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

omers; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

OMERS is seeking a Senior Business Analyst to support and deliver change initiatives on mission-critical investment platforms in Toronto. You will ensure platform alignment with department objectives and provide high-value solutions for internal partners.

You will lead requirements elicitation, testing, training, and post-implementation support while collaborating with cross-functional teams to deliver impactful dashboards and reports for investment professionals.

Qualifications

• 3–5 years of business analysis experience with investment applications.
• Certifications in BA, change management, or project management are a plus.
• Strong SQL and Excel skills; experience with Power BI is a plus.

Responsibilities

• Lead and participate in Agile and Waterfall projects related to Portfolio Servicing Platform upgrades and integrations.
• Assist Platform Owner in backlog and roadmap prioritization and resource planning.
• Lead business analysis across requirements elicitation, testing, training, implementation and post-implementation support.
• Document and communicate project scope, objectives, deliverables and timelines clearly.
• Collaborate with cross-functional teams to gather requirements and develop user stories and BRDs.
• Develop complex reporting and dashboards (SQL, SSRS, Crystal, Power BI) for investment insights.
• Define and execute comprehensive test plans including performance and integration tests.
• Support change management with stakeholder impact analysis and end-user training.

Skills

Investment knowledge

Business analysis

Data analysis

Communication

Change leadership

Tools

Power BI

Excel

SQL

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