Senior Analyst, Portfolio Strategy
2 months ago
Location: Toronto, Ontario
Time Type: Full time
Posted on: Posted 4 Days Ago
Referred applicants should NOT apply directly to this role.
All referred applicants must first be submitted through Workday by a current OMERS and Oxford employee, and then must apply through the unique link received via their email.
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 600,000+ 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 we live and work.
Under the leadership of the Chief Investment Officer, the Total Portfolio Management Group (TPM) provides a holistic lens across the OMERS investment portfolio, with responsibility for trading, liquidity management, portfolio strategy, portfolio analytics, and capital allocation. The Total Portfolio Management group works closely with the broader investment teams and partners to integrate best-in-class thinking on portfolio construction and support the continued evolution of the investment strategy.
Reporting to the Director, Portfolio Strategy, Total Portfolio Management, the primary focus of the Senior Analyst is to provide support in the development of OMERS overall investment and portfolio strategy. This may include activities relating to investment approach refinement, high-level portfolio design, performance evaluation, business model best practices, operating plan development, and external market research (e.g. research on global peers, comparable external managers).
RESPONSIBILITIES:
- Develop a 3-year CIO Strategy in coordination with the broader OMERS corporate strategy and business units that will touch on investment strategy, investment approach, portfolio design, and operating model refinement.
- Collaborate with investment business units on the articulation of their business unit strategy, strategic priorities, and ad-hoc strategy work.
- Perform analysis relating to periodic reviews of the investment operating/business model.
- Conduct research relating to global peers, investment strategies/approaches, benchmark setting, asset allocation, and other topics to produce strategic and balance sheet insights.
- Perform in-depth analysis and prepare presentations for OMERS portfolio relating to asset mix, investment strategies, and investment performance to assist in total portfolio decisions.
- Synthesize analysis and views into clear, concise messages that can be shared with stakeholders throughout OMERS.
- Engage with cross-OMERS personnel to increase TPM’s knowledge of investment strategies and portfolios.
- Collaborate, share information, and insights across investment teams to deliver the best outcomes for the pension plan.
- Mentor less experienced members of the team, sharing information, knowledge, and insight to support the growth of the Portfolio Strategy team.
QUALIFICATIONS:
- 5+ years professional experience working in investment management, management consulting, and/or financial services/asset management; pension fund experience is an asset.
- Familiarity with asset allocation, a broad range of investment securities/products, and operating models of investment management firms.
- Ability to see the big picture and apply a structured approach to problem-solving, answer an abstract question, and think strategically.
- Ability to synthesize complex topics into presentations for senior management or leadership.
- Detail-oriented and innately curious with an interest in staying ahead of trends and continually learning about new topics.
- A high attention to detail that complements your ability to see the big picture.
- Proficiency in MS Excel and PowerPoint.
- Familiarity with financial database software such as FactSet, Bloomberg is an asset.
- A willingness to act with a high degree of initiative and ability to deliver results.
- Strong interpersonal skills with an ability to build relationships across OMERS.
- Ability to prioritize among several tasks while delivering high-quality products within deadlines.
- Ability to contribute to and foster a collegial and creative team culture.
- Humility and self-awareness, values feedback, invites and integrates different perspectives.
As one of Canada’s largest defined benefit pension plans, our people-first culture is at its best when our workforce reflects the communities 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.
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