Director, Investment Reporting

OMERS; Toronto; Hybrid; CAD 110,000 - 130,000; Full time

Job summary

Join OMERS as the Director of Investment Reporting, where you will be a key member of the Corporate Finance team, driving analytics and solutions for investment reporting. This role requires extensive experience in investment management and strong leadership skills to oversee a high-performing team. Embrace the opportunity to contribute to a purpose-driven organization committed to its members and community.

Qualifications

• Over 7 years experience in a senior role.
• Required to hold a CFA or CIPM designation.
• Strong understanding of investment products.

Responsibilities

• Provide thought leadership and analysis on investment performance.
• Manage a team of analysts for reporting activities.
• Ensure timely and accurate reporting of performance metrics.

Skills

Investment product knowledge

Communication skills

Analytical skills

Team management

Attention to detail

Technical skills in Excel

Research capabilities

Troubleshooting skills

Interpersonal skills

Project management

Education

University degree

CFA or CIPM designation

CPA designation

Tools

Microsoft Excel

Power BI

Microsoft SQL Server

Microsoft Co-Pilot

Job description

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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.

Reporting to the VP, Financial Planning & Investment Reporting, the Director, Investment Reporting is a key member of the Total Plan Performance team, supporting the creation, generation and enhancement of OMERS investment and analytics reporting and solutions. The position plays a critical role within the broader Corporate Finance team and requires a significant degree of collaboration, interaction and involvement with various teams across the organization.

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.

As a Member Of This Team, You Will

• Provide thought leadership and proactive, insight driven analysis on OMERS total fund investment performance to Corporate Finance leadership and other senior leaders in the organization
• Recommend and implement continuous improvements to the efficiency, timing and reliability of reporting processes including the use of AI tools
• Stay up-to-date on industry and analytics practices, including CFA investment performance standards and determine impacts and changes to be undertaken and implemented to enhance the analytics framework
• Ensure daily, weekly, monthly and quarterly reports are created based on industry standards and completed and distributed with high quality and within the expected timelines. The types of reporting include performance and attribution reports, exposure reports, and internal and external compliance reports across various entity and asset classes that comprise the fund.
• Manage and perform analysis for ad hoc requests from investment professionals and senior management, including preparing and delivering insightful presentations that clearly communicate key findings, trends, and recommendations to support strategic decision-making.
• Own the Total Plan Dashboard, ensuring daily reporting is accurate and timely, and managing the roadmap for new dashboard functionality
• Provide hands on day-to-day oversight, technical guidance, leadership and coaching to a high-performing team, including: recruiting, training and development and assessing performance effectiveness. The team consists of 2 senior managers and 5 analysts / senior analysts maintaining investment and analytics reports and solutions
• Work closely with members of the Financial Planning & Analysis and Total Portfolio Management team to provide key Total Plan performance data as part of the annual Operating Plan and quarterly forecasting process
• Develop an ongoing working relationship with Investment, Finance and Risk colleagues to understand new product developments, strategies, policies and other activities, as they pertain to performance measurement and exposure reporting
• Create, manage and review workflows and processes to ensure the team is operating efficiently, with sufficient controls, documentation and procedures, and is viewed as a nimble, insightful and strategic partner
• Provide input and oversight into report design as it relates to calculation methodology, logic, edit checks and efficiency that meet client requests and industry standards
  
  

To Succeed In This Role, You Have

• Over 7 years experience in a senior role involving the management of investment reporting and performance measurement with strong investment product knowledge
• A university degree plus a professional designation (required to hold a CFA or CIPM designation; CPA designation would be an asset, but not required)
• 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
• 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
• Strong trouble shooting skills and research capabilities
• Attention to detail and strong organizational skills
• Expert level technical skills using Microsoft Excel and PowerPoint
• Knowledge of Power BI, Microsoft SQL Server and Microsoft Co-Pilot is an asset
• Ability to operate in a fast-paced environment with numerous competing priorities and reporting deadlines
• Strong team player with a positive attitude, willingness to help colleagues and “go the extra mile”
  
  

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.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

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