Portfolio Analyst (Associate) / Senior Portfolio Analyst (Senior Associate) - Global Credit

Posted 2 Days Ago
Be an Early Applicant
Toronto, ON, CAN
In-Office
100K-150K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Support private credit portfolio analytics, reporting, reconciliation and data management. Source, validate and reconcile investment and performance data, build automated workflows and dashboards (Python, SQL, Power BI), resolve data/system issues with stakeholders, and produce executive-ready analysis and presentations to support investment decision-making and portfolio monitoring.
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.


OMERS Alternative Investments, part of OMERS Global Credit, manages a scaled private credit portfolio across direct lending, strategic partnerships, and other alternative private credit strategies. As the platform grows, there is an increasing need for robust investment data, analytics, reporting, and operational infrastructure to support front-office decision making and portfolio management. 

 

We are seeking a highly motivated and analytically minded individual to join our team in a newly created position at the Analyst (Associate) or Senior Analyst (Senior Associate) level. This individual will operate at the intersection of investing, portfolio analytics, and operational execution, helping to enhance the team’s reporting capabilities and data intelligence. The successful candidate will work closely with investment professionals, finance, operations, and technology teams to support the evolving analytical and reporting needs of the private credit program. 

 

This role operates at the intersection of investing and data operations, translating complex data into executive-facing analysis and reporting; will take ownership of the design and enhancement of portfolio analytics, reporting frameworks, and investment decision-support tools across a growing private credit platform; and will be fully embedded in investment team and deal lifecycle, including investment diligence, onboarding, portfolio monitoring and performance monitoring. 

 

You will be responsible for 

  • Portfolio analytics, reporting and reconciliation: Support the production, validation and delivery of investment performance, portfolio characteristics, analytics and related reporting outputs 

  • Support the investment data management function by sourcing, validating, and maintaining investment and performance data from internal and external sources to support reporting initiatives 

  • Act as the primary bridge between the Investment team and key external stakeholders across Data & Technology, Risk, Finance and Operations to resolve complex data and system issues, improve data quality, and enhance reporting infrastructure across the private credit platform 

  • Lead data validation and quality control processes by reconciling accounting, holdings, performance, and analytics data, investigating discrepancies and exceptions, and coordinating solutions with stakeholders 

  • Design, build, and maintain automated workflows using Python, SQL, and related tools to improve the efficiency, scalability, and reliability of reporting, reconciliation, and monitoring processes 

  • Develop and enhance dashboards, reporting tools, and self-service analytics solutions that improve transparency into portfolio performance while ensuring that insights are accurate and actionable 

  • Produce executive-ready presentations and analytical materials that synthesize complex investment, valuation, and performance information into clear insights, and decision-support content for senior stakeholders 

Required Skills:  

  • 2+ years of experience in portfolio analytics, investment operations, performance measurement, finance, accounting, or consulting 

  • Bachelor's degree in Finance, Accounting, Economics, Engineering, Mathematics, Business, or a related discipline 

  • Strong communication and stakeholder management skills, with the ability to translate complex data, analytics, and technical concepts into clear business insights, while effectively translating business requirements into technical specifications, data models, and reporting solutions 

  • Highly detail-oriented with strong organizational skills and the ability to manage competing priorities in a fast-paced environment 

  • Demonstrated problem-solving capabilities with experience investigating data discrepancies, identifying root causes, and implementing scalable solutions 

  • Self-starter with a proactive mindset, capable of operating independently and navigating ambiguity in a dynamic and evolving environment 

 

Preferred Skills:  

  • Advanced proficiency in Power BI, including data modeling, DAX, and dashboard development. Strong proficiency in Excel, eFront / Aladdin, Bloomberg at minimum Preference for candidates with strong data visualization skills, and ability to produce institutional-quality reporting dashboards and presentation materials 

  • Practical experience with SQL and Python (or a comparable programming language) for automation, data manipulation, reporting or workflow improvement  

 

 

  

This posting is for an existing vacancy.
The expected salary range for the Analyst position is $100,000-130,000 per year.
The expected salary range for the Senior Analyst position is $120,000-150,000 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

  • 2+ years of experience in portfolio analytics, investment operations, performance measurement, finance, accounting, or consulting
  • Bachelor's degree in Finance, Accounting, Economics, Engineering, Mathematics, Business, or related discipline
  • Strong communication and stakeholder management skills, able to translate technical concepts into business insights
  • Highly detail-oriented with strong organizational skills and ability to manage competing priorities
  • Demonstrated problem-solving capabilities investigating data discrepancies, identifying root causes, and implementing scalable solutions
  • Self-starter with a proactive mindset, able to operate independently and navigate ambiguity
  • Advanced proficiency in Power BI (data modeling, DAX, dashboard development)
  • Strong proficiency in Excel
  • Experience with eFront, Aladdin, Bloomberg
  • Practical experience with SQL and Python (or comparable programming language) for automation and data manipulation

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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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

Similar Jobs

Ericsson Logo Ericsson

Architect

Cloud • Information Technology • Internet of Things • Machine Learning • Software • Cybersecurity • Infrastructure as a Service (IaaS)
Hybrid
Mississauga, ON, CAN
88000 Employees
130K-170K Annually

UL Solutions Logo UL Solutions

Technical Sales Specialist - BESS and Microgrid Software Solutions

Automotive • Professional Services • Software • Consulting • Energy • Chemical • Renewable Energy
Hybrid
Toronto, ON, CAN
15000 Employees
85K-113K Annually

Magna International Logo Magna International

Process Technician - EPP

Automotive • Hardware • Robotics • Software • Transportation • Manufacturing
Hybrid
Guelph, ON, CAN
171000 Employees
31-34 Hourly

Magna International Logo Magna International

Systems Analyst

Automotive • Hardware • Robotics • Software • Transportation • Manufacturing
Hybrid
Guelph, ON, CAN
171000 Employees
90K-113K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account