Senior Analyst, Investment Finance, Analytics Support

PSP Investments; Montreal; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

PSP Investments is seeking a Senior Analyst in Investment Finance to support financial and management reporting. The role involves developing finance data models, engaging with stakeholders, and improving reporting solutions. Candidates should have a degree in finance or a related field and relevant analytics experience, along with bilingual proficiency in English and French.

Benefits

Investment in career development

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

A hybrid work model

Qualifications

• Minimum three to five years of experience in a large organization, preferably in finance or asset management.
• Experience in using financial data from investments and financial reports.
• Bilingualism: English and French.

Responsibilities

• Develop and maintain finance data models and reporting solutions.
• Engage in the end-to-end delivery cycle of solutions for finance reporting.
• Validate report outputs and reconcile with source systems.

Skills

Attention to detail

Analytical skills

Data quality assurance

Education

Bachelor’s degree in computer science, finance, accounting or equivalent

Tools

Power BI

SQL

Python

Job description

ABOUT US

We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as of March 31, 2024.

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, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.

ABOUT THE TEAM

We are seeking a Senior Analyst, Investment Finance, Analytics Support who will be conducting various activities regarding our day-to-day operational support to the production of the financial and management reporting for Investment Finance teams. The incumber will be called upon to gather and validate user needs, execute financial analyses and recommend the most optimal solution to our internal stakeholders.

ABOUT YOUR ROLE

As a Senior Analyst reporting to the Director, Investment Finance, Analytics Support, you will:

Reporting

• Participate in developing and maintaining finance data models, reporting solutions, and dashboards to support key business decisions and ensure data quality for Investment Finance teams

• Facilitate workshops with business stakeholders to refine scope and translate business needs into clear data/reporting requirements

• Recommend and implement improvements to increase accuracy, efficiency and productivity of Finance reporting (at the system, data, operation and procedural levels)

• Validate report outputs and reconcile with source systems (GL, data warehouse, investment systems)

• Create documentation for new processes, reports, and business data definitions

Business Operations

• Actively participate in the daily run and month-end process to support the production of the management reports and Power BI dashboards

• Engage fully in the end-to-end delivery cycle of the solutions to ensure optimal coordination and effective execution (i.e. collecting business needs, performing business analysis, providing guidance/orientations to the technical delivery teams, testing the solution and providing training)

• Coordinate collaboration between IT teams and Finance to integrate new technologies and systems to improve financial reporting and analysis processes

• Prepare adequate documentation on procedures, methodologies, processes and controls for operational support

• Formulate recommendations to optimize operations efficiency and data quality

• Troubleshoot and validate quality control, ensuring that reports are produced promptly and without error

WHAT YOU’LL NEED

• Bachelor’s degree in computer science, finance, accounting or equivalent

• Minimum three (3) to five (5) years of experience in a large organization, preferably in the financial industry and/or in asset management

• Experience in using financial data from investments and financial reports

• Experience with Power BI or other visualization tool, an asset

• Knowledge of any programming language (SQL, Python, etc.), an asset

• Good understanding of operations related to Private Market investments, an asset

• CPA or CFA designation, an asset

• Attention to detail and rigorous approach to research, analysis and documentation

• 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, we aim to provide an inclusive workplace where we leverage diversity and 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.

Visit us on www.investpsp.com/en/

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