Advisor, Public Markets Solutions (Trade Support Operations - TSO)

PSP Investments | Investissements PSP; Montreal (administrative region); Hybrid; CAD 90,000 - 135,000; Full time

Benefits offered by this job

Hybrid work model

Competitive pension plans

Comprehensive group insurance plans

Unlimited access to virtual healthcare

Vacation days from day one

Hybrid work model: four in-office days

Job summary

PSP Investments in Montreal (HQ in Ottawa) seeks an Advisor, Public Markets Solutions (TSO) to strengthen operational processes across equities, fixed income and derivatives. You will lead complex workstreams, oversee trade lifecycles and collaborate with Portfolio Managers, Traders and Investment Operations to improve data quality, controls and efficiency.

The role emphasizes automation, reporting with SQL/Python/Power BI, and cross-border coordination with teams in our global offices.

Qualifications

• Bachelor's degree in Finance, Economics, Engineering, Mathematics, Computer Science or a related discipline.
• A minimum of five (5) years of experience in capital markets operations, trade support, investment operations or a related field.
• Strong understanding of capital markets instruments including equities, fixed income, foreign exchange, derivatives, repos and securities lending.
• Advanced Excel skills.
• Strong SQL proficiency.
• Experience using Python for scripting, analytics and automation initiatives.
• Experience with Power BI, Bloomberg and investment management platforms.
• Strong knowledge of operational controls, trade lifecycle management, reconciliation processes and incident management.
• CFA, FRM or equivalent professional designation is considered 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

• Guide complex operational workstreams supporting equities, fixed income, foreign exchange, derivatives, securities financing and treasury activities, while determining the most effective methods to achieve business objectives
• Oversee the end-to-end trade lifecycle and coordinate the timely resolution of material exceptions, operational incidents, settlement breaks and control deficiencies across multiple stakeholders
• Provide functional and technical expertise to Portfolio Managers, Traders and Investment Operations teams regarding transaction workflows, position management and operational controls
• Analyze complex operational issues, identify root causes, adapt methodologies and recommend sustainable solutions that improve efficiency, scalability, data quality and risk mitigation
• Design, develop and maintain reporting solutions, dashboards and analytical tools using SQL, Python, Power BI and Excel to support operational transparency and decision-making
• Coordinate automation initiatives and operational platform enhancements, including requirements gathering, business analysis, testing, implementation and post-deployment reviews
• Assess the effectiveness of operational controls, reconciliations and monitoring processes, and recommend enhancements that strengthen process integrity and operational risk management
• Influence decisions and build consensus among operational, technology and investment stakeholders through fact-based recommendations and sound judgment
• Act as a key resource for TSO processes by developing documentation, establishing standards and sharing knowledge with less experienced team members
• Support regulatory, audit and compliance activities by maintaining robust controls, preparing documentation and ensuring timely remediation of identified issues

Skills

Advanced Excel

Bilingual English/French

Analytical thinking

Education

Bachelor's degree in Finance, Economics, Engineering, Mathematics, Computer Science or related discipline

CFA, FRM or equivalent designation (asset)

Tools

SQL

Python

Power BI

Bloomberg

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 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 Us

We’re one of Canada’s largest pension investors, with CAD$320.6 billion of net assets as of March 31, 2026.

About The Team

The Advisor, Public Markets Solutions (TSO) plays a key role in supporting Public Markets trading and portfolio management activities by strengthening the accuracy, resilience, scalability and continuous improvement of operational processes across multiple asset classes. The incumbent acts as a trusted operational subject matter expert, provides advanced analytical support to investment teams, and contributes to strategic automation and platform enhancement initiatives.

About Your Role

As an Advisor, Public Markets Solutions (TSO), you’ll:

• Guide complex operational workstreams supporting equities, fixed income, foreign exchange, derivatives, securities financing and treasury activities, while determining the most effective methods to achieve business objectives
• Oversee the end-to-end trade lifecycle and coordinate the timely resolution of material exceptions, operational incidents, settlement breaks and control deficiencies across multiple stakeholders
• Provide functional and technical expertise to Portfolio Managers, Traders and Investment Operations teams regarding transaction workflows, position management and operational controls
• Analyze complex operational issues, identify root causes, adapt methodologies and recommend sustainable solutions that improve efficiency, scalability, data quality and risk mitigation
• Design, develop and maintain reporting solutions, dashboards and analytical tools using SQL, Python, Power BI and Excel to support operational transparency and decision-making
• Coordinate automation initiatives and operational platform enhancements, including requirements gathering, business analysis, testing, implementation and post-deployment reviews
• Assess the effectiveness of operational controls, reconciliations and monitoring processes, and recommend enhancements that strengthen process integrity and operational risk management
• Influence decisions and build consensus among operational, technology and investment stakeholders through fact-based recommendations and sound judgment
• Act as a key resource for TSO processes by developing documentation, establishing standards and sharing knowledge with less experienced team members
• Support regulatory, audit and compliance activities by maintaining robust controls, preparing documentation and ensuring timely remediation of identified issues

What You’ll Need

• Bachelor's degree in Finance, Economics, Engineering, Mathematics, Computer Science or a related discipline
• A minimum of five (5) years of experience in capital markets operations, trade support, investment operations or a related field
• Strong understanding of capital markets instruments including equities, fixed income, foreign exchange, derivatives, repos and securities lending
• Advanced Excel skills
• Strong SQL proficiency
• Experience using Python for scripting, analytics and automation initiatives
• Experience with Power BI, Bloomberg and investment management platforms
• Strong knowledge of operational controls, trade lifecycle management, reconciliation processes and incident management
• CFA, FRM or equivalent professional designation is considered 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.

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