Student Analyst, Total Portfolio Management (Fall 2026, 4 Months)

OMERS•Toronto, ON

1d•Onsite

About The Position

Under the leadership of the Chief Investment Officer, the Total Portfolio Management (TPM) group plays a critical role in helping OMERS optimize the balance sheet over the medium term using a total portfolio approach. We lead the development of CIO strategies and medium-term asset allocation recommendations (building on the OMERS Strategy and long-term asset mix), we manage OMERS liquidity and funding, we trade in public markets, and we lead the development of sophisticated analytic capabilities including AI. The primary focus of the Student Analyst is to support the portfolio management functions in the Liquidity Management team, with frequent interactions with the Trading team. Additional responsibilities include the build-out of analytical tools, timely monitoring and cleaning data for execution, detailed analysis for reporting, and supporting the broader TPM mandate. This role has the unique opportunity to gain knowledge into the total portfolio approach, with lens into both public and private asset management. The right person for this role is a strong team player, demonstrates intellectual curiosity, brings outstanding communication skills and has a keen interest in financial markets.

Requirements

University degree in business, economics, quantitative or related discipline
Keen interest in financial markets, portfolio construction, currency, thematic research and macro-economics
Industry experience covering portfolio management/capital markets/private markets/strategy preferably at a financial institution, pension fund, insurance company, asset management firm/management consulting firm
Exceptional ability to communicate potentially complex ideas and results simply and effectively, to a diverse range of stakeholders
Intellectual curiosity, an eagerness to learn, and you are thoughtful, diligent and proactive in gathering information
Ability to work with large amounts of data
A high attention to detail that complements your ability to see the big picture
Excellent interpersonal skills to build relationships with internal and external stakeholders and to deliver cross departmental projects/solutions
Action-oriented and proactive with a high degree of initiative
Effective team player with a collaborative attitude
Ability to multitask and manage a steady stream of priorities
Proficient in Microsoft Office (Excel, Word, PowerPoint)

Nice To Haves

Familiarity with CRD, Bloomberg, PowerBI preferred but not required

Responsibilities

Supporting the portfolio management of our funding portfolios, which also cover leverage and financing decisions
Liaise with Traders on transactions and assisting with trade capture into order management system
Providing portfolio analysis and research to identify opportunities to enhance the portfolio
Conducting scenario analysis to support overall portfolio construction and investment strategies
Enhancing and supporting automation, data visualization, and analytics to improve the group’s tool set and reporting
Providing support for the oversight and optimization of total plan leverage & liquidity which includes building and maintaining relationships internally as well as with banks, rating agencies and industry professionals
Synthesizing analysis and views into clear, concise messages that can be shared with stakeholders throughout OMERS
Bringing new perspectives and distilling insights when analyzing our portfolio and strategies
Collaborating, sharing information and insights across investment teams to deliver the best outcomes for the pension plan
Helping to communicate strategic investment direction of the Total Plan