Senior Analyst, Performance, Reporting & Attribution (12 month contract)

OMERS; Toronto; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

Join OMERS as a Senior Analyst in the Capital Markets Finance team and contribute to performance reporting and insights. You will produce detailed reports, engage with stakeholders, enhance reporting efficiency, and develop dashboards using Power BI, all while being part of a supportive team committed to your growth.

Benefits

Continuous learning opportunities

Networking with business leaders

Mentorship from senior leaders

Qualifications

• Minimum 5 years experience in financial analysis or investment reporting.
• Proficient in systematic data solutions using SQL.
• Experience with Power BI for dashboard development.

Responsibilities

• Produce performance and attribution reporting for Capital Markets portfolios.
• Maintain relationships with operations and technology partners.
• Deliver actionable data-driven analysis to senior management.

Skills

Analytical skills

Data visualization

Financial analysis

Process improvement

Education

Bachelor’s degree in Business, Mathematics, Engineering

CFA or CIPM designation preferred; CPA valued

Tools

SQL

Power BI

Bloomberg PORT

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.

Reporting to the Senior Manager, Performance, Reporting & Attribution, we are looking for a highly motivated Senior Analyst to join our Capital Markets Finance team in Toronto, which is building a world-class, winning culture that prioritizes people development and focuses on long-term growth.

Our team is responsible for the performance measurement, attribution and reporting for OMERS Capital Markets (OCM) and its underlying strategies. This includes calculating performance results for both the OCM portfolio and its benchmarks (“the what?”) and delivering insights through structured attribution views and dynamic analysis of return drivers (“the how?” and the “why?”)

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.

This is a 12 month fixed term direct contract (Not contracting/hourly rate)

As a member of this team, you will:

• Produce accurate performance and attribution reporting at the business unit, strategy, and asset class levels across Capital Markets portfolios, with a focus on Credit assets

• Maintain relationships and connectivity across our operations and technology partners in the end-to-end servicing and reporting of performance.

• Generate detailed exposure reports by asset class, geography, currency, and sector to support portfolio oversight and decision-making.

• Develop clear, visually engaging PowerPoint presentations and Power BI dashboards to communicate key performance insights to stakeholders, including senior leadership.

• Support the team’s shift toward digitized reporting and dynamic portfolio insights, promoting scalable and interactive delivery tools.

• Deliver actionable, data-driven analysis to senior management, enhancing understanding of performance drivers and portfolio positioning.

• Build and maintain trusted partnerships with stakeholders in Capital Markets, Total Portfolio Management, Risk, and Finance to stay aligned with evolving strategies, products, and policies.

• Monitor and interpret market trends and macroeconomic developments, assessing their impact on Capital Markets performance and balance sheet positioning.

• Stay informed on industry standards for performance measurement, including GIPS (Global Investment Performance Standards).

• Identify and implement process improvements and automation opportunities to enhance reporting efficiency and data accuracy.

• Lead or actively contribute to team projects and broader departmental initiatives, with a focus on innovation and continuous improvement.

• Engage in team culture-building activities, supporting both social and professional development within the Capital Markets Finance group.

To succeed in this role, you bring the following:

• A minimum of 5 years experience in financial analysis, investment reporting, or a related role, ideally with exposure to institutional performance and risk measurement.

• A bachelor’s degree in Business, Mathematics, Engineering, or a related discipline.

• Progress toward or completion of the CFA or CIPM designation is preferred; CPA is also valued.

• Proficient in building systematic data solutions, including use of SQL.

• Skilled in developing dashboards and data visualizations using Power BI.

• Familiarity with Bloomberg PORT is considered an asset.

• An understanding of investment products including bonds, equities, derivatives, and alternative investments.

• Strong analytical mindset, capable of handling large data sets and performing insightful, complex analysis, with advanced Excel skills.

• Highly organized, detail-oriented, and motivated to learn and improve.

• A track record of driving process improvements that enhance efficiency and add value.

• Strong team player with a positive attitude, willingness to help colleagues and “go the extra mile.”

• Excellent communication and interpersonal skills, with the ability to translate complex data into clear insights.

What’s in it for you:

• Work with Capital Markets subject matter experts in a dynamic, fast-paced environment.

• Be part of a supportive team with a winning culture that prioritizes your growth and development.

• Continuous learning across different areas of the business.

• Networking and educational sessions with different leaders across the business.

• Mentorship and coaching opportunities from senior leaders at OMERS.

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.