PSY-FLANDRES

People & Baby; Les Îles-de-la-Madeleine; On-site; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Manager for Portfolio Management and Operations. In this pivotal role, you'll enhance portfolio reporting accuracy and efficiency while managing data across various platforms. Your expertise will drive improvements in asset management processes, ensuring data integrity and quality. This innovative firm offers a hybrid work model, allowing you to balance in-office and remote work while enjoying a competitive benefits package. If you're passionate about finance and data management, this opportunity provides a platform for growth and collaboration in a supportive environment.

Benefits

Unlimited access to virtual healthcare services

Gender-inclusive paid family leave policy

Vacation days available on day one

Summer Friday afternoons off

Qualifications

• 5+ years of relevant experience in portfolio management.
• Strong proficiency in Excel and data management tools.

Responsibilities

• Lead improvements in portfolio reporting and data management.
• Create dashboards and reporting models for investment teams.

Skills

Attention to Detail

Communication Skills

Multitasking Skills

Proficiency in Excel

Programming Knowledge (SQL, Python)

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Bachelor’s degree in Computer Science

Tools

iLevel

efront

Office Suite

Power Query

Job description

At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an environment where diversity is embraced.

We’re seeking a Manager, Portfolio Management and Operations to support the Natural Resources asset class. The incumbent will be responsible for portfolio reporting and data management to effectively support asset management. 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.

ABOUT YOUR ROLE

As a Manager, Portfolio Management and Operations, you’ll:

Reporting

1. Recommend and implement improvements to increase accuracy, efficiency and productivity of reporting by leveraging various IT applications (iLevel, efront, GPS, GPF, Data Warehouse).
2. Create reporting models and dashboards to facilitate consistent portfolio reporting and meet investment team requirements.
3. Design and analyze quality portfolio management and asset management reports (performance, deployment, commitment, forecasting).
4. Assist in data validation and migration for system implementations.
5. Compile investment data for ad hoc requests from the Investment team and Business Groups.

Data Management

1. Lead the evolution of the iLevel platform and monitor industry best practices.
2. Oversee data collection process (internal and external) and ensure timely update of data metrics as well as collaborate with investment team to identify and define relevant data metrics.
3. Ensure quality and completeness of portfolio and investment level data.
4. Implement controls, documentation and develop tools related to sound data management.
5. Support Corporate initiatives with regards to data acquisition (such as ESG) and integration in other PSP systems.
6. Coordinate collaboration with IT teams to facilitate results and efficiency gains.

WHAT YOU’LL NEED

1. Bachelor’s degree in finance, accounting, computer science or equivalent.
2. A minimum of five (5) years of relevant experience.
3. Highly proficient in Office Suite, especially Excel and Power Query.
4. Knowledge of iLevel and efront, an asset.
5. Advanced knowledge of any programming language (SQL, Python, etc.), an asset.
6. Previous experience in finance and investments.
7. Strong attention to detail.
8. Ability to navigate in a fast-paced environment with a high level of autonomy.
9. Highly organized and multitasking skills.
10. Good communication skills in English and French (or willingness to learn).

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:

• 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.
• 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.