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PSP Investments
Senior Manager, Capital Planning, Research and Portfolio AnalyticsPSP Investments • Montreal
Senior Manager, Capital Planning, Research and Portfolio Analytics

Senior Manager, Capital Planning, Research and Portfolio Analytics

PSP Investments • Montreal
4 days ago
Job type
  • Full-time
Job description

ABOUT US


We’re one of Canada’s largest pension investors, with CAD$320.6 billion of net assets as of March 31, 2026.


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

Our Real Estate Group manages a diversified global portfolio across sectors and geographies, with a mandate to deliver risk-adjusted returns that contribute to the long-term performance of PSP Investments. The group is supported by a dedicated Portfolio Monitoring function that supports portfolio strategy, capital planning, analytics and reporting, and governance on behalf of the asset class.

ABOUT YOUR ROLE

As a Senior Manager, Capital Planning, Research and Portfolio Analytics, you’ll:

  • Coordinate annual capital planning activities, ensuring alignment with the investment pipeline and strategic objectives of the Real Estate Group

  • Provide input into capital allocation decisions and monitor execution against approved plans

  • Gather and analyze research and data covering macroeconomic conditions, deal-specific dynamics, and benchmarks to inform strategic decision making

  • Lead benchmarking and performance analysis against industry standards and peer groups

  • Provide comprehensive quarterly updates and in-depth analytics on leverage positions, including covenant testing, scenario analysis, and risk assessment

  • Act as the principal liaison with key business partners — proactively managing relationships, addressing inbound requests, and ensuring effective communication with Real Estate leadership

  • Collaborate with the CIO office on capital allocation and benchmarking initiatives

  • Partner with Risk to support scenario planning and risk analysis, and with Performance to analyze trends and benchmark portfolio results

  • Work closely with the Sustainability team to ensure ESG data integrity and deliver climate-related reporting

  • Prepare and deliver summaries of investment committee discussions and decisions, ensuring key outcomes and action items are clearly documented and communicated to relevant stakeholders

WHAT YOU’LL NEED

  • Master’s degree in finance or accounting or related field (e.g., MBA, MSc) and/or professional designation (e.g., CFA, CAIA)

  • Eight (8)+ years of experience in portfolio risk management, investment team, portfolio management, or a relevant analytical role

  • Strong understanding of global real estate markets and capital allocation frameworks in private markets

  • Advanced financial modelling and scenario analysis skills, combined with strategic thinking and sound judgment

  • Ability to communicate effectively at different levels of seniority and synthesize complex analysis into decision-ready insights for senior audiences

  • Attention to detail with strong execution discipline

  • Proficiency with Excel, PowerPoint, and BI/visualization tools (e.g. Power BI, Tableau)

  • Bilingualism 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

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Senior Manager, Capital Planning, Research and Portfolio Analytics • Montreal

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