Analyst / Senior Analyst, Portfolio Management, Infrastructure and Private Equity

PSP Investments; Montreal; On-site; CAD 65,000 - 85,000; Full time

Job summary

A leading investment organization in Montreal is seeking an Analyst/Senior Analyst for Portfolio Management in Infrastructure and Private Equity. The ideal candidate will have strong analytical skills, a Bachelor’s degree in finance, and 1-2 years of relevant experience. Bilingualism in English and French is essential. This full-time role offers opportunities for professional growth and collaboration within a dynamic team.

Qualifications

• Minimum of 1-2 years of experience in finance and/or financial modeling.
• Familiarity with Private Equity and Infrastructure concepts.
• Proficiency in analytical tasks and financial modeling.

Responsibilities

• Provide analytical support for portfolio management.
• Support portfolio reporting and management reports.
• Assist in maintaining financial models for portfolio construction.

Skills

Analytical skills

Finance knowledge

Bilingualism (English and French)

Education

Bachelor’s degree in finance or related fields

Master’s degree in a relevant field

Tools

Microsoft Office Suite

PowerBI

iLevel

Job description

Overview

Job Title: Analyst / Senior Analyst, Portfolio Management, Infrastructure and Private Equity
Location: Montreal, Canada
Organization: Public Sector Pension Investment Board
Employment Type: Full-Time

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 and liaising with the iLevel Managed Data Services team.
• Assist in maintaining financial models for portfolio construction and value-added initiatives.
• Participate in projects to generate portfolio insights and support asset class mandates.
• Act as a back-up to other Senior Analysts.

Required Experience

• A minimum of one (1) to two (2) years of related working experience in finance and/or financial modeling.
• Familiarity with alternative asset class concepts such as Private Equity and Infrastructure.

Qualifications

• Bachelor’s degree in finance or related fields.
• Master’s degree in a relevant field is an asset.
• CFA, CAIA, or other professional designation or enrollment in the program is an asset.
• Proficiency in Microsoft Office Suite; PowerBI and iLevel 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.