Senior Manager, Capital Planning, Research and Portfolio Analytics
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Key skills for this role
About the Role
PSP Investments is seeking a Senior Manager for Capital Planning, Research and Portfolio Analytics within its Real Estate Group. The role involves coordinating capital planning, conducting research and benchmarking, providing portfolio analytics, and liaising with leadership.
Key Skills for This Role
Responsibilities
- Coordinate annual capital planning activities, ensuring alignment with investment pipeline and strategic objectives
- 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
- Lead benchmarking and performance analysis against industry standards and peer groups
- Provide comprehensive quarterly updates and in depth analytics on leverage positions
- Act as principal liaison with key business partners and ensure effective communication with Real Estate leadership
- Collaborate with CIO office on capital allocation and benchmarking initiatives
- Partner with Risk to support scenario planning and risk analysis
- Work with Sustainability team to ensure ESG data integrity and deliver climate related reporting
- Prepare and deliver summaries of investment committee discussions and decisions
Requirements
- 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
- Proficiency with Excel, PowerPoint, and BI/visualization tools (e.g. Power BI, Tableau)
- Bilingualism English and French
Full Job Posting
About Us
- One of Canada’s largest pension investors with CAD 320.6 billion net assets as of March 31, 2026.
- Invests funds for pension plans of federal public service, Canadian Forces, RCMP, and Reserve Force.
- Headquartered in Ottawa, principal business office in Montréal, offices in New York, London, and Hong Kong.
About The Team
- Real Estate Group manages a diversified global portfolio across sectors and geographies.
- Supported by a dedicated Portfolio Monitoring function for portfolio strategy, capital planning, analytics, reporting, and governance.
About Your Role
- Coordinate annual capital planning activities, ensuring alignment with investment pipeline and strategic objectives.
- 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.
- 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.
- 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.
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.
- Attention to detail with strong execution discipline.
- Proficiency with Excel, PowerPoint, and BI/visualization tools (e.g. Power BI, Tableau).
- Bilingualism English and French.
Total Rewards
- 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
- Personalized family building support with financial assistance
- Vacation days available on day one with additional days on milestone anniversaries, and summer Friday afternoons off
- Hybrid work model with mix of in office and remote days
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