Investpsp

Investpsp

Senior Analyst/Associate, Fundamental Research Platform - Technology

Montreal · Senior

Sponsorship not specifiedDetected 31 days ago
PythonLLMsFinancial ModelingExcelValuationRecruitingResearchLeadershipCommunicationCollaborationCFA

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 software, semiconductors, internet and platforms, IT services, hardware, or emerging technology themes across global markets.

Responsibilities

  • Build the case, then test it. Develop investment theses and bring both the bull and the bear case to the team. We care less about being right on the first pass than about pressure-testing assumptions until what remains is durable
  • Translate research into portfolio-relevant conclusions. Be clear about what your work implies: what we should own, avoid, add to, trim, or continue monitoring - and why now
  • Conduct primary research. Build and use a network of sell-side analysts, industry consultants, experts, and company contacts. Run channel checks. Attend management meetings and conferences and come back with something the transcript did not already say
  • Support the wider platform. Lend your sector perspective to alternative and private-market teams when they are evaluating technology businesses, where a public-market view can sharpen a private-market decision.
  • You should be able to build a defensible model from a blank sheet, not only maintain an existing one
  • Comfort building lightweight automations or workflows to make research faster; familiarity with Python or a similar language is an asset, not a requirement
  • The independence to form your own view and the discipline to follow a shared process

Requirements

  • A track record covering technology 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

Compensation

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

Benefits

  • 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.

Company info

  • 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.
  • 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.
  • Our primary role is to support PSP's internally managed active equities strategies.
  • You will sit within the Technology sector team, report to the sector lead, and partner directly with portfolio managers across PSP's active equities mandates.
  • The sector team owns coverage depth; the portfolio managers own portfolio construction.
  • We are looking for someone who wants to understand how technology companies create economic value - and has the rigour to identify when the market is overestimating or underestimating that value.
  • What matters most is judgment: knowing where these tools help, where they fail, and how to verify the work before it influences an investment decision. We are looking for someone who can use AI to move faster without becoming less rigorous.
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