
Student, Performance Reporting & Attribution (Winter 2026, 4 Months)
- Toronto, ON
- Permanent
- Full-time
- Validate and review performance results at the Capital Markets Global Credit business unit, strategy and asset class levels. Perform daily attribution analysis for Fixed Income from various perspectives to identify the key drivers of the investment performance.
- Identify data quality issues or performance anomalies and assist in root-cause investigation.
- Prepare compelling communications, PowerPoint presentations and Power BI dashboards to report key performance results to multiple levels of the organization including senior leadership.
- Help to lead the team’s adoption of digital delivery for portfolio insights and reporting.
- Add value by driving in-depth insights and analysis through well-defined reporting to Senior Management.
- Monitor portfolio compliance against defined internal investment guidelines and external regulatory policies.
- Establish trusted relationships with colleagues in Capital Markets, Total Portfolio Management, Risk and Finance departments to understand new product developments, strategies, policies and other activities.
- Stay current on financial market developments and trends including their impact on the Capital Markets balance sheet and investment performance.
- Maintain up-to-date knowledge of industry standards in the performance reporting field (GIPS).
- Identify and implement process improvement opportunities and automation solutions to enhance the efficiency of day-to-day tasks.
- Lead or contribute to new team projects and department initiatives.
- Contribute to culture-enhancing initiatives within the broader Capital Markets Finance team, including both social and educational elements.
- Currently pursuing a bachelor’s degree in Business, Mathematics, Engineering, or another relevant field.
- Strong understanding of capital markets products, especially fixed income securities.
- Interest in financial analysis or investment reporting. Experience with investment performance and risk for institutional portfolios is an asset.
- Experience creating systematic solutions with data, including SQL.
- Experience developing dashboards and information solutions with Power BI.
- An understanding of investment products including bonds, equities, derivatives, and alternative investments
- Demonstrated ability to perform complex, insight-driven analysis and work with large data sets, including strong excel skills.
- Strong attention to detail, highly organized and keen to learn.
- Demonstrated ability to identify and implement process enhancements to ensure that activities are completed in an efficient manner that adds value to the enterprise.
- Strong team player with a positive attitude, willingness to help colleagues and “go the extra mile.”
- Excellent communication skills (written and verbal) and interpersonal skills.
- 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.
- Opportunity to be part of the student community at OMERS & Oxford
- An orientation program to set you up for success during your work term!