Senior Manager, Performance Reporting and Attribution

OMERS•Toronto, ON

5d•CA$122,000 - CA$188,000•Hybrid

About The Position

Reporting to the Director, Performance, Reporting & Attribution, we are looking for a highly motivated Senior Manager to join our Investment Finance & Operations team in Toronto. This individual will play a key leadership role in building a world-class, winning culture that prioritizes people development and focuses on long-term growth. This role carries direct accountability for the accuracy, completeness, and timeliness of published performance results — the authoritative numbers that Capital Markets leadership and Total Portfolio Management rely on daily. Our team is responsible for the performance measurement, attribution, reporting and analytics 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.

Requirements

Minimum of 8 years of experience in a senior investment performance and attribution role with strong investment product knowledge, including 3–5 years of people leadership and stakeholder management experience.
Bachelor’s degree in Business, Mathematics, Engineering, or a related discipline.
Professional designation (CFA or CIPM designation is preferred; CPA is also valued).
A strong understanding of investment products including bonds, equities, derivatives and alternative investments, such as: private equity, real estate and infrastructure as well as related performance measurement standards and investments benchmark practices
Demonstrated experience owning a daily production cycle for performance results in a multi-asset or multi-strategy environment, with a zero-tolerance standard for errors in published figures.
Excellent communication skills (written and verbal) and interpersonal skills with a proven ability to build trusting relationships at all levels including C-Suite executives
Experience managing a team in an investment reporting environment covering performance, risk and exposure
Expert level technical skills using Microsoft Excel and PowerPoint
Knowledge of Power BI, Microsoft SQL Server and Microsoft Co-Pilot is an asset
Familiarity with Bloomberg PORT is considered an asset.
Highly organized, detail-oriented, and motivated to connect the dots
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.”

Nice To Haves

Knowledge of Power BI, Microsoft SQL Server and Microsoft Co-Pilot is an asset
Familiarity with Bloomberg PORT is considered an asset.

Responsibilities

Own end-to-end production and sign off of daily performance and attribution reporting at the business unit, strategy, and asset class levels across Capital Markets portfolios, with direct accountability for accuracy, completeness, and on-time delivery to downstream stakeholders.
Generate detailed exposure reports by asset class, geography, currency, and sector to support portfolio oversight and decision-making.
Lead the creation and delivery of clear, visually compelling PowerPoint presentations and Power BI dashboards to communicate key performance insights to stakeholders, including senior leadership.
Champion the team’s transition toward digitized reporting and dynamic portfolio insights by promoting scalable, automated, and interactive delivery tools.
Provide strategic, data-driven analysis and insights to senior management, enhancing understanding of performance drivers and portfolio positioning.
Build and sustain trusted, collaborative relationships with key stakeholders in Capital Markets, Total Portfolio Management, Risk, and Finance to align on evolving strategies, products, and policies.
Monitor, interpret, and communicate market trends and macroeconomic developments, assessing their implications for Capital Markets performance and balance sheet management.
Stay informed on industry standards for performance measurement, including GIPS (Global Investment Performance Standards).
Identify, prioritize, and lead process improvement and automation initiatives to increase efficiency, data integrity, and reporting effectiveness.
Lead and coordinate team projects and broader departmental initiatives focused on innovation, operational excellence, and continuous improvement.
Foster a positive team culture by supporting social and professional development activities within the Capital Markets Finance group.