Senior Manager, Performance Reporting and Attribution

Role Overview

Reporting to the Director, Performance, Reporting & Attribution, the Senior Manager will lead the Investment Finance & Operations team in Toronto and drive a world‑class, people‑focused culture that prioritises professional growth and long‑term success.

Key Responsibilities

• 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 digitised 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, prioritise, 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.

Required Qualifications

• 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 is preferred; CPA is also valued).
• Strong understanding of investment products including bonds, equities, derivatives, private equity, real estate, infrastructure and related performance measurement standards and 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 written and verbal communication skills 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 organised, detail‑oriented, and motivated to connect the dots.
• 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.”

Benefits and Compensation

• Salary range: $122,000.00 – $188,000.00 per year, plus an annual Incentive Award pursuant to our Short‑term Incentive plan and Long‑Term Incentive plan.
• Group benefits and retirement plans, details included in OMERS & Oxford offer letters.
• Work in a supportive, growth‑oriented culture with continuous learning, networking, mentorship and coaching opportunities.

This posting is for an existing vacancy.

We are an equal opportunity employer committed to an inclusive, barrier‑free recruitment and selection process that extends the entire employee experience.

Artificial Intelligence tools are used to support certain stages of the OMERS recruitment process; human judgement remains central to the candidate experience.