Full Job Description
OMERS is seeking a Director to join our Global Equities team in Toronto, focused on the Financials sector. The role has dual responsibility: developing, launching, and managing a global developed-market Financials equity portfolio; and serving as the team's lead analyst on Canadian Financials, providing research and investment recommendations to the Canada portfolio manager.
The successful candidate will bring:
• Expertise across major Financials subsectors and markets;
• Strong fundamental research, portfolio construction, and risk management capabilities; and
• Sound investment judgement.
The Global Equities team manages fundamental public equity strategies on behalf of OMERS current and future retirees. Using a bottom-up research approach, we seek attractive investment opportunities in public equity markets with the objective of delivering strong long-term investment performance.
You will be responsible for:
• Develop the investment strategy and framework, then launch and manage a global developed-market Financials sector portfolio.
• Construct and actively manage the portfolio across Financials subsectors and developed markets, including security selection, position sizing, and risk management.
• Monitor investment theses and portfolio positioning as company fundamentals, valuations, industry conditions, and macroeconomic and regulatory factors evolve.
• Evaluate portfolio performance and attribution, and present strategy, positioning, and risk analysis to the Global Equities team.
• Maintain productive relationships with corporate management teams and other market participants to support investment decisions
• Contribute as a senior member of the Global Equities team, sharing expertise, mentoring junior investors, and supporting the development of investment frameworks and processes.
• Serve as the team's lead analyst on Canadian Financials, identifying, researching, and recommending investment opportunities to the Canada portfolio manager.
• Conduct in-depth company and industry analysis, incorporating fundamental, valuation, macroeconomic, regulatory, and competitive factors.
• Build and maintain financial models, valuations, and investment theses, leveraging data, technology, and AI-enabled tools to enhance research and update views as new information emerges.
• Apply independent investment judgement to assess expected returns, risk/reward, catalysts, and factors that could change an investment thesis.
• Present and debate investment recommendations with the Canada portfolio manager and contribute to ongoing portfolio monitoring.
Required Capabilities:
• 10+ years of fundamental public-equity investment experience, with deep Financials expertise and demonstrated portfolio-management experience in an institutional or asset-management environment.
• Broad knowledge of Financials businesses across major subsectors and markets, including business models, regulatory frameworks, and industry economics.
• Demonstrated ability to generate differentiated investment insights, exercise independent judgement, challenge consensus views, and translate fundamental research into successful investment decisions and portfolio outcomes.
• Strong portfolio construction, risk management, financial modelling, accounting, and valuation skills.
• Exceptional written and verbal communication skills, with the ability to articulate clear and persuasive investment arguments.
• Strong ownership and accountability, sound judgement, high self-awareness, and a collaborative, low-ego approach to working with a high-performing investment team.
• A strong academic background and proficiency in Excel and Bloomberg.
Preferred Capabilities:
• CFA designation or post-secondary education is an asset
This posting is for an existing vacancy.
