development within the Capital Markets Finance group.