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Manager, Portfolio Management and Operations

Manager, Portfolio Management and Operations

PSP InvestmentsMontreal
30+ days ago
Salary
CA$90,000.00 yearly
Job type
  • Full-time
Job description

EXPERIENCE THE EDGE

At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an where diversity is embraced.

We’re seeking a Manager, Portfolio Management and Operations to support the Natural Resources asset class. The incumbent will be responsible for portfolio reporting and data management to effectively support the asset management. 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.

ABOUT YOUR ROLE

As a Manager , Portfolio Management and Operations , you’ll :

Reporting

Recommend and implement improvements to increase accuracy, efficiency and productivity of reporting by leveraging various IT applications (iLevel, efront, GPS, GPF, Data Warehouse)

Create reporting models and dashboards to facilitate consistent portfolio reporting and meet investment team requirements

Design and analyze quality portfolio management and asset management reports (performance, deployment, commitment, forecasting)

Assist in data validation and migration for system implementations

Compile investment data for ad hoc requests from the Investment team and Business Groups

Data Management

Lead the evolution of the iLevel platform and monitor industry best practices

Oversee data collection process (internal and external) and ensure timely update of data metrics as well as collaborate with investment team to identify and define relevant data metrics

Ensure quality and completeness of portfolio and investment level data

Implement controls, documentation and develop tools related to sound data management

Support Corporate initiatives with regards to data acquisition (such as ESG) and integration in other PSP systems

Coordinate collaboration with IT teams to facilitate results and efficiency gains

WHAT YOU’LL NEED

Bachelor’s degree in finance, accounting, computer science or equivalent

A minimum of five (5) years of relevant experience

Highly proficient in Office Suite, especially Excel and Power Query

Knowledge of iLevel and efront, an asset

Advanced knowledge of any programming language (SQL, Python, etc.), an asset

Previous experience in finance and investments

Strong attention to detail

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

Highly organized and multitasking skills

Good communications skills in English and French (or willingness to learn)

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

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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