Analyst, Portfolio Management - Infrastructure and Private Equity

PSP Investments; Montreal; On-site; CAD 60,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated Analyst for Portfolio Management in Infrastructure and Private Equity. This role involves providing analytical support, managing data activities, and collaborating with various teams to enhance portfolio insights. The ideal candidate will have a strong foundation in finance, with experience in financial modeling and a keen understanding of alternative asset classes. This is an excellent opportunity to join a forward-thinking organization that values collaboration and professional growth in a dynamic environment.

Qualifications

• 1+ year of experience in finance and financial modeling.
• Familiarity with Private Equity and Infrastructure concepts.

Responsibilities

• Provide analytical support for portfolio management and performance analysis.
• Manage data activities and collaborate with the Compliance team.

Skills

Analytical Skills

Financial Modeling

Bilingualism (English and French)

Collaboration

Education

Bachelor’s degree in finance

Master’s degree in a relevant field

Tools

Microsoft Office Suite

PowerBI

iLevel

Job description

Job Listing Summary

Analyst, Portfolio Management - Infrastructure and Private Equity

Location: Montreal, Canada

Organization: Public Sector Pension Investment Board

Employment Type: Full-Time

Date Posted: March 6, 2025

Key Responsibilities

• Provide analytical support for portfolio management, including performance analysis, risk covenants, and exposure analysis.
• Support portfolio reporting, including the production of the Quarterly Portfolio Monitoring package and other management reports.
• Manage data activities, including data collection/validation, monthly imports, and investment creation in iLevel.
• Collaborate with the Compliance team for background check renewals.
• Maintain financial models to assist in portfolio construction and value-added initiatives.
• Participate in projects to generate portfolio insights and support asset class mandates.
• Act as back-up to the Senior Analysts.

Required Experience

• A minimum of one (1) year of related working experience in finance and/or financial modeling.
• Familiarity with alternative asset class concepts such as Private Equity/Infrastructure.

Qualifications

• Bachelor’s degree in finance or related fields.
• Master’s degree in a relevant field (an asset).
• CFA, CAIA, or other professional designation or enrollment in the program (an asset).
• Proficient in Microsoft Office Suite; PowerBI and iLevel experience are assets.
• Bilingualism in English and French, written and spoken.
• Strong analytical skills and attention to detail.
• Ability to work collaboratively and adapt to changing priorities.