Senior Manager, Performance Reporting and Attribution

Reposted Yesterday
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Toronto, ON, CAN
In-Office
122K-188K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Lead performance reporting and attribution for investment finance and operations, ensuring accuracy and timeliness while driving process improvements and insights.
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.


Reporting to the Director, Performance, Reporting & Attribution, we are looking for a highly motivated Senior Manager to join our Investment Finance & Operations team in Toronto. This individual will play a key leadership role in building a world-class, winning culture that prioritizes people development and focuses on long-term growth. This role carries direct accountability for the accuracy, completeness, and timeliness of published performance results — the authoritative numbers that Capital Markets leadership and Total Portfolio Management rely on daily.

Our team is responsible for the performance measurement, attribution, reporting and analytics 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.

As a member of this team, you will:

  • Own end-to-end production and sign off of daily performance and attribution reporting at the business unit, strategy, and asset class levels across Capital Markets portfolios, with direct accountability for accuracy, completeness, and on-time delivery to downstream stakeholders.

  • 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:

  • Minimum of 8 years of experience in a senior investment performance and attribution role with strong investment product knowledge, including 3–5 years of people leadership and stakeholder management experience.

  • 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

  • Demonstrated experience owning a daily production cycle for performance results in a multi-asset or multi-strategy environment, with a zero-tolerance standard for errors in published figures.

  • 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.”

What’s in it for you:

  • Work with Capital Markets subject matter experts in a dynamic, fast-paced environment.

  • Be part of a supportive team with a winning culture that prioritizes your growth and development.

  • Continuous learning across different areas of the business.

  • Networking and educational sessions with different leaders across the business.

  • Mentorship and coaching opportunities from senior leaders at OMERS.

  

This posting is for an existing vacancy.
The expected salary range for this position is $122,000.00 - $188,000.00 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

  • Minimum 8 years of experience in senior investment performance and attribution
  • 3-5 years of people leadership and stakeholder management experience
  • Bachelor's degree in Business, Mathematics, Engineering, or related discipline
  • Professional designation (CFA or CIPM preferred; CPA valued)
  • Strong understanding of investment products, performance measurement standards, and benchmark practices
  • Experience in owning a daily production cycle for performance results
  • Excellent communication and interpersonal skills
  • Managing a team in an investment reporting environment
  • Expert level technical skills using Microsoft Excel and PowerPoint
  • Knowledge of Power BI, Microsoft SQL Server, Microsoft Co-Pilot
  • Familiarity with Bloomberg PORT is an asset

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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