Manager, Performance, Reporting

4 days ago


Toronto, Canada OMERS Full time

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 where we live and work.
Don’t just work anywhere — come build tomorrow together with us.
Reporting to the Senior Manager, Performance, Reporting & Attribution, we are looking for a highly motivated Manager to join our Capital Markets Finance team in Toronto. This individual will play a leadership role in building a world-class, winning culture that prioritizes people development and focuses on long-term growth.
Our team is responsible for the performance measurement, attribution and reporting for OMERS Capital Markets (OCM) and its underlying strategies. This includes calculating performance results for both the OCM portfolio and its benchmarks (“the what?”) and delivering insights through structured attribution views and dynamic analysis of return drivers (“the how?” and the “why?”).
We believe that time together in the office is important for OMERS and Oxford, the strength of our employees, and the work we do for our pension members. Our hybrid work guideline requires teams to come to the office a minimum of 4 days per week.
This is a 12 month fixed term direct contract (Not contracting/hourly rate)
**As a member of this team, you will**:
Oversee the production and validation of performance and attribution reporting at the business unit, strategy, and asset class levels across Capital Markets portfolios, ensuring accuracy and timeliness.
Generate detailed exposure reports by asset class, geography, currency, and sector to support portfolio oversight and decision-making.
Lead the creation and delivery of clear, visually compelling PowerPoint presentations and Power BI dashboards to communicate key performance insights to stakeholders, including senior leadership.
Champion the team’s transition toward digitized reporting and dynamic portfolio insights by promoting scalable, automated, and interactive delivery tools.
Provide strategic, data-driven analysis and insights to senior management, enhancing understanding of performance drivers and portfolio positioning.
Build and sustain trusted, collaborative relationships with key stakeholders in Capital Markets, Total Portfolio Management, Risk, and Finance to align on evolving strategies, products, and policies.
Monitor, interpret, and communicate market trends and macroeconomic developments, assessing their implications for Capital Markets performance and balance sheet management.
Stay informed on industry standards for performance measurement, including GIPS (Global Investment Performance Standards).
Identify, prioritize, and lead process improvement and automation initiatives to increase efficiency, data integrity, and reporting effectiveness.
Lead and coordinate team projects and broader departmental initiatives focused on innovation, operational excellence, and continuous improvement.
Foster a positive team culture by supporting social and professional development activities within the Capital Markets Finance group.
**To succeed in this role, you bring the following**:
A minimum of 5-7 years experience in a senior role involving the management of investment reporting and performance measurement with strong investment product knowledge.
Bachelor’s degree in Business, Mathematics, Engineering, or a related discipline.
Professional designation (CFA or CIPM designation is preferred; CPA is also valued).
A strong understanding of investment products including bonds, equities, derivatives and alternative investments, such as: private equity, real estate and infrastructure as well as related performance measurement standards and investments benchmark practices
Excellent communication skills (written and verbal) and interpersonal skills with a proven ability to build trusting relationships at all levels including C-Suite executives
Experience managing a team in an investment reporting environment covering performance, risk and exposure
Expert level technical skills using Microsoft Excel and PowerPoint
Knowledge of Power BI, Microsoft SQL Server and Microsoft Co-Pilot is an asset
Familiarity with Bloomberg PORT is considered an asset.
Highly organized, detail-oriented, and motivated to connect the dots
A track record of driving process improvements that enhance efficiency and add value.
Strong team player with a positive attitude, willingness to help colleagues and “go the extra mile.”
*


  • Manager, Accounting

    3 weeks ago


    Toronto, Canada Neo Performance Materials Full time

    Neo Performance Materials Helps Build Technologies of Tomorrow Neo is fast-forwarding the green energy transition by manufacturing the critical building blocks of modern, sustainable technologies. Our advanced industrial materials - including magnetic powders and magnets, specialty chemicals, metals, and alloys - enhance efficiency and performance in...


  • Toronto, Canada University Pension Plan Full time

    **OUR COMPANY BACKGROUND & CULTURE** The UPP is a new, jointly sponsored pension plan that serves all active, retired, and deferred members and beneficiaries of the five current pension plans of the founding institutions - Queen’s University, the University of Guelph, and the University of Toronto. UPP serves more than 35,000 members and manages assets of...


  • Toronto, Canada Sinai Health Full time

    Sinai Health is a leading academic health science centre with a provincial, national and international reputation for discovering and delivering life-changing care. Since 2015, we have provided excellent and compassionate care in hospital, community and home. Comprised of Mount Sinai Hospital, Hennick Bridgepoint Hospital, the Lunenfeld-Tanenbaum Research...


  • Toronto, Canada Mercer Full time

    We are seeking a talented individual to join our Performance Reporting team at Mercer as a **Performance Reporting Analyst**. This role will be based in Montreal or Toronto office. This is a hybrid role that has a requirement of working at least three days a week in the office This opportunity will help support our Canada team with provision of advice to...


  • Toronto, Canada Ontario Energy Board Full time

    Overview: We are currently seeking an energetic and collaborative individual to join our team as a Manager of Performance Analytics & Reporting. In this role you will be responsible for overseeing the OEB’s utility performance analysis and reporting activities. We will count on your skills and years of experience to be a champion of the OEB’s focus on...


  • Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the Opportunity?** Reporting to the Direct, HR Global Governance & Performance Measurement, you will be part of a fast-paced and high-performing team providing senior leaders with actionable insights and the overall health of their portfolio. You will collaborate with teams across HR & BMCC and cross functional groups to build...


  • Toronto, Canada Neo Performance Materials Full time

    A leading materials company is seeking a Manager, Accounting & Reporting in Toronto. This hybrid role involves supporting global financial closings, preparing financial statements, and improving reporting processes. To succeed, candidates should have a Canadian CPA, at least 4 years of relevant experience, and strong IFRS knowledge. The role offers...


  • Toronto, Canada Mount Sinai Hospital (Toronto), Sinai Health Full time

    Consultant, Performance Measurement and Reporting Join to apply for the Consultant, Performance Measurement and Reporting role at Mount Sinai Hospital (Toronto), Sinai Health Consultant, Performance Measurement and Reporting Join to apply for the Consultant, Performance Measurement and Reporting role at Mount Sinai Hospital (Toronto), Sinai Health Sinai...


  • Toronto, Canada Mount Sinai Hospital (Toronto), Sinai Health Full time

    Consultant, Performance Measurement and ReportingJoin to apply for the Consultant, Performance Measurement and Reporting role at Mount Sinai Hospital (Toronto), Sinai HealthConsultant, Performance Measurement and ReportingJoin to apply for the Consultant, Performance Measurement and Reporting role at Mount Sinai Hospital (Toronto), Sinai HealthSinai Health...


  • Toronto, Canada Mount Sinai Hospital (Toronto), Sinai Health Full time

    Consultant, Performance Measurement and ReportingJoin to apply for the Consultant, Performance Measurement and Reporting role at Mount Sinai Hospital (Toronto), Sinai HealthConsultant, Performance Measurement and ReportingJoin to apply for the Consultant, Performance Measurement and Reporting role at Mount Sinai Hospital (Toronto), Sinai HealthSinai Health...