Senior Analyst, Performance, Reporting & Attribution

OMERS•Toronto, ON

3d•CA$86,000 - CA$130,000•Onsite

About The Position

Reporting to the Manager, Performance, Reporting & Attribution, we are looking for a highly motivated Senior Analyst to join our Investment Finance & Operations team in Toronto, supporting the Global Credit business across both Public Credit and Private Credit within a world-class, winning culture that prioritizes people development and long-term growth. Our team is responsible for performance measurement, attribution, and reporting for the Global Credit business across Public Credit and Private Credit strategies. This includes calculating performance results for portfolios and benchmarks, producing exposure and portfolio analytics, and delivering clear insights into return drivers, positioning, and business trends for a range of internal stakeholders.

Requirements

A minimum of 5 years experience in financial analysis, investment reporting, performance measurement, or a related role, ideally with exposure to institutional credit portfolios, attribution, 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 across Public Credit and Private Credit, including bonds, loans, structured credit, alternative investments, derivatives, and related financing structures.
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, and Blackrock Aladdin is considered an asset.

Responsibilities

Produce accurate performance and attribution reporting across Global Credit portfolios, with coverage spanning Public and Private Credit strategies.
Generate detailed exposure and portfolio analytics by strategy, asset type, geography, currency, sector, and issuer to support oversight of Public Credit and Private Credit investments.
Develop clear, decision-useful PowerPoint materials and Power BI dashboards to communicate key performance insights, portfolio trends, and attribution results 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 to enhance understanding of performance drivers, portfolio positioning, and trends across the Global Credit platform.
Build and maintain trusted partnerships with stakeholders across Capital Markets, Total Portfolio Management, Risk, Finance, and Operations to stay aligned with evolving strategies, portfolio activity, and business priorities.
Monitor and interpret market, spread, and macroeconomic developments, assessing their impact on Public Credit and Private Credit performance, valuation, and portfolio 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 Investment Finance & Operations group.