Manager, Portfolio Management

2 weeks ago


Montréal, Canada PSP Investments Full time

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.

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 Manager will lead the development and optimization of dashboards and reporting tools to support portfolio monitoring and asset management activities. This role involves overseeing the creation and implementation of advanced data products that enhance analytical capabilities across the organization. The Manager will ensure the accuracy and integrity of portfolio data used in strategic reporting, while also driving initiatives related to sustainability, annual capital planning, development project oversight, and debt management.

In addition to managing a team or cross-functional contributors, the incumbent will provide strategic direction on data and technology landscapes, ensuring seamless data flow between systems and alignment with business objectives. The Manager will act as a key liaison for stakeholders, delivering timely insights and updates, and will lead responses to ad-hoc analytical requests with a focus on actionable outcomes. This role requires a strong ability to translate business needs into data-driven solutions, foster innovation, and support continuous improvement across asset management functions.

Technology and Analytics- Act as the system owner for the Real Estate technology stack, overseeing user profiles, access management, license requests, and staff changes- Ensure the ongoing evolution of the iLevel platform for Real Estate, ensuring discrepancies are resolved and new/changing needs are identified and addressed in a timely manner, delivery monthly productions to the team- Foster a close collaborative relationship with the Portfolio Strategy team, identify opportunities to support and collaborate on analytics initiatives, delivering time savings and value-add output in a timely manner- Develop a refreshed reporting suite for the Real Estate team, reviewing and cauterizing legacy reports, consolidating, clarifying, and deploying new dynamic reporting and analytics for Investment and Management teams

Portfolio Data Initiatives- Oversight of the asset data collection process: ensure timely and accurate submissions in collaboration with Investment Team and external partners, ensure completeness of portfolio data coverage for out-of-scope partnerships, and facilitate onboarding of new General Partners- Oversight of the Portfolio Sustainability process: develop, implement, and operationalize ESG data governance activities and controls in collaboration with the investment teams and SCI; collaborate with internal business partners and real estate team to support activities related to Sustainability Business Plan Initiatives- Participate in PSP Enterprise Data initiatives to streamline reporting and advocate the needs of the Real Estate Group

Data Oversight- Oversee the data management program, ensuring the data governance framework is adhered to, that data migration activities are facilitated efficiently, and that internal stakeholders’ needs are considered- Ensure that the investment structure of the portfolio is accurate and maintained across platforms- Contribute to the evolution of the Real Estate Data Governance Framework, ensure system evolutions and new requirements are incorporated

Change Management and Client Relationships- Foster and sustain relationships with key business partners to maintain clear communication, ensure accurate information flow, and provide precise reporting and data as needed for internal and external purposes- Design an onboarding framework for technology and systems, including creating presentation materials, schedules, and agendas for training new real estate employees

Leadership- Supervise the tasks of the Data Analytics Analyst and Data Quality Analyst, ensuring proper upkeep of our existing systems; make decisions in intricate situations and evaluate all collateral effects of planned improvements

WHAT YOU’LL NEED

Key Compet



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