Analyst, Portfolio Management - Infrastructure and Private Equity

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.

EXPERIENCE THE EDGE

At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an inclusive work environment where diversity is embraced.

ABOUT YOUR ROLE

We’re seeking an Analyst to partner with key stakeholders and peers to support and engage with our powerful networks of people, opportunities, and investments. At PSP, we embrace people that are eager to learn, ideate, and innovate: people who strive for excellence, challenge the status quo and seek alternative perspectives.

Reporting to the Advisor, Portfolio Management (“PM”) – Infrastructure and Private Equity, the Analyst, PM is responsible for providing portfolio management and analytical support to the Private Equity and Infrastructure investment teams. Core competencies and responsibilities are focused on analytics and financial modeling, portfolio reporting and other value-added activities for portfolio management and insights.

As an Analyst, Portfolio Management – Infrastructure and Private Equity, you will:

• Provide analytical support for portfolio management, including performance analysis, risk covenants, exposure analysis, among others

• Support portfolio reporting including production of the Quarterly Portfolio Monitoring package and other management reports

• Support data management activities including data collection/validation, monthly imports, investment creation in iLevel and liaise with the iLevel Managed Data Services team

• Support background check renewals in collaboration with the Compliance team

• Maintain financial models to assist in portfolio construction and value-added initiatives

• Actively participate in any projects to generate portfolio insights and support asset class mandate

• Act as back-up to the Senior Analysts

WHAT YOU’LL NEED

• Bachelor’s degree in finance or related fields

• Master’s degree in a relevant field, an asset

• CFA, CAIA, or other professional designation or enrollment in the program, an asset

• A minimum of one (1) year of related working experience in finance and/or financial modeling

• Familiar with alternative asset class concepts such as Private Equity/Infrastructure

• Proficient in Microsoft Office Suite and PowerBI (an asset), and iLevel (an asset)

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

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

• Ability to work collaboratively, cultivating meaningful relationships with colleagues and clients

• Drive to pursue excellence and Strong analytical skills

• Capacity to adapt and show flexibility in changing priorities

• Bilingualism: English and French, written and spoken *(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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