Senior Business Analyst, Portfolio Servicing Platform (12-Month Contract)

OMERS / Oxford Properties Group; Toronto; On-site; CAD 86,000 - 130,000; Full time

Job summary

OMERS / Oxford Properties Group in Toronto is seeking a Senior Business Analyst to support change initiatives across investment platforms. You will drive requirements, backlogs, and deliver high-value solutions for Portfolio Servicing Platform upgrades, reporting, and integrations.

You will collaborate with cross-functional teams, lead test plans, and ensure governance, training and documentation. A BA with 3–5 years’ investment apps experience and strong SQL/Power BI skills is preferred; CPA or

Qualifications

• 3-5 years of business analysis experience supporting investment applications and transformation programs.
• Experience with requirements elicitation, process modeling, user stories and source-to-target mapping.
• Certifications in BA, Change Management, Process Improvement, QA, or PM are assets.
• Strong attention to detail with end-to-end process understanding.

Responsibilities

• Lead and participate in Agile and Waterfall projects for Portfolio Servicing Platform upgrades and integrations.
• Assist Platform Owner with backlog management, roadmap, prioritization and resources.
• Perform requirements elicitation, analysis, testing, training, and post-implementation support.
• Document scope, objectives, deliverables and timelines for stakeholders.
• Develop complex reporting and dashboards (SQL, SSRS, Crystal, Power BI).

Skills

Capital markets

Business analysis

Data analysis

SQL

Power BI

Communication

Stakeholder management

Change leadership

Education

Bachelors in CS/Engineering/Math/Accounting/Finance/Economics

CPA or CFA asset (in progress or completed)

Tools

SQL

Azure DevOps

Visio

Excel

Power BI

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 665,000 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.

Reporting to the Manager, Portfolio Servicing Platform, the Senior Business Analyst will support and deliver a variety of change initiatives to mission critical investment platforms. The incumbent will ensure that platforms align to department objectives, and the needs of our internal partners by delivering high value solutions and resolving issues. Excellence in all types of communication and facilitation with colleagues at all levels.

In this role, you will be responsible for:

• Leading and participating in both Agile and Waterfall projects related to Portfolio Servicing Platform (incl Trade Processing, Pricing/Valuations, Asset Servicing, Derivatives Servicing, Investment Accounting processes) upgrades, enhancements, system integrations, and process improvements that benefit OMERS Capital Markets investment teams, Corporate Finance and Capital Markets Finance
• Assisting the Platform Owner in managing the product backlog and roadmap, prioritization of work, and resource allocation on initiatives
• Leading business analysis activities for all phases of the project life cycle including requirements elicitation, analysis, testing, training, implementation, and post implementation support
• Ensuring that project scope, objectives, deliverables, and timelines are clearly documented and communicated
• Collaborating with cross-functional teams to gather and analyze requirements for projects impacting the OMERS Portfolio Servicing Platform (e.g. user stories, business requirements documents, etc.)
• Designing and developing complex reporting and dashboards (SQL, SSRS, Crystal, Power BI etc.) that deliver insights to investment professionals
• Defining and executing business test plans, including performance and integration tests
• Ensuring change management principles are considered throughout delivery, including the early capture of stakeholder impacts, end-user training, and communications
• Partnering with technology teams to implement system enhancements, upgrades, and patches
• Developing and maintaining support documentation, including troubleshooting guides and knowledge base articles
• Anticipating issues and make recommendations to mitigate risks; support ad hoc analysis to identify the root cause of issues and resolve issues in a timely manner ensuring minimal disruption to investment teams
• Providing recommendations for the improvement of business analysis and project delivery practices
• Developing relationships among partners by supporting a culture of transparency, collaboration, and service excellence

Required Skills & Experience:

1. Investment & Capital Markets Knowledge
   Expert knowledge of the investment lifecycles of exchange traded and OTC products, including exotic instruments
   Experience implementing and delivering change to leading investment applications (e.g., Calypso, CRD, SimCorp, Bloomberg, Aladdin)
2. Business Analysis & Process Improvement
   3-5 years of business analysis experience supporting investment applications, production support, change initiatives, and transformation programs
   Expert knowledge of business analysis methodologies and deliverables (requirements elicitation, process modeling, user stories, source-to-target mapping, etc.)
   Professional certifications in Business Analysis, Change Management, Process Improvement, Quality Assurance, or Project Management considered an asset
   Strong attention to detail with the ability to understand end-to-end processes
3. Data Analysis & Technical Tools
   Strong analytical skills with the ability to conduct complex data analysis (SQL, Excel macros)
   Proficiency with BA and reporting tools (Azure DevOps, Visio, Excel, Power BI)
   Strong analytical and problem-solving capabilities
4. Communication & Stakeholder Management
   Excellent verbal, written, and facilitation skills with stakeholders at all levels
   Ability to collaborate effectively across teams and contribute to collective success
5. Adaptability & Change Leadership
   Growth mindset with a focus on continuous learning and improvement
   Comfortable navigating ambiguity and establishing priorities in changing environments
   Ability to support activities outside of defined responsibilities when needed
6. Education & Professional Credentials
   Bachelor's degree in Computer Science, Engineering, Mathematics, Accounting, Finance, Economics, or a related field
   CPA or CFA designation (completed or in progress) considered an asset

This posting is for an existing vacancy.

The expected salary range for this position is $86,000.00 - $130,000.00 per year, prorated based on the term of the contract. You may also be eligible to receive an annual Incentive Award pursuant to our Short-term Incentive plan and our Long-Term Incentive plan (if applicable), and to participate in our group benefits and retirement plans – details on these elements of compensation are included within OMERS & Oxford offer letters.

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. Artificial intelligence (AI) tools are used to support certain stages of the OMERS recruitment process. While AI assists us in our process, human judgment and decision-making remain central to our candidate experience. We're committed to: We are passionate about inclusion and advocate for I&D across our network of employees, members and partners We are proud of our commitment to developing a best in class approach to complete wellness for our employees and members We invest in our people, providing them with opportunities so they can develop and grow