Student, Portfolio Construction (Winter 2027, 4 Months)

omers; Toronto; On-site; CAD 66,000 - 88,000; Part time

Job summary

OMERS is seeking a student to join the Total Portfolio Management group in Toronto. Under the CIO, you will contribute to asset allocation, currency and liquidity analysis at the total portfolio level, supporting better, informed investment decisions across regions and asset classes.

You will build presentations, analyze portfolio construction, automate data workflows, and assist with web tools to model investment scenarios.

Qualifications

• Currently pursuing an undergraduate degree in Finance, Mathematics, Engineering, Computer Science, or related field.
• Industry interest in investments or capital markets.
• Strong analytical skills with some exposure to programming (Python, SQL) and working with large data sets.
• Good understanding of Microsoft Office (specifically Excel and PowerPoint) and Bloomberg.
• Experience articulating complex analysis into simple language for senior leaders.
• A passion for discussing, debating, and implementing investment strategies.
• Ability to contribute to and foster a collegial and creative team culture.
• Intellectual curiosity and a firm commitment to continually learn.
• Drive, self-motivation, and the ability to take initiative.
• A high attention to detail that complements your ability to see the big picture.
• Humility and self-awareness, you value feedback, and invite and integrate different perspectives.
• The ability to prioritize competing tasks while delivering high-quality products within deadlines.
• Experience producing clear, logical, and convincing arguments and explaining complex ideas simply.

Responsibilities

• Creating clear, concise presentations that communicate ideas in a simple, visually appealing way
• Working with team members to provide analysis related to overall portfolio construction, liquidity, and foreign currency management
• Enhancing and supporting automation, data management, visualization, and analytics to improve the group's tool set and reporting
• Support web development and/or database-linked tools to improve dynamic modeling of Plan metrics and investment scenarios
• Apply quantitative methods and/or fundamental research to generate portfolio and market insights
• Ad-hoc projects and research as required

Skills

Python

SQL

Excel

Bloomberg

Analytical thinking

Education

Undergraduate degree in Finance, Mathematics, Engineering, Computer Science, or related field

Tools

Bloomberg Terminal

PowerPoint

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.

About the role

Under the leadership of the Chief Investment Officer, the Total Portfolio Management Group provides a holistic lens across the OMERS investment portfolio, with responsibility for asset allocation, currency, liquidity management and economic research at the total portfolio level. The Total Portfolio Management group works closely with the broader investment teams and partners to integrate best-in-class thinking across OMERS to support balance sheet growth.

As a member of the Portfolio Construction group, the student will contribute to the team's mission of improving OMERS' ability to meet its pension promise by supporting better, more informed investment decisions regarding regional exposures, asset classes, sectors and other characteristics at a total portfolio level. You will contribute in a variety of ways to TPM strategies, methodologies, and decisions, which will impact numerous aspects of the Plan investment portfolio.

You will be responsible for:

• Creating clear, concise presentations that communicate ideas in a simple, visually appealing way


• Working with team members to provide analysis related to overall portfolio construction, liquidity, and foreign currency management


• Enhancing and supporting automation, data management, visualization, and analytics to improve the group's tool set and reporting


• Support web development and/or database-linked tools to improve dynamic modeling of Plan metrics and investment scenarios


• Apply quantitative methods and/or fundamental research to generate portfolio and market insights


• Ad-hoc projects and research as required

Preferred Skills & Experience:

• Currently pursuing an undergraduate degree in Finance, Mathematics, Engineering, Computer Science, or related field


• Industry interest in investments or capital markets


• Strong analytical skills with some exposure to programming (python, SQL and working with large data sets) would be considered an asset


• Good understanding of Microsoft Office (specifically Excel and PowerPoint) and Bloomberg


• Experience articulating complex analysis into simple language for senior leaders


• A passion for discussing, debating, and implementing investment strategies


• Ability to contribute to and foster a collegial and creative team culture


• Intellectual curiosity and a firm commitment to continually learn


• Drive, self-motivation, and the ability to take initiative


• A high attention to detail that complements your ability to see the big picture


• Humility and self-awareness, you value feedback, and invite and integrate different perspectives


• The ability to prioritize competing tasks while delivering high-quality products within deadlines


• Experience producing clear, logical, and convincing arguments and explaining complex ideas simply

What's In It for You:

• The opportunity to develop and grow your investment expertise while being a part of an engaged team of investors committed to meeting the pension promise


• Ongoing learning, mentorship, and networking opportunities


• Collaboration with colleagues and leaders who offer diverse experiences and expertise in a supportive environment


• The opportunity to be part of the student community at OMERS & Oxford


• An orientation program to set you up for success during your work term


• Networking and educational session with different leaders across the business

The expected salary range for this position is $66,300.00 - $87,750.00 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.

This posting is for an existing vacancy.