Advisor, Business Operations Servicing and Enablement

PSP’s Private Debt & Credit Investment (PDCI) group; Montreal; Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Career development

Insurance plans

Pension plans

Virtual healthcare

Family leave

Family-building support

Vacation days

Hybrid work

Relocation option

Job summary

PSP Investments in Montreal seeks an Advisor, Business Operations Servicing and Enablement to partner with business, data and technology teams. You’ll guide operational processes, support SimCorp One and other platforms, and drive readiness, testing, and incident resolution across Public and Private Markets.

You’ll translate operational needs into clear requirements, document procedures, and contribute to continuous improvements, with a bilingual English/French context and a four-day-in-office

Qualifications

• Bachelor’s degree in finance, business administration, information systems or another relevant field.
• Minimum of five (5) years of relevant experience in investment operations, investment systems, data operations, or related financial services functions.
• Strong understanding of investment operations, including trade lifecycle, reference data, settlement, counterparty and collateral data, and system dependencies.
• Experience supporting system implementations, migrations, or transformation initiatives, preferably involving SimCorp One, Bloomberg AIM, SWIFT, Bottomline, or similar investment platforms.
• Strong documentation, communication and coordination skills, including the ability to translate operational needs into clear requirements and actionable follow-ups.
• Advanced proficiency with Microsoft Office tools; experience with data files, system extracts, runbooks, operational dashboards or SQL-based analysis is an asset.
• Bilingualism: English and French (frequent interactions in English with PSP employees based in our offices in Hong Kong, London and New York, and interactions in French with employees in our local offices in Montreal and Ottawa)

Responsibilities

• Provide operational guidance on business processes, system behavior, dependencies, and impacts
• Contribute to process improvements by identifying opportunities to simplify, standardize, and automate operational processes
• Provide operational support for investment platforms, including daily production activities, incident resolution, business initiatives, and platform enhancements
• Coordinate operational readiness, migration, and transition activities to support the successful integration of changes into day-to-day operations
• Support the implementation and evolution of investment platforms, including business requirements, operational impacts, testing, readiness, and user support
• Analyze complex operational issues, identify practical solutions, and coordinate resolution with business, technology, project teams, and vendors
• Support production processes and operational chains, including monitoring, incident management, escalations, and continuous improvement of support practices
• Collaborate with business, technology, data teams, and service providers to support operational needs across Public Markets, Private Markets, Performance, Accounting, and other downstream consumers
• Prepare and maintain operational documentation, including procedures, support models, runbooks, knowledge articles, transition materials, and issue logs to support business continuity and operational excellence

Skills

Operational guidance

Process improvement

System support

Incident resolution

Documentation

Cross-functional collaboration

Bilingual English/French

Education

Bachelor’s degree in finance, business administration or information systems

Tools

SimCorp One

Bloomberg AIM

SWIFT

Bottomline

Job description

ABOUT US

We’re one of Canada’s largest pension investors, with CAD$320.6 billion of net assets as of March 31, 2026. We invest funds for thepension plans of thefederalpublicservice, the Canadian Forces, theRoyal Canadian Mounted Police andthe ReserveForce. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong. Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world’s top companies. At PSP Investments, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.

ABOUT THE TEAM

Business Operations Servicing and Enablement (BOSE) serves as the bridge between business operations, data, and technology. The team enables the effective consumption and operationalization of investment platforms and business capabilities by providing operational support, process guidance, incident coordination, stakeholder enablement, and operational readiness services.

Reporting to the Director, Business Operations Servicing and Enablement, the role acts as a trusted partner to business and technology stakeholders, helping ensure that operational processes, support models, and business capabilities are effectively implemented, supported, and continuously improved throughout their lifecycle.

ABOUT YOUR ROLE

As an Advisor, Business Operations Servicing and Enablement, you’ll:

• Provide operational guidance on business processes, system behavior, dependencies, and impacts
• Contribute to process improvements by identifying opportunities to simplify, standardize, and automate operational processes
• Provide operational support for SimCorp One and other investment platforms, including daily production activities, incident resolution, business initiatives, and platform enhancements
• Coordinate operational readiness, migration, and transition activities to support the successful integration of changes into day-to-day operations
• Support the implementation and evolution of SimCorp One and other investment platforms, including business requirements, operational impacts, testing, readiness, and user support
• Analyze complex operational issues, identify practical solutions, and coordinate resolution with business, technology, project teams, and vendors
• Support production processes and operational chains, including monitoring, incident management, escalations, and continuous improvement of support practices
• Collaborate with business, technology, data teams, and service providers to support operational needs across Public Markets, Private Markets, Performance, Accounting, and other downstream consumers
• Prepare and maintain operational documentation, including procedures, support models, runbooks, knowledge articles, transition materials, and issue logs to support business continuity and operational excellence

WHAT YOU’LL NEED

• Bachelor’s degree in finance, business administration, information systems or another relevant field
• Minimum of five (5) years of relevant experience in investment operations, investment systems, data operations, or related financial services functions
• Strong understanding of investment operations, including trade lifecycle, reference data, settlement, counterparty and collateral data, and system dependencies
• Experience supporting system implementations, migrations, or transformation initiatives, preferably involving SimCorp One, Bloomberg AIM, SWIFT, Bottomline, or similar investment platforms
• Strong documentation, communication and coordination skills, including the ability to translate operational needs into clear requirements and actionable follow-ups
• Advanced proficiency with Microsoft Office tools; experience with data files, system extracts, runbooks, operational dashboards or SQL-based analysis is an asset
• Bilingualism: English and French (frequent interactions in English with PSP employees based in our offices in Hong Kong, London and New York, and interactions in French with employees in our local offices in Montreal and Ottawa)

We offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to:

• Investment in career development
• Comprehensive group insurance plans
• Competitive pension plans
• Unlimited access to virtual healthcare services and wellness programs
• Gender-inclusive paid family leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers
• A personalized family-building support, from pre-pregnancy to menopause, with available financial assistance
• Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off
• A hybrid work model that includes four in-office days, Monday through Thursday
• The opportunity to work temporarily from another location in accordance with the applicable policy

*Benefits package may vary based on your employee type.

At PSP Investments, we aim to provide a workplace where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know.

Visit us on www.investpsp.com/en/ Follow us on LinkedIn #LI-AO1

If you are having difficulty applying, you can reach us at [e-mail]

We’re one of Canada’s largest pension investment managers, with CAD$320.6 billion of net assets. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. We are committed to fostering an environment where experiences and learning opportunities provide you with the platform to grow.