Investpsp

Investpsp

Senior Analyst / Associate, Global Alpha, Fundamental Research Platform

Montreal · Senior

Sponsorship not specifiedDetected 14 days ago
PythonLLMsFinancial ModelingAccountingExcelValuationRecruitingResearchLeadershipCollaborationCFA

About the role

  • The Fundamental Research Platform is a team of sector specialists providing deep, bottom-up research across the global markets in which PSP invests.
  • The best ideas come from the interaction between the two: deep sector knowledge held against a portfolio-wide view of risk, opportunity, valuation, and conviction.
  • Initial coverage will be set based on team needs and the candidate's background, but may include banks, insurers, asset managers, brokers, and other financial services companies across global markets.

Responsibilities

  • Take responsibility for a defined slice of the financials universe - building and maintaining models, tracking the operating metrics that matter, and knowing the companies well enough to anticipate the key debates before results are released
  • Develop investment theses and bring both the bull and the bear case to the team.
  • Be clear about what your work implies: what we should own, avoid, add to, trim, or continue monitoring - and why now
  • Build and use a network of sell-side analysts, industry consultants, experts, and company contacts.
  • A personalized family-building support, from pre-pregnancy to menopause, with available financial assistance
  • Our primary role is to support PSP's internally managed active equities strategies.
  • This is a research role, not a support role.

Requirements

  • A track record covering the financial sector is a clear advantage
  • Proficiency with the standard tools - Excel, Bloomberg, and a financial-data platform (Capital IQ, FactSet, or similar)
  • The ability to synthesize a large volume of information into a clear, honest, and persuasive view - in writing and in person - for an audience that will challenge it
  • An undergraduate degree in a relevant field from an accredited institution.
  • A graduate degree is welcome but not required

Skills

  • The final title will be calibrated based on experience; the expectations above remain the same.
  • knowing where these tools help, where they fail, and how to verify the work before it influences an investment decision.

Compensation

  • Beyond salary and incentive pay eligibility, you have access to:

Benefits

  • Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off
  • The sector team owns coverage depth; the portfolio managers own portfolio construction.
  • Competitive pension plans
  • Unlimited access to virtual healthcare services and wellness programs

Company info

  • 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.
  • 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.
  • You will sit within the Financials sector team, report to the sector lead, and partner directly with portfolio managers across PSP's active equities mandates.
  • Typically, five (5) to ten (10) years in a role involving rigorous fundamental work - buy-side research, sell-side equity research, investment banking, or fund management. A track record covering the financial sector is a clear advantage
  • Strong fundamental and financial-analysis skills, with advanced financial modeling and valuation. You should be able to build a defensible model from a blank sheet, not only maintain an existing one
  • A comprehensive understanding of financial statement accounting and a relentless attention to detail

This listing is sourced directly from Investpsp's careers page and normalized into a canonical job model.