Portfolio Analyst, Global Equities

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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.

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OMERS Capital Markets is seeking a Portfolio Analyst to join our Global Equities team in Toronto. The ideal candidate will demonstrate a strong interest in portfolio construction and risk management, along with a solid understanding of fundamental equity research and investing. The candidate will bring intellectual curiosity about businesses, financial markets, and asset allocation strategies. A strong academic foundation will be complemented with early-career experience in portfolio analytics, capital markets, or investment-related roles.

The OMERS Capital Markets Global Equities team currently manages $15 billion on behalf of OMERS current and future retirees. Using a bottom-up, research-driven approach, we seek attractive investment opportunities in the public equity markets that align with our quality-focused mandate.

As a member of the Global Equities team, you will:

• Provide thought leadership on best-in-class tools and processes, driving continuous improvements in portfolio construction, research, and decision-making.
• Collaborate with PMs, Portfolio Analytics, Risk, Data & Technology, and Operations to enhance portfolio analysis tools, dashboards, and reporting capabilities.
• Support data management to ensure the integrity and quality of investment and operational workflows.
• Lead and contribute to technology-driven projects, including AI implementation in the investment process and participation in cross-entity initiatives.
• Assist PMs with portfolio construction enhancements, trade execution, monitoring of portfolio risk, and generating reports and insights on portfolio positioning.
• Conduct research on bespoke portfolio construction queries, macro trends, and cross-sectoral themes, supporting both the Research team and PMs.
• Prepare sector-specific and portfolio-related presentations and actively participate in portfolio review meetings.

Qualifications and abilities:

• 3-5 years of relevant experience in investment research, portfolio construction, or related roles in capital markets, equity research, or investment banking.
• University degree in Business, Finance, or Economics. A CFA designation (Level 1 to Level 3) is strongly preferred.
• Working knowledge of portfolio construction principles, risk metrics, and asset management.
• Proficiency in financial modeling and analytical tools; experience with Microsoft Office, Bloomberg, Python/VBA, and portfolio management software is an asset.
• Demonstrated ability to assess risk, synthesize complex information, and provide actionable insights.
• Intellectual curiosity, a commitment to continuous learning, and a strong interest in investing and portfolio management.
• High attention to detail, paired with the ability to maintain a big-picture perspective.
• Strong communication skills, with the ability to effectively articulate portfolio and risk-related insights.
• A collaborative team player who contributes to a positive, high-performance culture.

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.