Reporting to the Senior Manager, Total Plan Investment Reporting, you will be a member of the Total Plan Performance team, providing investment reporting and analysis for the fund. You will use and maintain the performance analytics system, data warehouse, and other analytics tools to prepare and analyze daily performances, create performance and attribution reports, exposure reports, and internal and external compliance reports across various entities and asset classes.Responsibilities- Ensure daily that data for the performance measurement and exposure reporting are collected, input, balanced, and reconciled for the Total Fund Dashboard, and resolve or escalate any arising issues.- Build and maintain Power BI Dashboards.- Co‑coordinate with investment support and finance areas to ensure accurate inputs for reporting and understand any valuation or accounting issues that impact reporting.- Calculate performance results and attribution factors at the Total Fund level, asset class, and business unit levels.- Calculate exposure reporting such as country, currency, sector, etc., at the Total Fund level, asset class, and business unit levels.- Monitor portfolio compliance against defined internal and external regulatory policies.- Ensure all reporting deadlines are met daily, weekly, and monthly.- Recommend and implement continuous improvements to the efficiency, timing, and reliability of reporting processes.- Develop a working relationship with colleagues in Investment, Finance, and Risk to understand new product developments, strategies, policies, and other activities that impact performance measurement and exposure reporting.- Maintain up‑to‑date knowledge of industry standards in performance reporting (GIPS).- Collect information, data,



and provide comprehensive reports and analysis on pension industry performance results, public market survey results, and their contributing factors in a timely fashion.- Provide in‑depth analysis and ad‑hoc reporting to Senior Management and add value to the Investment processes at OMERS.- Participate in projects as required.- Establish and maintain an effective, team‑oriented and collaborative working relationship with all staff and management, acting consistently with OMERS core values.Required Qualifications- Experience supporting investment performance measurement, attribution analysis, exposure reporting, and financial reporting for investment portfolios and funds.- Understanding of investment products and asset classes with the ability to resolve issues and support reporting requirements.- Strong technical skills in Excel, Power BI, and SQL; experience building dashboards, analyzing large datasets, reconciling investment data, and producing accurate and timely management reporting.Preferred Qualifications- 2‑4 years of experience in a financial institution at the analyst level assembling and delivering financial information related to performance and exposure of investment products and portfolios.- Understanding of investment performance and attribution, risk, exposure, and financial reporting issues.- Understanding of investment products including bonds, equities, derivatives, and alternative investments such as private equity,



real estate, and infrastructure.- University degree in Business, Math, or related discipline; required to hold a CFA or CIPM designation or be working towards qualification; CPA designation would be an asset, but not required.- Demonstrated ability to perform complex analysis and manage/resolved issues.- Demonstrated ability to identify and implement process enhancements to ensure efficient completion of activities and add value.- Proficient in Microsoft Office Suite, with strong expertise in Excel, PowerPoint, and Power BI; capable of developing advanced spreadsheets/BI dashboards, conducting data analysis, and creating impactful visual presentations.- Solid working knowledge of SQL (e.G., Microsoft SQL Server) to support data extraction and reporting; expert‑level proficiency not required, but comfort with writing and understanding basic queries is expected.- Ability to establish and maintain effective working relationships and work as part of a team, with strong written and verbal communication skills.The expected salary range for this position is $72,000.00 – $108,000.00 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, and to participate in our group perks and retirement plans.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. We are passionate about inclusion and advocate for I&D; across our network of employees, members and partners. We invest in our people, providing them with opportunities to develop and grow.#J-18808-Ljbffr

📌 Investment Reporting Analyst - $72,000 - $108,000 A Year (Toronto)
🏢 OMERS
📍 Toronto