Senior Analyst / Associate, Fundamental Research Platform

PSP Investments; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

A major investment firm in Montreal is seeking a Senior Analyst / Associate for its Fundamental Research Platform. This role involves conducting sector analysis, due diligence on investment opportunities, and building financial models. A graduate degree and at least two years of relevant experience are required. The company offers a competitive benefits package and a hybrid work model.

Benefits

Investment in career development

Comprehensive group insurance plans

Unlimited access to virtual healthcare services

Gender-inclusive paid family leave policy

Vacation days available on day one

Qualifications

• Minimum two (2) years' experience as an investment banker, fund manager, or sell-side analyst.
• Pursuit of CFA designation is an asset.
• Good communication skills in English and French (or willingness to learn).

Responsibilities

• Conduct in-depth sector analysis and recommend publicly listed equities.
• Assist in thematic research and sector reviews.
• Build and maintain financial models and forecasts.

Skills

Sector analysis

Financial modeling

Interpersonal communication

Judgment and decision making

Team player

Education

Graduate degree in a relevant field

Tools

Excel

Bloomberg

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 thepension plans of thefederalpublicservice, the Canadian Forces, theRoyal Canadian Mounted Police andthe ReserveForce. 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 THE TEAM

Reporting to the Senior Director, the Senior Analyst / Associate, Fundamental Research Platform, will play an active role in conducting in-depth sector analysis and recommending publicly listed equities to include in the Active Equities Internally Managed Portfolios. This role will be a support role to the more senior FRP sector-based investors.

Please note that we have multiple openings across the following coverage areas : Consumer, Healthcare, Industrials and Materials, and Technology, Media and Telecommunications.

ABOUT YOUR ROLE

As a Senior Analyst / Associate, Fundamental Research Platform, you’ll work on :

Sector analysis & directed stock due diligence

Assist the team with the following responsibilities :

Diligence thematic research and assist senior team members in regular sector reviews

Conduct targeted due diligence on identified investment opportunities

Establish a network of external resources (sell-side, consultants, experts)

Develop relationships with company managements

As directed by Senior Director, review analysis on selected stocks

Build and maintain financial models and forecasts of the Sector Investible list

Attend conferences and meet with companies to develop investment theses

Report back on diligence items as needed; pitch bear bull theses to sector team

Automate team processes and act as liaison with POI team

As required, provide analytical capabilities to Alpha Alts and Private Asset classes

Monitor the development of investee companies against their investment thesis

Make recommendations on stock actions as risk reward profile changes

WHAT YOU’LL NEED

Graduate degree in a relevant field

Pursuit of CFA designation is an asset

Minimum two (2) years' experience with as investment banker, fund manager, or sell side analyst

Sound judgment and decision making

Ability to simultaneously follow stated processes and express independent thought

Team player and strong coaching abilities

Ability to work under pressure and meet tight deadlines

Excellent organizational and priority management skills

Excellent interpersonal communication and presentation skills

Superior technology skills including excel, Bloomberg, and various AI products

Ability to follow direction, understand the intent of the ask, anticipate future needs and work constructively to resolve issues

Good communications skills in English and French (or willingness to learn)

WE OFFER

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