Director, Investment Reporting

OMERS; Toronto; Hybrid; CAD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Director of Investment Reporting to enhance analytics and reporting processes. This role is vital for delivering insightful investment performance analysis to senior leadership. The ideal candidate will have over 7 years of experience in investment reporting, a strong grasp of investment products, and excellent communication skills to collaborate across teams. Join a dynamic workplace that values diversity and empowers employees to thrive while making a significant impact on the financial landscape.

Qualifications

• 7+ years in investment reporting with strong product knowledge.
• CFA or CIPM required; CPA is a plus.
• Expertise in investment products like bonds and equities.

Responsibilities

• Lead investment performance analysis and reporting enhancements.
• Manage a team of 2 senior managers and 5 analysts.
• Ensure high-quality reporting and compliance with standards.

Skills

Investment Reporting

Performance Measurement

Communication Skills

Team Management

Analytical Skills

Attention to Detail

Education

University Degree

CFA or CIPM Designation

CPA (Asset)

Tools

Microsoft Excel

Microsoft PowerPoint

Power BI

SQL Server

Job description

Join to apply for the Director, Investment Reporting role at OMERS.

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, 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.

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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 significant collaboration and interaction 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

1. 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.
2. Recommend and implement continuous improvements to the efficiency, timing, and reliability of reporting processes including the use of AI tools.
3. 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.
4. Ensure daily, weekly, monthly, and quarterly reports are created based on industry standards, completed, and distributed with high quality and within the expected timelines. Reports include performance and attribution reports, exposure reports, and compliance reports across various entity and asset classes.
5. Manage and perform analysis for ad hoc requests from investment professionals and senior management, including preparing and delivering insightful presentations to support strategic decision-making.
6. Own the Total Plan Dashboard, ensuring daily reporting is accurate and timely, and manage the roadmap for new dashboard functionality.
7. Provide hands-on day-to-day oversight, technical guidance, leadership, and coaching to a team of 2 senior managers and 5 analysts/senior analysts.
8. Work closely with Financial Planning & Analysis and Total Portfolio Management teams to provide key performance data for planning and forecasting.
9. Develop relationships with Investment, Finance, and Risk colleagues to understand new product developments, strategies, policies, and activities related to performance measurement and exposure reporting.
10. Create, manage, and review workflows and processes to ensure efficiency, controls, documentation, and strategic partnership perception.
11. Provide input into report design, calculation methodology, logic, and checks to meet client requests and industry standards.

To Succeed In This Role, You Have

1. Over 7 years of experience managing investment reporting and performance measurement with strong investment product knowledge.
2. A university degree plus a professional designation (CFA or CIPM required; CPA is an asset but not required).
3. Strong understanding of investment products including bonds, equities, derivatives, and alternative investments such as private equity, real estate, and infrastructure, along with related performance standards and benchmarks.
4. Excellent communication skills (written and verbal) and interpersonal skills with proven ability to build relationships at all levels including C-Suite executives.
5. Experience managing a team in investment reporting covering performance, risk, and exposure.
6. Strong troubleshooting and research skills.
7. Attention to detail and organizational skills.
8. Expertise in Microsoft Excel and PowerPoint; knowledge of Power BI, SQL Server, and Microsoft Co-Pilot is an asset.
9. Ability to operate in a fast-paced environment with multiple priorities and deadlines.
10. Positive team player attitude, willingness to assist colleagues, and willingness to go the extra mile.