Job title: Business Analyst

Role Summary
 

This role reports into the Portfolio Servicing Platform team and supports the daily operational activities that enable accurate, timely, and efficient trade processing and settlement across OMERS investment portfolios.

This position ensures the integrity of trade data, facilitates smooth transaction flows, and supports investment teams through reliable operational and system processes. The role partners closely with portfolio managers, traders, custodians, and internal finance and technology teams, while contributing to system enhancements, process improvements, and new product initiatives.

You will be responsible for:
 

• Participate in Agile and Waterfall projects related to Portfolio Servicing Platform enhancements and integrations

• Support the Platform Owner in managing backlog, roadmap, and prioritization

• Lead business analysis across the full project lifecycle

• Collaborate with stakeholders to gather and document requirements

• Ensure project scope, deliverables, and timelines are clearly defined

• Design and develop reporting and dashboards (SQL, Power BI, SSRS)

• Define and execute testing strategies including integration and performance testing

• Support change management activities including training and communications

• Partner with technology teams on enhancements and system upgrades

• Develop and maintain documentation and knowledge base content

• Analyze issues, identify root causes, and recommend solutions

• Provide recommendations to improve BA practices and delivery

• Build strong stakeholder relationships and foster collaboration

Required Skills
 

• 1–3 years experience in business analysis supporting investment systems

• Strong analytical skills with SQL and Excel

• Experience with requirements gathering, process mapping, and user stories

• Experience with tools such as Azure DevOps, Visio, Power BI

• Knowledge of investment lifecycle (exchange-traded and OTC products)

• Strong attention to detail and end-to-end process understanding

• Strong communication and stakeholder management skills

• Ability to work in fast-paced, collaborative environments

Preferred Skills
 

• Bachelor’s degree in a related field (CS, Finance, Engineering, etc.)

• CPA or CFA (completed or in progress)

• Certifications in BA, Change Management, or Project Management

• Experience with investment platforms (e.g., Calypso, SimCorp, Aladdin)

• Experience with advanced reporting and analytics

• Growth mindset and openness to continuous improvement

• Ability to handle ambiguity and competing priorities

• Strong sense of ownership and delivery excellence

We believe that time together in the office is important for OMERS and Oxford. Our flexible hybrid work guideline requires teams to come to the office for a minimum of 4 days per week.

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.