Analyst / Senior Analyst (Associate / Senior Associate), Portfolio Strategy

Oxford Properties Group; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading company in the pension sector seeks an Analyst or Senior Analyst to support the development of investment strategies. This role involves collaboration with various teams and requires strong analytical skills, a solid understanding of portfolio management, and the ability to communicate effectively. Join to contribute to the strategic direction of a major pension plan and support community-focused initiatives.

Qualifications

• 2 - 6 years' experience in portfolio management or investment management.
• Strong understanding of asset allocation and investment management operations.
• Ability to synthesize complex topics into presentations.

Responsibilities

• Develop and oversee implementation of a 3-year CIO Strategy.
• Conduct research on global peers and investment strategies.
• Mentor less experienced team members.

Skills

Analytical skills

Quantitative skills

Communication

Strategic thinking

Tools

Excel

PowerPoint

FactSet

Bloomberg

Job description

Choose a workplace that empowers your impact.

Join a global workplace where employees thrive. One that embraces diversity of thought, expertise and experience. A place where you can personalize your employee journey to be - and deliver - your best.

We are a purpose-driven, dynamic and sustainable pension plan. An industry leading global investor with teams in Toronto to London, New York, Singapore, Sydney and other major cities across North America and Europe. We embody the values of our 600,000+ members, placing their best interests at the heart of everything we do.

Join us to accelerate your growth & development, prioritize wellness, build connections, and support the communities where we live and work.

Don't just work anywhere - come build tomorrow together with us.

Know someone at OMERS or Oxford Properties? Great! If you're referred, have them submit your name through Workday first. Then, watch for a unique link in your email to apply.

Under the leadership of the Chief Investment Officer, the Total Portfolio Management Group (TPM) provides a holistic lens across the OMERS investment portfolio, with responsibility for trading, liquidity management, portfolio strategy, portfolio analytics and capital allocation. The Total Portfolio Management group works closely with the broader investment teams and partners to integrate best-in-class thinking on portfolio construction and support the continued evolution of the investment strategy.

Reporting to the Director, Portfolio Strategy, Total Portfolio Management, the primary focus of the Analyst or Senior Analyst is to provide support in the development of OMERS overall investment and portfolio strategy. This may include activities relating to investment approach refinement, high-level portfolio design, performance evaluation, business model best practices, and external market research (e.g. research on global peers, comparable external managers).

RESPONSIBILITIES :

• Develop and oversee implementation of a 3-year CIO Strategy in coordination with the broader OMERS corporate strategy and business units that will touch on investment strategy, investment approach, portfolio design and operating model refinement.
• Develop and oversee the implementation of OMERS long-term currency management approach, including the strategic framework, objectives and reporting / monitoring.
• Collaborate with investment business units on the articulation of their business unit strategy, strategic priorities and ad-hoc strategy work.
• Perform analysis relating to periodic reviews of the investment operating / business model.
• Conduct research relating to global peers, investment strategies / approaches, benchmark setting, asset allocation and other topics to produce strategic and balance sheet insights.
• Perform in-depth analysis and prepare presentations for OMERS portfolio relating to asset mix, investment strategies and investment performance to contribute to any strategic refinements and total portfolio decisions.
• Synthesize analysis and views into clear, concise messages that can be shared with stakeholders throughout OMERS.
• Engage with cross-OMERS personnel to increase TPM's knowledge of investment strategies and portfolios.
• Collaborate, share information and insights across investment teams to deliver the best outcomes for the pension plan.
• Mentor less experienced members of the team, sharing information, knowledge and insight to support the growth of the Portfolio Strategy team.

QUALIFICATIONS :

• 2 - 6 years' professional experience working in portfolio management, investment management, management consulting and / or financial services / asset management; experience at a pension fund or asset management firm is an asset.
• Strong understanding of asset allocation, portfolio analysis, a broad range of investment securities / products and investment management firm operations.
• Advanced analytical and quantitative skills (e.g., data analysis and manipulation using Excel).
• Proficiency in building a narrative using PowerPoint as well as strong written and verbal communication with the ability to influence and persuade.
• Familiarity with strategic thinking, understanding strategic planning and its application to investment business models.
• Ability to synthesize complex topics into presentations for senior management or leadership.
• Familiarity with financial database software such as FactSet, Bloomberg is an asset.
• A willingness to act with a high degree of initiative and ability to deliver results.

As one of Canada's largest defined benefit pension plans, our people-first culture is at its best when our workforce reflects the communities where we live and work - and the members we proudly serve.

From hire to retire, we are an equal opportunity employer committed to an inclusive, barrier-free recruitment and selection process that extends all the way through your employee experience. This sense of belonging and connection is cultivated up, down and across our global organization thanks to our vast network of Employee Resource Groups with executive leader sponsorship, our Purpose@Work committee and employee recognition programs.

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