Director, Portfolio Management & Operations, Infrastructure
OMERS Ventures
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Reporting to the Senior Managing Director, Portfolio Management & Operations, the Director, Portfolio Management & Operations will have global responsibility for developing and managing OMERS Infrastructure strategy including thematic research, capital allocation, market and peer group analysis, across the Infrastructure portfolio.
You will be responsible for:
- Leading the annual planning process – Ops plan in partnership with investment finance and Total Portfolio Management (TPM)
- Developing the 5 year plan for returns, capital rotation, deployment with the Investment Management committee
- Advancing the OMERS Infrastructure strategy, including analyzing tracking performance against the plan, identifying business risks, tracking & reporting on financial returns, and developing metrics to track progress against the strategy
- Developing monthly & quarterly scorecards / performance tracking
- Leading research, analysis, reporting and execution of select strategic initiatives, including forward-looking thematic research, maintaining and developing a capital allocation framework (including detailed financial analysis)
- Monitor the external landscape to identify trends, threats, and opportunities for long-term competitive advantage.
- Partner with regional teams, as needed, to provide financial strategy advice and support in areas of valuation models, financial planning & analysis, and financial functions and processes
- Working with the technology team to advance OMERS Infrastructure’s strategy with respect to leveraging portfolio data for efficiencies and insights, modeling, and integrating various reporting components from multiple data sources;
- Developing executive-level dashboards (with refreshed data on a monthly, quarterly and annual basis) to monitor progress against the OMERS Infrastructure strategy;
- Collaborating across the OMERS infrastructure team and across the OMERS enterprise more broadly by building relationships and identifying opportunities to leverage knowledge and expertise to add value;
- Undertaking detailed financial analysis, including portfolio analysis around macroeconomic factors, concentration risk, various capital allocation decisions;
- Preparing reports, presentations and various materials for discussion at the executive level;
- Seeking efficiencies in existing processes and execution of process improvement initiatives where possible;
- Other special projects and ad-hoc analysis as required
Qualifications:
- Minimum of 10 years of experience in strategy roles, including time in a top-tier consulting firm and/or leadership within investment management, financial services, ideally within the infrastructure space.
- Undergraduate degree in business, accounting, or related discipline. Post graduate degree, such as an MBA, and professional designations, such as CFA and CPA are an asset.
- Experience leading finance teams, overseeing budgets, finance operations and complex financial reports with the ability to influence and engage senior stakeholders, including the Investment Management Committee.
- Strong interpersonal and relationship-building capabilities; able to work across diverse teams and functions with credibility and empathy.
- Microsoft PowerBI and advanced Excel skills with the ability to learn quickly;
- Exposure to innovation and strategic-oriented programs that manage concepts from inception through proof of concept and into execution;
- Excellent project management skills and the ability to work under pressure and manage high priority strategic projects with multiple or competing deadlines;
- Demonstrated flexibility in dealing with change, and adversity in a fast-paced environment;
- Proven ability to communicate and synthesize complex ideas or large amounts of data into simple, concise presentations, dashboards, modelling and analyses at the executive level;
- An exceptionally strong work ethic and a high level of analytical capabilities and attention to detail
As one of Canada’s largest defined benefit pension plans, our people-first culture is at its best when our workforce reflects the communities where we live and work — and the members we proudly serve.
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. This sense of belonging and connection is cultivated up, down and across our global organization thanks to our vast network of Employee Resource Groups with executive leader sponsorship, our Purpose@Work committee and employee recognition programs.