Senior Analyst, Portfolio Management

Investor Strides LLC; Montreal; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Analyst for Portfolio Management to enhance their investment strategies through data-driven insights. In this role, you will develop dashboards and reports that support portfolio monitoring and asset management, ensuring that capital plans align with investment strategies. Your expertise in data reconciliation and proficiency in tools like Python and SQL will be pivotal in generating accurate updates for stakeholders. If you are passionate about finance and data analytics, this opportunity offers a dynamic environment to make a significant impact.

Qualifications

• 2-5 years of experience in an institutional environment.
• Proficient in data manipulation and reporting tools.

Responsibilities

• Develop dashboards and reports for portfolio monitoring.
• Oversee capital plan reporting and ensure alignment with strategies.

Skills

Data Reconciliation

Portfolio Management

Analytical Skills

Bilingualism (English and French)

Programming (Python, SQL)

Education

Bachelor's or Master's in Finance

Professional Designation (CFA)

Tools

Microsoft Office Suite

Snowflake

Power BI

Tableau

Job description

Job Listing Summary

Senior Analyst, Portfolio Management

Location: Montreal, Canada

Organization: Public Sector Pension Investment Board

Employment Type: Full-Time

Date Posted: May 7, 2025

Key Responsibilities

• Develop dashboards and reports for portfolio monitoring and asset management.
• Oversee capital plan reporting and ensure alignment with investment strategies.
• Produce quarterly updates on leverage positions and communicate results.
• Generate quarterly Development Project reporting in collaboration with the Real Estate Director.
• Enhance analytics and reporting initiatives using market data.
• Develop sustainability dashboards and track KPIs for investors.
• Provide accurate portfolio data for reporting as requested.
• Act as a system administrator for the portfolio monitoring system (iLevel).
• Maintain data and technology landscape and ensure accurate data flow between systems.
• Provide timely updates to stakeholders on portfolio and project activities.

Required Experience

• 2 to 5 years of working experience, preferably in an institutional environment.
• Proven experience reconciling large volumes of data.
• Knowledge of institutional Real Estate Investments is considered an asset.

Qualifications

• Bachelor's or master's degree in finance, business technology management, data science, or equivalent.
• Professional designation such as CFA is considered an asset.
• Proficient in Microsoft Office Suite and ability to query/manipulate datasets (e.g., Snowflake, Excel).
• Programming skills (primarily Python, SQL, or equivalent).
• Knowledge of business intelligence systems (e.g., Power BI, Tableau).
• Strong understanding of operational processes and tools for supporting data services.
• Bilingualism in English and French is required.