Senior Manager, Capital Planning, Research and Portfolio Analytics

Posted 7 Days Ago
Be an Early Applicant
Montréal, QC, CAN
In-Office
Senior level
Financial Services
The Role
Lead capital planning, portfolio analytics, and research for a global real estate portfolio. Coordinate capital allocation, perform leverage and scenario analyses, benchmark performance, support risk and sustainability reporting, and summarize investment committee outcomes. Act as principal liaison with Real Estate leadership and partner teams to inform strategic decisions.
Summary Generated by Built In
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

*Benefits package may vary based on your employee type.

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

Skills Required

  • Master's degree in finance, accounting, MBA, MSc or professional designation such as CFA or CAIA
  • Eight plus (8+) years experience in portfolio risk management, investment, portfolio management, or relevant analytical role
  • Strong understanding of global real estate markets and private markets capital allocation frameworks
  • Advanced financial modelling and scenario analysis skills
  • Ability to communicate effectively to senior audiences and synthesize complex analysis into decision-ready insights
  • Attention to detail with strong execution discipline
  • Proficiency with Excel and PowerPoint
  • Experience with BI/visualization tools (Power BI, Tableau)
  • Bilingualism in English and French
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The Company
HQ: Ottawa
1,330 Employees
Year Founded: 1999

What We Do

The Public Sector Pension Investment Board (PSP Investments) is one of Canada's largest pension investment managers with $230.5 billion of net assets as of March 31, 2022. It manages a diversified global portfolio composed of investments in public financial markets, private equity, real estate, infrastructure, natural resources and private debt. Established in 1999, PSP Investments manages net contributions to the pension funds 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. For more information, visit investpsp.com or follow us on Twitter and LinkedIn.

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