Advisor, Total Fund Solutions

PSP Investments; Montreal; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A major pension investment firm in Montreal seeks an Advisor within Total Fund Solutions to enhance collaboration with business partners. This role involves analyzing business needs, recommending solutions, and facilitating opportunities for process improvement. Candidates should have a Bachelor's degree in a related field, five years of relevant experience, and business intelligence skills like SQL or Power BI. Bilingual proficiency in English and French is required, contributing to a hybrid work environment with competitive benefits and a supportive culture.

Benefits

Career development investment

Comprehensive group insurance plans

Competitive pension plans

Unlimited access to virtual healthcare services

Gender-inclusive paid family leave policy

Personalized family-building support

Vacation days available on day one

Hybrid work model

Qualifications

• Minimum of five years of relevant experience in the financial or investment industry.
• Strong understanding of investment and risk management.
• Ability to analyze business needs and provide detailed specifications.

Responsibilities

• Liaise with business partners to implement solutions that align with strategic vision.
• Identify opportunities for process automation and analytical tool development.
• Collaborate with the delivery team to design prototypes.

Skills

Business intelligence skills

Analytical skills

Problem-solving

Investment knowledge

Bilingualism: English and French

Education

Bachelor’s degree in Information Technology, Engineering, or Business Administration

Postgraduate studies (M.Sc.)

Professional designations (CFA, FRM, or PRM)

Tools

SQL

Power BI

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 THE TEAM

As an Advisor within the Total Fund Solutions group, you will join a dynamic and creative team and play a key role in maximizing the value delivered by the Technology, Data and Operations (TDO) group. Total Fund Solutions brings together clients (business partners) responsible for managing activities such as building PSP’s strategic portfolio, defining investment mandates, leading the responsible investment strategy and oversight, managing Total Portfolio risk, performance, and treasury. Reporting to the Director, Total Fund Solutions group, the incumbent supports and assists business partners, acts as a subject matter expert, resolves issues efficiently, and works closely with the delivery team to generate ongoing value for the organization while identifying new opportunities to exploit.

ABOUT YOUR ROLE

As an Advisor, Total Fund Solutions, you’ll:

• Liaise, guide, and support the definition and implementation of solutions with business partners to align with PSP and TDO’s strategic vision
• Analyze business needs and provide detailed specifications to the delivery team
• Provide recommendations to maximize the value and utilization of our solutions
• Identify and assess opportunities to meet evolving requirements, including initiating analyses on process automation or development of analytical tools in collaboration with partners
• Collaborate with partners and the delivery team to design prototypes and proofs of concept
• Foster strong engagement and manage relationships with business partners to contribute to the team’s mission
• Maintain a solid understanding of business partners’ realities and their digital and analytical needs

WHAT YOU’LL NEED

• Bachelor’s degree in information technology, Engineering, or Business Administration (specialization in Finance), or an equivalent combination of education and experience; postgraduate studies (M.Sc.) (an asset)
• Professional designations such as CFA, FRM, or PRM (an asset)
• Minimum of five (5) years of relevant experience, ideally in the financial or investment industry
• Strong understanding of investment and risk management (an asset)
• Excellent analytical skills, ability to solve complex problems, and a solid understanding of business processes to effectively support stakeholders
• Business intelligence skills are an asset (e.g., data analysis and visualization using tools such as SQL, Power BI…)
• 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 with a mix of in-office and remote days

*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/

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