Business Analyst

The Lead, Investment Operations is responsible for overseeing and coordinating the day‑to‑day operational activities that support OMERS investment processes across a broad range of asset classes. This role ensures the accurate and timely processing, settlement, and reconciliation of investment transactions, while maintaining robust internal controls and adherence to industry best practices. The incumbent serves as a subject‑matter expert and escalation point for complex operational issues, partners closely with portfolio managers, traders, finance, risk, and technology teams, and drives process improvements to enhance operational efficiency and mitigate risk.

• Oversee and coordinate daily investment operations activities, including trade capture, settlement, reconciliation, cash management, corporate actions, and data validation for investment portfolios.
• Act as the primary escalation point for complex operational issues, providing subject‑matter expertise and ensuring prompt resolution to minimize business disruption.
• Collaborate with portfolio management, trading, risk, finance, and technology teams to support the full investment lifecycle and facilitate smooth operational workflows.
• Ensure all investment transactions are processed accurately and in compliance with internal controls, regulatory requirements, and industry standards.
• Identify and implement opportunities for process automation, standardization, and operational efficiency.
• Lead and participate in system upgrades, platform implementations, and integration projects to support evolving business needs.
• Maintain and enhance operational policies, procedures, and documentation to support business continuity, training, and audit requirements.
• Monitor and report on key operational metrics, highlighting trends, risks, and areas for improvement to management.
• Support the onboarding of new products, asset classes, and business initiatives from an operational perspective.
• Mentor and provide guidance to junior team members, fostering a culture of collaboration, professionalism, and continuous improvement.
• Stay current with industry trends, regulatory changes, and best practices in investment operations.

• Bachelor's degree in Finance, Accounting, Business, or a related field; advanced designation (CFA, CPA) is an asset.
• Minimum 5 years of progressive experience in investment operations, middle office, or trade support within capital markets or asset management.
• Strong knowledge of investment products (equities, fixed income, derivatives, FX) and trade lifecycle processes.
• Experience with investment operations systems (e.g., Calypso, Eagle, Bloomberg, Aladdin) and proficiency with Excel and data management tools.
• Proven ability to manage multiple priorities and deliver results in a dynamic, fast‑paced environment.
• Excellent analytical, problem‑solving, and organizational skills with strong attention to detail.
• Strong written and verbal communication skills, with the ability to work effectively with stakeholders at all levels.
• Experience leading or mentoring team members is preferred.
• Commitment to professionalism, internal controls, and continuous improvement.

Expected salary range: $86,000.00 – $ per year, prorated based on the term of the contract.

Benefits may include an annual Incentive Award pursuant to our Short‑term Incentive plan and our Long‑Term Incentive plan (if applicable), as well as participation in group benefits and retirement plans. Details on these elements of compensation are included within the offer letters.

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.