CFA jobs in Montréal, QC
- PSP InvestmentsMontréal, QC H3B 5E9
- The Senior Analyst, Portfolio Management supports the Capital Planning & Sustainability workstreams by executing analytical tasks related to capital planning…
- PSP InvestmentsMontréal, QC H3B 5E9
- Global Alpha - Alpha Alternatives is a CAD$19B AUM business with a mandate to deliver uncorrelated returns to the Total Fund, play a completion role within PSP…
- Royal Bank of CanadaMontréal, QC
- Full-time
- Execute trades and rebalance portfolios.
- Follow up on client trades to ensure proper settlement and delivery.
- Respond to client inquiries (account transactions,…
- View all Royal Bank of Canada jobs - Montréal jobs
- Salary Search: Investment Associate salaries in Montréal, QC
- See popular questions & answers about Royal Bank of Canada
- Fidelity InvestmentsMontréal, QC
- $100,000–$140,000 a year
- Chez Fidelity, nous aidons les investisseurs canadiens à prendre leur avenir financier en main depuis plus de 35 ans.
- O HRD - 5-Star Benefit Program.
View similar jobs with this employerDesjardinsMontréal, QC H1B 1N8- Full-time
- You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs.
- View all Desjardins jobs - Montréal jobs - Investment Consultant jobs in Montréal, QC
- Salary Search: Advisor, Investment and Financing salaries in Montréal, QC
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- PSP InvestmentsMontréal, QC H3B 5E9
- Perform investment analysis and execute transactions.
- Perform preliminary analysis of investment opportunities, meet with prospective partners and industry…
- Placements Montrusco Bolton Inc.Montréal, QC
- $110,000–$170,000 a year
- Full-time +1
- Expérience: 5 ans ou plus.
- Ou experience équivalente Milieu de travail.
- Élaborer et mettre en oeuvre des plans financiers et des plans d'exploitation.
- CogecoMontréal, QC H3B 0B3
- Full-time
- Reporting to the Vice President of Strategy and Corporate Development, the Analyst will play an active role in supporting the company's growth plan, actively…
- View all Cogeco jobs - Montréal jobs - Head of Corporate Strategy jobs in Montréal, QC
- Salary Search: Analyst, Corporate Development and Strategy salaries
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Financing Analyst - Montreal
Easily applyGroupe MachMontréal, QC- Full-time
- For 25 years, MACH has been building real estate projects designed to have a structuring, lasting and significant impact on cities and neighborhoods, as well as…
- View all Groupe Mach jobs - Montréal jobs - Financial Analyst jobs in Montréal, QC
- Salary Search: Financing Analyst - Montreal salaries in Montréal, QC
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- Business Development Bank of CanadaMontréal, QC H3B 5E7
- Full-time
- Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit…
- PSP InvestmentsMontréal, QC H3B 5E9
- Full-time +1
- The role will support the team's portfolio monitoring, reporting, data management, and operational initiatives.
View similar jobs with this employerNational Bank of CanadaMontréal, QC- Full-time
- Execute programs to buy and sell securities in order to align portfolios with their investment policy.
- Verify and carry out deposit and withdrawal instructions,…
- BMO Financial GroupMontréal, QC
- $100,000–$135,000 a year
- 1+ years of investment banking or valuation experience at a financial analyst level.
- Provides a combination of deep industry sector expertise, innovative…
- BombardierDorval, QC
- When applicable, Bombardier promotes flexible and hybrid work policies.
- Insurance plans (Dental, medical, life insurance, disability, and more).
- BombardierDorval, QC
- When applicable, Bombardier promotes flexible and hybrid work policies.
- Insurance plans (Dental, medical, life insurance, disability, and more).
Investment Analyst - Montreal
Easily applyGroupe MachMontréal, QC- Full-time
- Based in Montreal, the Investment Analyst will support the Acquisitions and Dispositions team by conducting financial analysis, financial modeling, due…
- View all Groupe Mach jobs - Montréal jobs - Investment Analyst jobs in Montréal, QC
- Salary Search: Investment Analyst - Montreal salaries in Montréal, QC
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Senior Analyst, Portfolio Management
Job details
Full job description
ABOUT US
We’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025.
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 Investments, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.
Role Summary
The Senior Analyst, Portfolio Management supports the Capital Planning & Sustainability workstreams by executing analytical tasks related to capital planning models, market and macro data integration, ESG and climate data processes, benchmarking, and scenario analysis. In parallel, the role contributes to Portfolio Analytics and Reporting by preparing recurring reporting packages, validating data, and improving analytics tools and documentation. Working closely with colleagues across both real estate and business partner groups, the Analyst ensures that data, models, and reporting materials are accurate, consistent, and aligned with enterprise frameworks—providing a strong analytical foundation for leadership deliberations.
Key Responsibilities
1. Capital Planning, Sustainability & Scenario Analytics ( ~75–80%)
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Prepare and organize inputs to capital planning models integrating market data, investment pipeline changes, and strategic assumptions.
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Support and execute scenario analysis, forward-looking projections, leverage and covenant monitoring, and related risk assessments.
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Assist with peer and portfolio benchmarking across sectors, geographies, and strategies.
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Support ESG data collection, validation, and integration processes in collaboration with internal teams and external partners.
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Assist in climate risk modelling, scenario analyses, and portfolio resilience assessments.
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Help monitor external market data sources and incorporate trends into planning frameworks.
Portfolio Analytics & Reporting (~20–25%)
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Prepare recurring portfolio and asset‑level reporting outputs (exposures, dashboards, valuation‑related summaries)
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Compile and validate data, to prepare analytical outputs for the quarterly portfolio review, ensuring accuracy and completeness.
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Support enhancement of dashboards, analytics tools, and reporting frameworks.
Operational Excellence & Collaboration
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Contribute to the production and maintenance of clear documentation of processes, workflows, models, and data sources across workstreams.
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Support continuous improvement efforts to enhance consistency, efficiency, and data integrity.
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Coordinate with stakeholders and contributors to ensure alignment between analytics, initiatives, and capital planning.
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Foster a culture of analytical rigour, data stewardship, and collaboration.
What you’ll need
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Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field
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Professional designation such as CFA or CPA considered an asset
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Minimum of two (2) years of relevant experience; experience in real estate investments is an asset
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Strong knowledge of MS Office Suite (Excel, Word & PowerPoint)
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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:
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Investment in career development
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Comprehensive group insurance plans
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Competitive pension plans
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Unlimited access to virtual healthcare services and wellness programs
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Gender-inclusive paid family leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers
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A personalized family-building support, from pre-pregnancy to menopause, with available financial assistance
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Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off
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A hybrid work model with a mix of in-office and remote days
- Benefits package may vary based on your employee type.
At PSP Investments, we aim to provide a workplace 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/