Analyst, Operational Due Diligence and Advisory

7 days ago


Montreal, Quebec, Canada Public Sector Pension Investment Board Full time $60,000 - $120,000 per year
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 YOUR ROLE

As an Analyst, Operational Due Diligence and Advisory, you will provide support in operational due diligence ("ODD") efforts of external managers and partners by supporting the team's activities, including assigned portions of operational due diligence mandates, focused analysis and data organization as well as research and operational support.

  • Support the ODD team in the operational due diligence reviews of external managers/partners by assisting with preliminary research, documentation, and assigned portions of the review process.

  • Provide operational support to the ODD team, including assisting with ad-hoc projects and production of KPIs and internal reporting

  • Contribute to the evolution, use and implementation of technology platforms and third-party service providers of systems and/or services associated with ODD

  • Assist in identifying opportunities that would enhance efficiency and effectiveness of the core activities and contribute to the documentation of ODD processes and procedures

  • Conduct analysis for assigned sections of operational due diligence reviews of external managers/partners and/or service providers (administrators, directors, outsourced arrangements)

  • Assist with evaluating accounting, financial and reporting processes and controls (segregation of duties, cash management, valuation practices, trading errors, expense recharges, outsourcing, etc.)

  • Assist the team in drafting/writing of preliminary due diligence reports containing pertinent information and analyses related to assigned internal controls or topics

  • Support ongoing monitoring by helping to identify and document operational degradation indicators for managers and partners flagged for attention

  • Deliver ongoing KPIs and statistics

  • Participate in the testing and quality control verifications on tools/databases

  • Help maintain and update procedures, workflows, checklists are in place for core activities; assist with controls to be performed according to corporate procedures

  • Contribute to the development and/or maintenance of tools that increase the level of operational oversight and enhance efficiency

WHAT YOU'LL NEED
  • University degree in accounting, finance, or a related field (or equivalent work experience)

  • Zero (0) to four (4) years in operational due diligence, audit, internal controls, risk or compliance

  • Relevant exposure to financial instruments

  • Demonstrated exposure to the financial services sector

  • Exposure to control objectives and testing, an asset (i.e., similar to audit reviews)

  • Strong technical knowledge on the Microsoft suite, including Power BI, advanced Excel (pivot tables, macros, etc.)

  • Experience with database management tools (i.e., SQL or similar), an asset

  • Ability to multitask and adapt to a changing environment

  • Analytical and problem-solving skills

  • Thoughtfulness, attention to detail and methodical approach

  • Team spirit and ability to develop effective working relations based on collaboration and a positive attitude

  • Sense of responsibility and accountability

  • Strong work ethic and professional integrity

  • 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:

  • 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 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.

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