OMERS | Director, Global Equities - Financials

Responsibilities

• 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 Global Equities team manages fundamental public equity strategies on behalf of OMERS current and future retirees.
• Develop the investment strategy and framework, then launch and manage a global developed-market Financials sector portfolio.
• 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.
• Present and debate investment recommendations with the Canada portfolio manager and contribute to ongoing portfolio monitoring.

Preferred capabilities

• Expertise across major Financials subsectors and markets.
• Strong fundamental research, portfolio construction, and risk management capabilities; and.
• 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.
• Strong ownership and accountability, sound judgement, high self-awareness, and a collaborative, low-ego approach to working with a high-performing investment team.
• While AI assists us in our process, human judgment and decision-making remain central to our candidate experience.

OMERS

OMERS is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Established in 1962, OMERS is one of Canada's largest defined benefit pension plans offering employer-matched contributions."

Its finance, accounts, audit and tax openings in India are mostly in Toronto.

• Industry: BFSI / Investments / Insurance