Senior Analyst / Advisor, Operational Due Diligence and Advisory (Temporary - 12 months)

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

Job summary

A leading pension investment firm in Montreal is looking for a Senior Analyst / Advisor to support operational due diligence efforts. The ideal candidate will have strong analytical skills, a solid understanding of financial instruments, and be bilingual. Key responsibilities include evaluating external managers and providing operational support in a hybrid work environment with competitive benefits.

Benefits

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

• Five to seven years of experience in operational due diligence or audit.
• Strong understanding of financial services sector and control objectives.
• Experience with advanced Microsoft Excel needed.

Responsibilities

• Conduct operational due diligence reviews of external managers/partners.
• Provide operational support and assist with ad-hoc projects.
• Evaluate processes and controls and write preliminary due diligence reports.

Skills

Operational due diligence

Financial instruments knowledge

Project management skills

Analytical skills

Bilingualism (English and French)

Strong IT governance

Education

University degree in accounting or finance

Tools

Microsoft Suite (Power BI, Excel)

Database management tools (SQL)

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

As a Senior Analyst / Advisor, Operational Due Diligence and Advisory, you will provide support in operational due diligence (“ODD”) efforts of external managers and partners by supporting the team’s activities, including assigned portions of operational due diligence mandates, focused analysis and data organization as well as research and operational support.

• Participate in operational due diligence reviews of external managers/partners and perform assigned portions of such mandates, including preliminary research, and review
• Provide operational support to the ODD team, including assisting with ad-hoc projects and production of KPIs and internal reporting
• Contribute to as the evolution, use and implementation of technology platforms and third-party service providers of systems and/or services associated with ODD
• Propose enhancement, redesign of process and/or framework that would enhance efficiency and effectiveness of the core activities and contribute to documentation of ODD processes and procedures
• Coordinate and participate in assigned operational due diligence reviews of external managers/partners and/or service providers (administrators, directors, outsourced arrangements)
• Evaluate accounting, financial and reporting processes and controls (segregation of duties, cash management, valuation practices, trading errors, expense recharges, outsourcing, etc.) and write draft or preliminary due diligence reports containing pertinent information and analyses related to assigned internal controls or topics
• Perform ongoing monitoring by ensuring the identification and documentation of operational degradation indicators for managers and partners is flagged for attention
• Deliver ongoing KPIs and statistics
• Test and perform quality control verifications on tools/databases
• Ensure procedures, workflows, checklists are in place for core activities; ensure controls are performed according to corporate procedures
• Managethe development and/or maintenance of tools that increase the level of operational oversight and enhance efficiency

WHAT YOU’LL NEED

• University degree in accounting, finance, or a related field (or equivalent work experience)
• Five (5) to seven (7) years in operational due diligence, audit, internal controls, risk or compliance
• Good understanding of financial instruments
• Good understanding of the financial services sector
• Good knowledge of control objectives and testing (i.e., similar to audit reviews)
• Strong IT process and governance background
• Strong technical knowledge on the Microsoft suite, including Power BI, advanced Excel (pivot tables, macros, etc.)
• Experience with database management tools (i.e., SQL or similar) is a plus
• Leadership, initiative, proactivity and forward thinking
• Project management skills, flexibility, and ability to multitask and adapt to a changing environment
• Strong analytical and problem-solving skills
• Thoughtfulness, attention to detail and methodical approach
• Diplomacy and excellent communication and relationship-management skills
• Team spirit and ability to develop effective working relations based on collaboration and a positive attitude
• Sense of responsibility and accountability
• Strong work ethic and professional integrity
• 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.

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