Advisor, Investment Finance, Analytics Support

Job title: Advisor, Investment Finance, Analytics Support

Job description: ABOUT US

We’re one of Canada’s largest pension investment managers, with CAD$243.7 billion of net assets as at March 31, 2023.

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 where diversity is embraced.

We’re seeking an Advisor, Investment Finance, Analytics Support who will assume a leading role in the development of data and analysis tool for Investment Finance teams. He will participate in the development of the database and the different reporting views of the portfolios. It will help to gather and validate user needs and develop analytical views corresponding to business needs. The incumbent will be called upon to participate and sometimes to animate work sessions with the users, in order to clarify the needs.

ABOUT YOUR ROLE

As an Advisor, Investment Finance, Analytics Support, your responsibilities will include:

Reporting

Lead the evolution of the Finance reporting platform

Design, create and automate quality reporting models and dashboards (with Power BI) in order to facilitate consistent portfolio management reporting

Recommend and implement improvements to increase accuracy, efficiency and productivity of Finance reporting (at the system, data, operation and procedural levels)

Assist in leading work sessions with various teams, develop portfolio views and have a broad vision of the Finance analyses

Provide governance for reporting (reports production, construction, consistency, user understanding) and anticipate changes

Support the current and future Financial information and Management reports

Data Management

Assist with the structure of the data and update analytical methods

Ensure timely update of data metrics and data integrity

Coordinate collaboration between IT teams and Finance to facilitate results and efficiency gains

Business Operations

Active participation in the daily run and month-end process to support the production of the management reports

Act as a business subject matter expert and actively participate to the end-to-end delivery cycle of the solutions to ensure optimal coordination and effective execution (i.e. collecting business needs, performing business analysis, providing guidance/orientations to the technical delivery teams, testing the solution and providing training)

Support the constant evolution of the reporting requirements and business processes via python scripts and/or excel VBA

Prepare adequate documentation on procedures, methodologies, process and controls for operational support

Provide leadership skills by coaching and supporting team members

WHAT YOU’LL NEED

Bachelor’s degree in finance, accounting, computer science or equivalent

Minimum of seven (7) years of experience in analytics support

Experience in using financial data from investments and financial reports

CFA designation, an asset

Knowledge of Power BI or other BI integrated tool, an asset

Advanced knowledge of any programming language (SQL, Python, etc.), an asset

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)

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

Demonstrated initiative and curiosity to look beyond surface facts and conduct comprehensive, fact-based, value-added research

Analytic mind and rigorous approach to analysis and documentation

Ability to work collaboratively, cultivating meaningful relationships with colleagues

Highly organized, multitasking skills and time management

Adaptability and flexibility

Good understanding of operations related to Private Market investments, an asset

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:

A flexible hybrid work model with a mix of in-office and remote days based on business groups, teams, and roles

A hybrid allowance to support any hybrid related needs

Competitive pension plans

Comprehensive group insurance plans

Unlimited access to virtual healthcare services and wellness programs

Generous and inclusive paid family leave

Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off

Investment in career development

*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.

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