Associate Director, Portfolio Management and Operations - Private Equity

Posted Yesterday
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Toronto, ON, CAN
In-Office
140K-180K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Manage and optimize a private equity portfolio through performance analysis, valuation support, reporting, operational due diligence, risk management, and process improvement. The role coordinates investment execution and divestitures with legal, finance, advisors, and other stakeholders, while preparing dashboards and presentations for senior management and the Investment Committee. It also leads strategic initiatives to improve portfolio management capabilities, data accuracy, and operational effectiveness.
Summary Generated by Built In

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 665,000 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.

Know someone at OMERS or Oxford Properties? Great! If you're referred, have them submit your name through Workday first. Then, watch for a unique link in your email to apply.


The Associate Director, Portfolio Management and Operations is a key member of the Private Equity Investments team, responsible for supporting the effective management, oversight, and optimization of OMERS Private Equity portfolio. This role will focus on portfolio analytics, performance monitoring, reporting, operational due diligence, and execution of portfolio management initiatives, ensuring alignment with OMERS strategic objectives and risk management frameworks. This role spans direct private equity and private capital (including funds, ventures, and life sciences).

You will be responsible for:

  • Monitor and analyze the performance of OMERS Private Equity investments, including financial and operational metrics, to ensure alignment with return and risk objectives.
  • Prepare and present regular and ad-hoc portfolio reports, dashboards, and presentations for internal and external stakeholders, including senior management and the Private Equity Investment Committee.
  • Support the valuation process for the Private Equity portfolio by collaborating with internal teams, external partners, and third-party valuators.
  • Assist in the due diligence, execution, and integration of new Private Equity investments and divestitures, including coordination with legal, finance, and external advisors.
  • Develop and enhance portfolio management processes, tools, and best practices to drive efficiency and data accuracy.
  • Identify and assess portfolio risks, support the implementation of mitigation strategies, and ensure compliance with OMERS risk frameworks.
  • Foster strong relationships with internal teams (e.g., finance, legal, operations) and external partners to support portfolio objectives and information flow.
  • Lead or participate in strategic projects aimed at improving portfolio management capabilities and operational effectiveness.

Required Skills:

  • Bachelor’s degree in Finance, Business, Economics, or related field
  • 7+ years of relevant experience in private market investments, portfolio management, private equity, or investment operations, ideally within a pension fund, asset manager, or investment bank
  • Strong analytical, quantitative, and problem-solving skills with a track record of delivering actionable insights
  • Experience with investment valuation, financial modeling, and portfolio analytics
  • Excellent communication skills, both written and verbal, with the ability to engage and influence stakeholders at all levels
  • Advanced proficiency in Excel, PowerPoint, and portfolio management systems
  • Demonstrated ability to manage multiple priorities in a dynamic, fast-paced environment

Preferred Skills:

  • MBA, CFA, or other relevant designations
  • Experience with data visualization tools, such as PowerBI

  

This posting is for an existing vacancy.
The expected salary range for this position is $140,000-180,000 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 on these elements of compensation are included within OMERS & Oxford offer letters.


As one of Canada’s largest defined benefit pension plans, our people-first culture is at its best when our workforce reflects the communities where 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. This sense of belonging and connection is cultivated up, down and across our global organization thanks to our vast network of Employee Resource Groups with executive leader sponsorship, our Purpose@Work committee and employee recognition programs.


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.

Skills Required

  • Bachelor's degree in Finance, Business, Economics, or a related field
  • 7+ years of relevant experience in private market investments, portfolio management, private equity, or investment operations
  • Experience ideally within a pension fund, asset manager, or investment bank
  • Strong analytical, quantitative, and problem-solving skills with a track record of delivering actionable insights
  • Experience with investment valuation, financial modeling, and portfolio analytics
  • Excellent written and verbal communication skills
  • Ability to engage and influence stakeholders at all levels
  • Advanced proficiency in Excel, PowerPoint, and portfolio management systems
  • Ability to manage multiple priorities in a dynamic, fast-paced environment
  • MBA, CFA, or other relevant designation
  • Experience with data visualization tools such as Power BI

OMERS Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about OMERS and has not been reviewed or approved by OMERS.

  • Retirement Support Retirement benefits are positioned as a standout part of total rewards, anchored by a defined benefit pension that provides predictable lifetime income and includes survivor, disability, bridge, and inflation-protection features. The plan is often treated as materially more valuable than typical RRSP matching, despite requiring employee contributions.
  • Fair & Transparent Compensation Compensation is frequently characterized as fair or well-paid in certain roles, and the overall package is sometimes framed as “excellent compensation” when pay and benefits are considered together. Pay competitiveness appears strongest in investment-focused groups and in higher-cost markets.
  • Wellbeing & Lifestyle Benefits Non-pension benefits are described as strong in areas like wellness and mental health support, alongside lifestyle allowances and paid-time-off features. These elements add perceived value beyond base salary and bonus.

OMERS Insights

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The Company
HQ: Toronto
1,560 Employees
Year Founded: 1962

What We Do

Founded in 1962, OMERS is one of Canada’s largest defined benefit pension plans, with $133.6 CAD billion in net assets as of June 30, 2024. With employees in our offices in Toronto, London, New York, Amsterdam, Luxembourg, Singapore, Sydney and other major cities across North America and Europe, OMERS invests and administers pensions for over half a million active, deferred and retired employees of 1,000 municipalities, school boards, libraries, police and fire departments, and other local agencies in communities across Ontario

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