Analyst, Portfolio Construction

2 days ago

Toronto, Canada OMERS Full time

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 Analyst 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. The Analyst will combine broad financial market knowledge with significant financial modeling experience and presentation skills. You will contribute in a variety of ways to TPM strategies, methodologies, and decisions, which will impact numerous aspects of the Plan investment portfolio. This is a 12-month contract, with possibility to become permanent.

The right person for this role is a strong team player, demonstrates intellectual curiosity, brings outstanding communication skills, and has a keen interest in financial markets or portfolio management.

**As a member of this team, you will be responsible for**:
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

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

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

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

Ad-hoc projects and research as required

**To succeed in this role, you bring**:
An academic background in Finance, Mathematics, Engineering, Computer Science, or related field

1-3 years of industry experience in investments or capital markets

A Chartered Financial Analyst (CFA) designation or are in the process of obtaining your CFA; or a similar finance-related designation (e.g. CPA, CAIA, FRM, etc.)

A strong understanding of investments along with experience across asset classes and various derivatives (an asset)

Strong analytical and programming skills - extensive knowledge of python, SQL and working with large data sets

Excellent knowledge of Microsoft Office (specifically Excel) and Bloomberg; some experience with PowerBI an asset

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

**Our story**:
Founded in 1962, OMERS is one of Canada’s largest defined benefit pension plans, with $121 billion in net assets as at December 31, 2021. OMERS is a jointly-sponsored pension plan, with 1,000 participating employers ranging from large cities to local agencies, and over half a million active, deferred and retired members. OMERS members include union and non-union employees of municipalities, school boards, local boards, transit systems, electrical utilities, emergency services and children’s aid societies across Ontario. Contributions to the Plan are funded equally by members and employers. OMERS teams work in Toronto, London, New York, Amsterdam, Luxembourg, Singapore, Sydney and other major cities across North America and Europe - serving members and employers and originating and managing a diversified portfolio of high-quality investments in public markets, private equity, infrastructure and real estate.

OMERS is committed to having a workforce that reflects the communities in which we live and work. We are an equal opportunity employer committed to a barrier-free recruitment and selection process. At OMERS inclusion and diversity means belonging. How we create a sense of belonging is through our employees and our vast network of Employee Resource Groups. Whether you are passionate about gender, pride, or visible minorities, we have groups that are focused on making a difference in all of our lives.

Vaccination Policy

At OMERS and Oxford the office or worksite is our primary place of work. We are committed to providing work environments which promote the

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