Senior Business Analyst, Investment Data Operations

Are you looking to join a dynamic pension plan that embodies the strong values of its 600,000 members and is an industry leading global investor?    If so, we would love to tell you our story.
 
At OMERS we put our people first and are proud to embrace the diversity of thought and leadership that comes from having locations in Toronto, London, New York, Singapore, Sydney and other major cities across North America and Europe.  Our culture is truly one of a kind. We get stuff done, and have fun doing it!  We take great pride in contributing to the communities where we live with an ever-constant eye to the global investment markets.

The Sr. Business Analyst, Investment Data Operations primary focus within Capital Markets Finance is to ensure that all data management processes and controls are completed to ensure that timely and accurate data is available within the daily cycle of investments systems and ready to be used by business consumers.  The role requires strong analytical skills coupled with investment operations knowledge, data governance and stewardship.  The successful candidate will also be responsible for leading data initiatives to support new business requirements, data enhancements and solutioning for internal partners and stakeholders.  The Business Analyst will work closely with members of Finance Data and the Capital Markets business to deliver a ‘best-in-class’ data service and will play an important role to help OMERS Capital Markets achieve our data strategy.     

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 flexible hybrid work guideline requires teams to come to the office a minimum of 3+ days per week.

RESPONSIBILITIES

• Contribute towards advancing our data management capabilities, and to establish and sustain a mature data management discipline.

• Develop a strong understanding of the end-to-end data life cycle, from order entry, data sourcing, integration across systems, lineage and reporting.

• Perform business & data analysis in order to resolve data issues with vendors and Investment business areas.

• Provide support to enable and develop new data requirements and solutions for business partners and stakeholders.

• Documentation of operational processes, workflows, business process modelling and metadata cataloguing.

• Review and validation of security pricing/valuation for public and private investments.  Understanding of the valuation policy, methodologies and data quality.

• Participates in the investment systems upgrades including data conversion, testing and implementation.

• Share joint responsibility for enabling the project team to effectively execute work activities in order to achieve project goals and objectives.

• Develop a strong proficiency with applications being utilized for the Investment business (ie. CRD, Calypso, Eagle Pace).

• Develop and maintain an understanding of investment products and customer needs in order to respond quickly and accurately to questions and problems that arise.

• Develop effective working relationships with investment management and operations, custodians, auditors, system vendors and others in the industry.

• Help manage relationships with key internal stakeholders (Portfolio Management, Financial Reporting, Risk, and Compliance).

QUALIFICATIONS

• Knowledge of data management principles and practices.  Experience using a Master Data Management tool is an asset. 

• Knowledge of investment data domains, such as reference data, market data, risk analytics, etc.

• Knowledge of investment and risk analytics across asset classes.

• Experience working within an Investment operations environment, back and/or middle office and/or in an investment and financial systems administration, implementation and reporting.

• Highly analytical with strong problem-solving ability.

• Minimum education: Post secondary training in finance including University degree in Mathematics, Commerce & Finance or equivalent experience.  Completion of CFA and Canadian Securities Course an asset.

• Experience with or willingness to learn ODBC report writers such as Crystal, Access.   Experience with SQL queries is an asset.

• Working knowledge of MS Office including excel spreadsheets with real time links and access databases.

• Experience with Azure DevOps an asset.

• Data management certification preferred.   

DEMONSTRATE

• A people-first focus with a desire to develop meaningful, positive relationships across all levels of the organization.

• A team player with strong interpersonal and communication skills.

• Proactive and results oriented with good time management skills and the ability to work well under pressure and focus on multiple tasks concurrently.

• A sense of urgency, optimism, and a desire to deliver excellence.

• A desire to drive debate, to speak candidly and to listen empathetically.

• Strong orientation towards strategy and changes.

• Motivation with an ability to drive results.

#LI-HYBRID

Founded in 1962, OMERS is one of Canada’s largest defined benefit pension plans, with $128.6 CAD billion in net assets as of December 31, 2023. OMERS is a jointly-sponsored pension plan, with more than 1,000 participating employers ranging from large cities to local agencies, and over half a million active, deferred and retired members. OMERS members include union and non-union employees of municipalities, school boards, local boards, transit systems, electrical utilities, emergency services and children’s aid societies across Ontario. Contributions to the Plan are funded equally by members and employers. OMERS teams work in Toronto, London, New York, Amsterdam, Luxembourg, Singapore, Sydney and other major cities across North America and Europe – serving members and employers and originating and managing a diversified portfolio of high-quality investments in public markets, private equity, infrastructure and real estate. 

OMERS is committed to having a workforce that reflects the communities in which we live and work. We are an equal opportunity employer committed to a barrier-free recruitment and selection process. At OMERS inclusion and diversity means belonging. How we create a sense of belonging is through our employees and our vast network of Employee Resource Groups. Whether you are passionate about gender, pride, or visible minorities, we have groups that are focused on making a difference in all of our lives.