Manager / Senior Manager, Portfolio Management, Infrastructure and Private Equity (Temporary - [...]

PSP Investments; Montreal; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

A leading pension investment firm in Montreal seeks a Manager / Senior Manager for Portfolio Management in Infrastructure and Private Equity. The role involves overseeing financial models, contributing to portfolio analytics, and supporting strategic initiatives. Candidates should possess a relevant bachelor's degree, strong financial modeling skills, and be bilingual in English and French. Competitive benefits and a hybrid work model are offered.

Benefits

Investment in career development

Comprehensive group insurance plans

Competitive pension plans

Unlimited access to virtual healthcare services

Gender-inclusive paid family leave policy

Vacation days available on day one

A hybrid work model

Qualifications

• Minimum of five to eight years of related working experience in finance.
• Familiar with alternative asset class concepts such as Private Equity/Infrastructure.
• Bilingualism: English and French, written and spoken.

Responsibilities

• Contribute and support portfolio analytics and reporting activities.
• Oversee complex financial models to assist in portfolio construction.
• Coordinate the Private Equity quarterly valuation processes.

Skills

Financial modeling skills

Analytical thinking

Interpersonal skills

Attention to detail

Education

Bachelor's degree in finance or related fields

Master’s degree in a relevant field

CFA or CAIA designation

Tools

Microsoft Office Suite

PowerBI

iLevel

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

We’re seeking a Manager / Senior Manager to partner with key stakeholders and peers to support and engage with our powerful networks of people, opportunities, and investments. At PSP, we embrace people that are eager to learn, ideate, and innovate: people who strive for excellence, challenge the status quo and seek alternative perspectives.

Reporting to the Senior Director, Portfolio Management (PM), Infrastructure and Private Equity, the Manager / Senior Manager, PM is responsible for portfolio management and analytical support primarily for the Private Equity investment team. They will be a key contributor to the portfolio monitoring evolution, leading projects, actively engage in asset management / strategic portfolio management, ensure coordination with internal business partners and manage part of the team.

As a Manager / Senior Manager, Portfolio Management, Infrastructure and Private Equity, you will:

• Contribute and support portfolio analytics and reporting (incl. data collection) activities to ensure continuous evolvement in a fast-changing environment
• Act as a key contributor to the Private Equity and/or Infrastructure Capital Planning process
• Oversee complex financial models to assist in portfolio construction so the Private Equity and/or Infrastructure groups can successfully achieve their mandate
• Contribute to the preparation of the quarterly and annual portfolio and management reporting such as the Scorecard, Quarterly Portfolio Review, Investment Summary Report (DOA), EMR, Annual Report, etc. and provide portfolio value-add insights to the Senior Leadership while ensuring highest quality standards
• Coordinate the Private Equity quarterly valuation processes
• Build key internal relationships to work effectively on any portfolio-related matters and ensure coordination with internal business partners so the team continues to be recognized as being insightful and responsive
• Support strategic initiatives or corporate projects and participate in working groups or committees, as required
• Lead, engage and develop resources and foster a highly collaborative culture
• Act as back-up to the Senior Director

WHAT YOU’LL NEED

• 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
• A minimum of five (5) to eight (8) years of related working experience in finance with strong financial modeling skills (Excel)
• Familiar with alternative asset class concepts such as Private Equity/Infrastructure
• Ability to navigate a fast-paced environment (with often changing priorities) with a high level of autonomy
• Strong analytical thinker, result-oriented and excellent interpersonal skills
• Attention to detail with a rigorous approach to research, analysis and documentation
• Experience interacting with senior management
• Proficient in Microsoft Office Suite and PowerBI (an asset), and iLevel (an asset)
• Bilingualism: English and French, written and spoken (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)

BENEFITS

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.

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