Business Analyst, Investment Data Operations

OMERS; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading pension plan provider in Toronto is looking for a Business Analyst to focus on data management within Capital Markets Finance. The role requires strong analytical skills to ensure data accuracy and develop solutions for business partners. Responsibilities include advancing data capabilities, resolving data issues, and participating in major upgrades. Candidates should have a degree in Mathematics or Finance, at least 3 years of relevant experience, and possess strong communication and problem-solving skills.

Qualifications

• Minimum of 3 years’ experience in Data Operations or investment systems.
• Knowledge of data management principles.
• Experience with Master Data Management tools is an asset.

Responsibilities

• Ensure timely and accurate data within investment systems.
• Develop understanding of data lifecycle from entry to reporting.
• Documentation of processes, workflows, and metadata.

Skills

Analytical skills

Communication skills

Problem-solving

Interpersonal skills

Education

University degree in Mathematics, Commerce & Finance

Completion of CFA

Tools

SQL

MS Office (Excel, Access)

ODBC report writers (Crystal, Access)

Azure DevOps

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.

The Business Analyst, Investment Data Operations primary focus within Capital Markets Finance is to ensure that all data management processes and controls are completed to ensure that timely and accurate data is available within the daily cycle of investments systems and ready to be used by business consumers. The role requires strong analytical skills coupled with investment operations knowledge, data governance and stewardship. The successful candidate will also be responsible for leading data initiatives to support new business requirements, data enhancements and solutioning for internal partners and stakeholders. The Business Analyst will work closely with members of Finance Data and the Capital Markets business to deliver a ‘best-in-class’ data service and will play an important role to help OMERS Capital Markets achieve our data strategy.

RESPONSIBILITIES

• Contribute towards advancing our data management capabilities, and to establish and sustain a mature data management discipline.
• Develop a strong understanding of the end-to-end data life cycle, from order entry, data sourcing, integration across systems, lineage and reporting.
• Perform business & data analysis to resolve data issues with vendors and internal systems.
• Provide support to enable and develop new data requirements and solutions for business partners and stakeholders.
• Documentation of operational processes, workflows, business process modelling and metadata cataloguing.
• Review and validation of security pricing/valuation for public and private investments. Understanding of the valuation policy, methodologies and data quality.
• Participates in the investment systems upgrades including data conversion, testing and implementation.
• Participate and contribute to team, department and enterprise-wide initiatives as assigned.
• Develop a strong proficiency with applications being utilized for the Investment business (ie. CRD, Calypso, Eagle Pace).
• Develop and maintain an understanding of investment products and customer needs in order to respond quickly and accurately to questions and problems that arise.
• Develop supporting relationships with key stakeholders and business partners (Investment Teams, Risk, Performance)

QUALIFICATIONS

• University degree in Mathematics, Commerce & Finance or equivalent experience. Completion of CFA and Canadian Securities Course an asset.
• Minimum of 3 years’ experience working in a Data Operations, back and/or middle office and/or in an investment and financial systems administration.
• Knowledge of data management principles and practices. Experience using a Master Data Management tool is an asset.
• Knowledge of investment data domains, such as reference data, market data, risk analytics, etc.
• Knowledge of investment and risk analytics across asset classes.
• Strong interpersonal and communications skills to strengthen relationships with stakeholders and business partners.
• Highly analytical with strong problem-solving ability.
• Experience with or willingness to learn ODBC report writers such as Crystal, Access. Experience with SQL queries is an asset.
• Working knowledge of MS Office including excel spreadsheets with real time links and access databases.
• Experience with Azure DevOps an asset.

DEMONSTRATE

• A people-first focus with a desire to develop meaningful, positive relationships across all levels of the organization.
• A team player with strong interpersonal and communication skills.
• Proactive and results oriented with good time management skills and the ability to work well under pressure and focus on multiple tasks concurrently.
• A sense of urgency, optimism, and a desire to deliver excellence.
• A desire to drive debate, to speak candidly and to listen empathetically.
• Strong orientation towards strategy and changes.
• Motivation with an ability to drive 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.