powered by Senna AI

Analyst, Operational Due Diligence and Advisory

Montreal, Montreal
Send CV

Job Overview

Salary C$85k - C$131k (AI est.)
Location Montreal, Montreal
Type Full time

Skills & Requirements

85%

SQL

Essential skill for this role

85% Required
77%

Excel

Expert-level Excel skills for analysis and reporting

77% Required
69%

Access

Essential skill for this role

69% Required
61%

Advanced Excel

Essential skill for this role

61% Required
SQL
Excel
Access
Advanced Excel
Power BI
Valuation
Cash Management
Due Diligence
AIM
English
French

Qualifications & Education

Experience Required

0-2

About the Role

Analyst, Operational Due Diligence and Advisory

Curated brief to help you tailor your application.

Credential Spotlight

If you're progressing toward these certifications, make it visible.

  • ACAShow evidence of ACA exam progress or chartered status.

Skills Snapshot

Double down on these tools and frameworks in your application.

  • SQL
  • Excel
  • Access
  • Advanced Excel
  • Power BI
  • Valuation
  • Cash Management
  • Due Diligence
  • AIM
  • English
  • French

Inside the Program

Understand how the rotation and mentorship will run.

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

Reward & Progression

See how compensation, benefits, and growth are framed.

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/

Follow us on LinkedIn

#LI-PG1

Get Expert Application Review

Skill Farm Members

Boost your chances of landing this role with a professional application review from our expert consultants.

CV optimization for this specific role
Cover letter review and enhancement
Interview preparation guidance
Industry insights and salary negotiation tips
3x Higher interview rate
24h Expert feedback
95% Member satisfaction

Available exclusively to Skill Farm members

Frequently Asked Questions

A Analyst, Operational Due Diligence and Advisory is responsible for key financial functions including analysis, reporting, and strategic planning. This level position requires expertise in sector dynamics and involves working with cross-functional teams to drive business growth and financial performance.
This Analyst, Operational Due Diligence and Advisory role typically requires a degree in Finance, Accounting, Economics, or related field. Candidates should have relevant experience in sector, strong analytical skills, proficiency in financial modeling, and excellent communication abilities. Professional qualifications such as CFA, ACCA, or ACA are often preferred.
Career progression from a Analyst, Operational Due Diligence and Advisory role can lead to senior finance positions such as Finance Manager, Finance Director, or CFO roles. The sector offers diverse opportunities for professional development, including specialized areas like investment banking, corporate finance, or financial planning and analysis.
To apply for this Analyst, Operational Due Diligence and Advisory position, click the 'Send CV' button above to submit your application directly to the hiring manager. Ensure your CV highlights relevant experience and financial expertise. Our recruitment consultants will review your application and contact you within 24-48 hours if your profile matches the requirements.