Senior Analyst, Portfolio Management

PSP Investments | Investissements PSP; Montreal; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading company in pension investment management is seeking a Senior Analyst for Portfolio Management. This role involves developing dashboards, managing capital reporting, and ensuring data integrity while supporting sustainability initiatives. Candidates should have a relevant degree, 2-5 years of experience, and strong analytical skills. A hybrid work model is offered along with competitive rewards and career development opportunities.

Benefits

Competitive rewards

Career development

Comprehensive benefits

Hybrid work model

Diversity and inclusivity

Qualifications

• 2-5 years of experience in an institutional setting preferred.
• Professional designation such as CFA is an asset.
• Bilingual in English and French.

Responsibilities

• Develop dashboards and reports for portfolio monitoring.
• Manage capital plan reporting and produce quarterly leverage updates.
• Act as system administrator for iLevel and maintain data integrity.

Skills

Data reconciliation

Analytical capabilities

Research skills

Problem-solving skills

Organizational skills

Education

Bachelor's or master's degree in finance, business technology management, data science

Tools

Microsoft Office

Snowflake

Power BI

Tableau

Python

SQL

Job description

Join to apply for the Senior Analyst, Portfolio Management role at PSP Investments | Investissements PSP

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

About The Team
The Portfolio Management team supports the Real Estate Investment team, handling corporate and asset management reporting, business planning, capital planning, sustainable investment reporting, and pipeline oversight. The team also develops dashboards, ensures data governance, and performs system administration.

About Your Role
You will support dashboard and report development for portfolio monitoring, enhance analytical capabilities, support sustainability initiatives, and collaborate on ad-hoc analytical requests. You will also maintain data integrity, ensure accurate data flow, and provide timely updates to stakeholders.

Responsibilities

• Develop dashboards and reports for portfolio monitoring and asset management requirements in collaboration with the Manager, Portfolio Management
• Manage capital plan reporting, ensuring alignment with investment strategies and budgets
• Produce quarterly leverage updates, communicate expiries and covenant testing results
• Generate quarterly development project reports with the Real Estate Director of Developments
• Leverage market data to improve analytics and reporting
• Create sustainability dashboards with the Sustainability and Climate Innovation team to track KPIs
• Develop data products and streamline recurring analytics through Insight Stack and corporate initiatives
• Provide accurate portfolio data for reporting to Business Partner groups and leadership
• Support ad-hoc analytical requests from the Portfolio Strategy team

Data Management & Technology Support

• Act as system administrator for iLevel
• Maintain data and technology landscape, collaborate on data lineage documentation
• Ensure accurate data flow between systems
• Update stakeholders on data initiatives

Qualifications

• Bachelor's or master's degree in finance, business technology management, data science, or equivalent
• 2-5 years of experience, preferably in an institutional setting
• Professional designation such as CFA is an asset
• Proven experience reconciling large data volumes
• Knowledge of institutional real estate investments is an asset
• Proficiency in Microsoft Office, querying datasets (Snowflake, Excel)
• Programming skills (Python, SQL)
• Knowledge of BI systems (Power BI, Tableau)
• Strong understanding of data services, operational processes, and tools
• Interest in real estate, portfolio management, and financial reporting
• Research and problem-solving skills
• Organizational skills with attention to detail
• Ability to work independently in a fast-paced environment
• Focus on continuous improvement and quality
• Bilingual in English and French

We offer competitive rewards, career development, comprehensive benefits, and a hybrid work model. We value diversity and inclusivity and encourage all qualified applicants to apply.