Director, Global Equities - Financials

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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.

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.

Artificial intelligence (AI) tools are used to support certain stages of the OMERS recruitment process. While AI assists us in our process, human judgment and decision-making remain central to our candidate experience.