Portfolio Management and Operations Lead

5 days ago

Montreal, Quebec, Canada PSP Investments Full time
About PSP Investments

PSP Investments is a leading investment management firm that fosters a culture of collaboration, innovation, and diversity. We're committed to empowering our employees to grow, learn, and contribute to our mission of delivering exceptional investment returns.

Job Summary

We're seeking a highly skilled Manager, Portfolio Management and Operations to join our team. As a key member of our investment operations team, you'll be responsible for portfolio reporting, data management, and analysis to support our asset management activities.

Key Responsibilities
  • Develop and implement reporting models and dashboards to facilitate consistent portfolio reporting and meet investment team requirements.
  • Lead the evolution of the iLevel platform and monitor industry best practices to ensure data quality and completeness.
  • Oversee data collection processes and collaborate with the investment team to identify and define relevant data metrics.
  • Implement controls, documentation, and develop tools related to sound data management.
  • Support corporate initiatives with regards to data acquisition and integration in other PSP systems.
Requirements
  • Bachelor's degree in finance, accounting, computer science, or equivalent.
  • Minimum of five years of relevant experience in finance and investments.
  • Highly proficient in Office Suite, especially Excel and Power Query.
  • Knowledge of iLevel and efront, an asset.
  • Advanced knowledge of programming languages, such as SQL or Python, an asset.
  • Strong attention to detail and ability to navigate in a fast-paced environment.
  • Good communication skills in English and French (or willingness to learn).
What We Offer
  • Tailored employee experience and competitive total rewards and benefits package.
  • Investment in career development and comprehensive group insurance plans.
  • Competitive pension plans and unlimited access to virtual healthcare services and wellness programs.
  • Gender-inclusive paid family leave policy and vacation days available on day one.
  • A hybrid work model with a mix of in-office and remote days.

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