Student, Performance Reporting & Attribution (Winter 2027, 8 Months)

OMERS; Toronto; Hybrid; CAD 45,000 - 57,000; Full time

Benefits offered by this job

Hybrid work model

Mentorship and career development

Group benefits and retirement plans

Professional development

Job summary

OMERS invites a motivated student to join the Capital Markets Finance team in Toronto. You will contribute to performance measurement, attribution and reporting for OMERS Capital Markets and its strategies, delivering insights through attribution views and analysis of return drivers.

You\'ll build dashboards, support digital reporting, and ensure compliance with investment guidelines, while collaborating with Finance, Risk and Total Portfolio Management to understand new products and market

Qualifications

• Pursuing a bachelor’s degree in Business, Mathematics, Engineering, or a related field.
• Strong understanding of capital markets products, especially fixed income.
• Interest in financial analysis or investment reporting.
• Experience with SQL and data-driven solutions.
• Experience creating dashboards with Power BI.
• Understanding of bonds, equities, derivatives, and alternatives.
• Excellent Excel skills and attention to detail.
• Strong communication and teamwork.

Responsibilities

• Validate and review performance results at multiple levels within Capital Markets.
• Identify data quality issues and assist root-cause investigations.
• Prepare communications and Power BI dashboards reporting performance.
• Support adoption of digital reporting for portfolio insights.
• Monitor portfolio compliance with investment guidelines and policies.
• Build relationships across departments to understand new products and strategies.
• Stay current on market developments and industry standards.
• Identify opportunities to automate day-to-day tasks.
• Contribute to team projects and initiatives.

Skills

Bachelor’s degree related

Capital markets

SQL

Power BI

Excel

Communication

Teamwork

Attention to detail

Education

Bachelor’s degree

Tools

SQL

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.

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 Sr. Manager, Performance, Reporting & Attribution, we are looking for a highly motivated Student 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 also monitor each of OCM’s strategies against their applicable investment guidelines, and support compliance monitoring against external regulatory requirements.

You will be responsible for:

• Validate and review performance results at the Capital Markets Global Credit business unit, strategy and asset class levels. Perform daily attribution analysis for Fixed Income from various perspectives to identify the key drivers of the investment performance.
• Identify data quality issues or performance anomalies and assist in root-cause investigation.
• Prepare compelling communications, PowerPoint presentations and Power BI dashboards to report key performance results to multiple levels of the organization including senior leadership.
• Help to lead the team’s adoption of digital delivery for portfolio insights and reporting.
• Add value by driving in-depth insights and analysis through well-defined reporting to Senior Management.
• Monitor portfolio compliance against defined internal investment guidelines and external regulatory policies.
• Establish trusted relationships with colleagues in Capital Markets, Total Portfolio Management, Risk and Finance departments to understand new product developments, strategies, policies and other activities.
• Stay current on financial market developments and trends including their impact on the Capital Markets balance sheet and investment performance.
• Maintain up-to-date knowledge of industry standards in the performance reporting field (GIPS).
• Identify and implement process improvement opportunities and automation solutions to enhance the efficiency of day-to-day tasks.
• Lead or contribute to new team projects and department initiatives.
• Contribute to culture-enhancing initiatives within the broader Capital Markets Finance team, including both social and educational elements.

Preferred Skills & Experience:

• Currently pursuing a bachelor’s degree in Business, Mathematics, Engineering, or another relevant field.
• Strong understanding of capital markets products, especially fixed income securities.
• Interest in financial analysis or investment reporting. Experience with investment performance and risk for institutional portfolios is an asset.
• Experience creating systematic solutions with data, including SQL.
• Experience developing dashboards and information solutions with Power BI.
• An understanding of investment products including bonds, equities, derivatives, and alternative investments
• Demonstrated ability to perform complex, insight-driven analysis and work with large data sets, including strong excel skills.
• Strong attention to detail, highly organized and keen to learn.
• Demonstrated ability to identify and implement process enhancements to ensure that activities are completed in an efficient manner that adds value to the enterprise.
• Strong team player with a positive attitude, willingness to help colleagues and "go the extra mile."
• Excellent communication skills (written and verbal) and interpersonal skills.

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.
• Opportunity to be part of the student community at OMERS & Oxford
• An orientation program to set you up for success during your work term!

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. In delivering on our pension promise, keeping us connected to our work and each other, our flexible hybrid work guideline requires teams to come in to the office 4 days per week.

This posting is for an existing vacancy.

The expected salary range for this position is $44,850.00 - $56,550.00 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.