Associate Portfolio Analyst - Investment Data (Toronto)

Associate Portfolio Analyst - Investment Data (Toronto)

03 Aug
|
IGM Financial
|
Toronto

03 Aug

IGM Financial

Toronto

OMERS Alternative Investments, part of OMERS Global Credit, manages a scaled private credit portfolio across direct lending, strategic partnerships and other alternative private credit strategies. With the platform’s growth, there is a rising need for robust investment data, analytics, reporting and operational infrastructure to support front‑office decision making and portfolio management. We are seeking a highly motivated and analytically minded individual to join our team in a newly created Analyst (Associate) or Senior Analyst (Senior Associate) position. Responsibilities Portfolio analytics, reporting and reconciliation: support the production, validation and delivery of investment performance, portfolio characteristics, analytics and related reporting outputs. Support the investment data management function by sourcing, validating and maintaining investment and performance data from internal and external sources to support reporting initiatives. Act as the primary bridge between the Investment team and key external stakeholders across Data & Technology, Risk, Finance and Operations to resolve complex data and system issues, improve data quality and enhance reporting infrastructure across the private credit platform. Lead data validation and quality control processes by reconciling accounting, holdings, performance and analytics data, investigating discrepancies and exceptions, and coordinating solutions with stakeholders. Design, build and maintain automated workflows using Python, SQL and related tools to improve the efficiency, scalability and reliability of reporting, reconciliation and monitoring processes.



Develop and enhance dashboards, reporting tools and self‑service analytics solutions that improve transparency into portfolio performance while ensuring insights are accurate and actionable. Produce executive‑ready presentations and analytical materials that synthesize complex investment, valuation and performance information into transparent insights and decision‑support content for senior stakeholders. Required Skills 2+ years of experience in portfolio analytics, investment operations, performance measurement, finance, accounting or consulting. Bachelor’s degree in Finance, Accounting, Economics, Engineering, Mathematics, Business or a related discipline. Strong communication and stakeholder management skills, with the ability to translate complex data, analytics and technical concepts into clear business insights and translate business requirements into technical specifications, data models and reporting solutions. Highly detail‑oriented with strong organizational skills and the ability to manage competing priorities in a fast‑paced environment. Demonstrated problem‑solving capabilities with experience investigating data discrepancies, identifying root causes and implementing scalable solutions.



Self‑starter with a proactive mindset, capable of operating independently and navigating ambiguity in a dynamic and evolving environment. Preferred Skills Advanced proficiency in Power BI, including data modeling, DAX and dashboard development. Strong proficiency in Excel, eFront / Aladdin, Bloomberg at minimum. Preference for candidates with strong data visualization skills and ability to produce institutional‑quality reporting dashboards and presentation materials. Practical experience with SQL and Python (or a comparable programming language) for automation, data manipulation, reporting or workflow improvement. Compensation & Benefits The expected salary range for the Analyst position is $100,000–130,000 per year. The expected salary range for the Senior Analyst position is $120,000–150,000 per year. 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 are included within OMERS & Oxford offer letters. Equal Employment Opportunity 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. 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. #J-18808-Ljbffr

📌 Associate Portfolio Analyst - Investment Data (Toronto)
🏢 IGM Financial
📍 Toronto

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