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Analyst / Senior Analyst, Portfolio Management, Infrastructure and Private Equity

Montreal, Montreal
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Job Overview

Salary C$143k - C$218k (AI est.)
Location Montreal, Montreal
Type Full time

Skills & Requirements

85%

Access

Essential skill for this role

85% Required
77%

Teams

Essential skill for this role

77% Required
69%

Financial Modeling

Advanced financial modeling and valuation techniques

69% Required
61%

Portfolio Management

Essential skill for this role

61% Required
Access
Teams
Financial Modeling
Portfolio Management
Private Equity
Infrastructure
AIM
CFA
CAIA
English
French

Qualifications & Education

Experience Required

0-2

About the Role

Analyst / Senior Analyst, Portfolio Management, Infrastructure and Private Equity

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.
  • CFACall out CFA exam level, passes, or charterholder status.
  • CAIAConnect CAIA studies to alternative investment exposure.

Skills Snapshot

Double down on these tools and frameworks in your application.

  • Access
  • Teams
  • Financial Modeling
  • Portfolio Management
  • Private Equity
  • Infrastructure
  • AIM
  • CFA
  • CAIA
  • 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

We’re seeking an Analyst/Senior Analyst to partner with key stakeholders and peers to support and engage with our powerful networks of people, opportunities, and investments. At PSP, we embrace people that are eager to learn, ideate, and innovate: people who strive for excellence, challenge the status quo and seek alternative perspectives.

Reporting to the Director, Portfolio Management (“PM”) – Infrastructure and Private Equity, the Analyst/Senior Analyst, PM is responsible for providing portfolio management and analytical support to the Private Equity and Infrastructure investment teams. Core competencies and responsibilities are focused on analytics and financial modeling, portfolio reporting and other value-added activities for portfolio management and insights.

As an Analyst/Senior Analyst, Portfolio Management – Infrastructure and Private Equity, you will:

Provide analytical support for portfolio management, including performance analysis, risk covenants, exposure analysis, among others

Support portfolio reporting including production of the Quarterly Portfolio Monitoring package and other management reports

Support data management activities including data collection/validation, monthly imports, investment creation in iLevel and liaise with the iLevel Managed Data Services team

Support background check renewals in collaboration with the Compliance team

Maintain financial models to assist in portfolio construction and value-added initiatives

Actively participate in any projects to generate portfolio insights and support asset class mandate

Act as back-up to the other Senior Analyst

WHAT YOU’LL NEED Bachelor’s degree in finance or related fields

Master’s degree in a relevant field, an asset

CFA, CAIA, or other professional designation or enrollment in the program, an asset

A minimum of one (1) to two (2) year(s) of related working experience in finance and/or financial modeling

Familiar with alternative asset class concepts such as Private Equity/Infrastructure

Proficient in Microsoft Office Suite and PowerBI (an asset), and iLevel (an asset)

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

Attention to detail and rigorous approach to research, analysis and documentation

Ability to work collaboratively, cultivating meaningful relationships with colleagues and clients

Drive to pursue excellence and Strong analytical skills

Capacity to adapt and show flexibility in changing priorities

Bilingualism: English and French, written and spoken (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-GR1

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Frequently Asked Questions

A Analyst / Senior Analyst, Portfolio Management, Infrastructure and Private Equity 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 / Senior Analyst, Portfolio Management, Infrastructure and Private Equity 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 / Senior Analyst, Portfolio Management, Infrastructure and Private Equity 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 / Senior Analyst, Portfolio Management, Infrastructure and Private Equity 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.