Senior Analyst, Portfolio Management

PSP Investments; Montreal; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

Join a forward-thinking organization as a Senior Analyst in Portfolio Management, where you will play a crucial role in developing dashboards and reports for portfolio monitoring. Collaborate with top professionals to enhance analytical capabilities and support sustainability initiatives. This role offers a unique opportunity to work in a hybrid environment, balancing in-office and remote work, while contributing to significant investment strategies. Enjoy a competitive benefits package and a commitment to career development, all within an inclusive workplace that values diversity and empowerment.

Benefits

Comprehensive group insurance plans

Competitive pension plans

Unlimited virtual healthcare services

Gender-inclusive paid family leave policy

Personalized family-building support

Vacation days available on day one

Summer Friday afternoons off

Career development investment

Qualifications

• 2-5 years of experience in an institutional environment, preferably in finance.
• Strong understanding of operational processes and tools for data services.

Responsibilities

• Develop dashboards and reports for portfolio monitoring and asset management.
• Act as a system administrator for the portfolio monitoring system (iLevel).

Skills

Data Analysis

Financial Reporting

Problem Solving

Bilingualism (English and French)

Attention to Detail

Education

Bachelor's or Master's Degree in Finance

Professional Designation (CFA)

Tools

Microsoft Office Suite

Snowflake

Power BI

Tableau

iLevel

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

The Portfolio Management team supports directly the Real Estate Investment team. This includes the preparation of corporate and asset management reporting, business planning and capital planning oversight, sustainable investment reporting and pipeline oversight. The team is also responsible for the development of dashboards, ensuring data governance and performing system administration.

ABOUT YOUR ROLE

The incumbent will be responsible for supporting the development of dashboards and reports for portfolio monitoring and asset management activities. The role also includes advancing analytical capabilities through the creation of data products, providing accurate portfolio data for reporting, assisting with sustainability initiatives, annual capital planning, development project reporting, and debt management processes. Additionally, the incumbent will collaborate on ad-hoc analytical requests, maintain data and technology landscapes, ensure accurate data flow between systems, and provide timely updates to stakeholders.

As a Senior Analyst, Portfolio Management, you will:

Portfolio Analytics & Dashboarding

• Collaborate with the Manager, Portfolio Management, to develop dashboards and reports in iLevel for portfolio monitoring and asset management requirements

• Develop and oversee the capital plan reporting, ensuring that all financial forecasts align with investment strategies and budget allocations

• Produce quarterly updates of leverage positions; communicate timely expiries and covenant testing results

• Generate quarterly Development Project reporting in collaboration with the Real Estate Director of Developments

• Leverage available market data to enhance analytics and reporting initiatives across the portfolio

• Develop sustainability dashboards with the Sustainability and Climate Innovation team to provide insights and track KPIs for investors by leveraging the sustainable data collection process

• Advance the analytical capabilities of PSP by developing data products and industrializing recurring analytic requests through Insight Stack and corporate initiatives

• Provide accurate and timely portfolio data for reporting as requested for Business Partner groups and the Real Estate Leadership team

• Collaborate with the Portfolio Strategy team to support ad-hoc analytical requests

Data Management & Technology Support

• Act as a system administrator for the portfolio monitoring system (iLevel)

• Participate in the maintenance of the data and technology landscape, by collaborating with TDO to maintain data lineage documentation, and accurate documentation of analytical products

• Ensure accurate flow of data between PSP systems through publishing and subscription activities

• Provide timely updates to concerned stakeholders on progress and changes on all portfolios and project activities as it relates to data initiatives

WHAT YOU’LL NEED

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

• Two (2) to five (5) years of working experience, preferably in an institutional environment

• Professional designation such as CFA considered an asset

• Proven experience reconciling large volumes of data

• Knowledge of institutional Real Estate Investments considered an asset

• Proficient in Microsoft Office Suite, ability to query and manipulate datasets (i.e. Snowflake, Excel)

• Programming skills (primarily Python, SQL or equivalent)

• Knowledge of business intelligence systems (i.e. Power BI, Tableau)

• A strong understanding of operational processes, tools and capabilities for supporting data services

• An interest in understanding institutional real estate, portfolio management, and financial reporting concepts

• Strong sense of research and problem solving

• Strong organizational skills with meticulous attention to detail

• Ability to navigate a fast-paced environment with a high level of autonomy

• A focus on continuous improvement, and quality of delivery

• 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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