Advisor, Investment Finance, Analytics Support

PSP Investments; Montreal; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

Join a forward-thinking organization as an Advisor in Investment Finance, where your analytical skills will drive impactful financial reporting and insights. You will play a key role in developing automated reporting models and dashboards, enhancing the accuracy and efficiency of finance operations. This position offers a unique opportunity to collaborate with diverse teams and contribute to strategic decision-making in a dynamic environment. With a commitment to professional growth and a culture that embraces diversity, this role is perfect for someone looking to make a significant impact in the financial sector while enjoying a range of competitive benefits and a hybrid work model.

Benefits

Comprehensive group insurance plans

Competitive pension plans

Unlimited virtual healthcare services

Wellness programs

Gender-inclusive paid family leave policy

Personalized family-building support

Vacation days available on day one

Summer Friday afternoons off

Investment in career development

Hybrid work model

Qualifications

• 7+ years of experience in financial industry or asset management.
• Strong communication skills to translate financial concepts.

Responsibilities

• Design and automate reporting models and dashboards for finance.
• Lead work sessions to clarify business needs and improve reporting.

Skills

Financial Data Analysis

Communication Skills

Python

SQL

Power BI

Bilingualism (English and French)

Education

Bachelor's degree in Computer Science

Bachelor's degree in Finance

Bachelor's degree in Accounting

Tools

Power BI

Excel VBA

Job description

ABOUT US

We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as of March 31, 2024.

We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. 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, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.

EXPERIENCE THE EDGE

At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an inclusive work environment where diversity is embraced.

ABOUT THE TEAM

We are seeking an Advisor, Investment Finance, Analytics Support who will assume a leading role in the development of data, analysis and reporting for Investment Finance teams. The incumbent will analyze complex firm-wide data and develops narratives and visuals to support the “storytelling” and the different reporting views of the portfolios. The incumbent will be called upon to participate and to animate work sessions with the users, in order to clarify the business needs.

ABOUT YOUR ROLE

As an Advisor reporting to the Director, Investment Finance, Analytics Support, you will:

Reporting

1. Significant contributor to the evolution of the Finance reporting platform
2. Design, create and automate quality reporting models and story-telling dashboards (with Power BI) in order to facilitate consistent portfolio management reporting
3. Recommend and implement improvements to increase accuracy, efficiency and productivity of Finance reporting (at the system, data, operation and procedural levels)
4. Assist in leading work sessions with various teams, develop portfolio views and have a broad vision of the Finance analyses
5. Provide governance for reporting (reports production, construction, consistency, user understanding) and anticipate changes
6. Support the current and future financial information and management reports by ensuring accurate data collection, thorough analysis, and timely dissemination of insights

Business Operations

1. Actively participate in the daily run and month-end process to support the production of the management reports and Power BI dashboards
2. Act as a business subject matter expert and actively participate to the end-to-end delivery cycle of the solutions to ensure optimal coordination and effective execution (i.e. collecting business needs, performing business analysis, providing guidance/orientations to the technical delivery teams, testing the solution and providing training)
3. Provide strategic guidance and support for the continuous improvements of the reporting requirements and business processes through the use of python scripts and/or excel VBA
4. Coordinate collaboration between IT teams and Finance to facilitate results and efficiency gains
5. Prepare adequate documentation on procedures, methodologies, process and controls for operational support
6. Provide leadership skills by coaching and supporting team members

WHAT YOU’LL NEED

1. Bachelor’s degree in computer science, finance, accounting or equivalent
2. Minimum of seven (7) years of experience in a large organization, preferably in the financial industry and/or in asset management
3. Experience in using financial data from investments and financial reports
4. Knowledge of Power BI or other visualization tool
5. Advanced knowledge of any programming language (SQL, Python, etc.)
6. Good understanding of operations related to Private Market investments, an asset
7. CFA designation, an asset
8. Strong communication and presentation skills with the ability to translate financial concepts into business stories
9. 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:

1. Investment in career development
2. Comprehensive group insurance plans
3. Competitive pension plans
4. Unlimited access to virtual healthcare services and wellness programs
5. Gender-inclusive paid family leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers
6. A personalized family-building support, from pre-pregnancy to menopause, with available financial assistance
7. Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off
8. A hybrid work model with a mix of in-office and remote days

At PSP, we aim to provide an inclusive workplace where we leverage diversity and 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/

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