Advisor, Operational Due Diligence

PSP Investments | Investissements PSP; Montreal (administrative region); Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Comprehensive group insurance plans

Unlimited virtual healthcare access

Gender-inclusive paid family leave

Career development investment

Job summary

PSP Investments | Investissements PSP is seeking an Advisor, Operational Due Diligence in Montreal to support ODD efforts across public and private markets. You will conduct reviews, monitor processes, and enhance efficiencies while collaborating with stakeholders.

Ideal candidates will possess a university degree in accounting or finance and a minimum of seven years in audit or compliance, with strong bilingual communication skills. A hybrid work model and comprehensive benefits are included.

Qualifications

• Minimum 7 years in audit or compliance.
• 3 years in operational due diligence.
• Understanding of financial instruments and services.

Responsibilities

• Conduct operational due diligence reviews of external managers.
• Evaluate financial and accounting processes.
• Proactively identify risks and recommend actions.

Skills

Audit experience

Operational due diligence

Financial analysis

Risk Management

Bilingual (English and French)

Education

University degree in accounting or finance

Job description

About Us

We’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025. 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 Investments, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.

About Your Role

The Advisor, Operational Due Diligence will provide support in operational due diligence (“ODD”) efforts of external managers in public and private markets by conducting monitoring activities, focused analysis and operational due diligence reviews.

• Participate in operational due diligence reviews of external managers/partners across all asset classes under ODD scope, ensuring quality, consistency and alignment with the ODD framework
• Contribute to the oversight of processes, procedures and controls as well as technology platforms and third‑party service providers associated with ODD
• Drive the enhancement, redesign of process and/or framework, technology, roles and responsibilities that would enhance efficiency and effectiveness of the core activities
• Contribute in the development of data, metrics that deliver meaningful insights and information
• Proactively identify, escalate, and recommend remediation for issues and matters that may impact the risk posture of external manager relationships, engaging senior ODD team members as needed
• Build and maintain strong relationships and share information with stakeholders and business partners
• Apply the ODD framework, review, analyze and assess due diligence questionnaires and supporting documentation
• Coordinate, conduct or participate in operational due diligence reviews of external managers
• Evaluate accounting, financial and reporting processes and controls (segregation of duties, cash management, valuation practices, trading errors, expense recharges, outsourcing, etc.)
• Write and/or review due diligence reports containing comprehensive information and analyses related to the operational environment and operational risks
• Participate in ongoing monitoring of external managers
• Brief and advise stakeholders on findings/recommendations, as needed
• Keep abreast of compliance, operational due diligence and regulatory initiatives globally and develop sufficient expertise to evaluate and challenge third parties’ practices
• Ensure and continuously improve procedures, workflows, checklists are in place and up to date for core activities; ensure controls are performed according to corporate procedures

What You’ll Need

• University degree in accounting, finance, or a related field (or equivalent work experience)
• Minimum of seven (7) years in audit, internal controls, risk or compliance
• Minimum three (3) years in operational due diligence
• Good understanding of financial instruments
• Good understanding of the financial services sector
• Good knowledge of control objectives and testing (i.e., similar to audit reviews)
• Good understanding of compliance obligations of registered advisers
• Strong IT process and governance background
• Leadership, initiative, proactivity and forward thinking
• Project management skills, flexibility, and ability to multitask and adapt to a changing environment
• Strong analytical and problem‑solving skills
• Thoughtfulness, attention to detail and methodical approach
• Diplomacy and excellent communication and relationship‑management skills
• Team spirit and ability to develop effective working relations based on collaboration and a positive attitude
• Sense of responsibility and accountability
• Strong work ethic and professional integrity
• 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 Montréal and Ottawa)

Benefits

• 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 with a mix of in‑office and remote days
• Benefits package may vary based on your employee type