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