Senior Analyst, Investments

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Position Summary:
Reporting to the Director Investments the Senior Analyst Investments will help manage McGills Pension Plan and Endowment by contributing to portfolio analytics manager research and implementation across public and private markets. You will develop decision-support analyses and reporting; conduct deep analyses that drive strategic and tactical asset-mix decisions and rebalancing; independently cover manager meetings and provide clear recommendations; and monitor existing managers and parallel you will apply a pragmatic responsible-investing lens embedding material ESG factors into underwriting and ongoing oversight engaging managers on issues that affect risk/return.

Primary Responsibilities:

1) Investment strategy analytics & implementation

• Evaluate investment opportunities (public and private markets); contribute to manager searches and strategy due diligence with clear understanding of key fund underwriting criteria.

• Manager coverage: independently source and meet managers and deliver concise debriefs/diligence notes on underwriting assumptions risks terms and ESG/stewardship factors with recommendations and next steps.

• Monitor existing managers and funds maintain detailed notes surface changes risks and recommend actions.

• Translate Investment Committee/CIO/Director decisions into executable plans in coordination with custodians managers and internal stakeholders.

• Leverage market/manager data tools (e.g. Bloomberg MSCI ESG eVestment Mercer) to extract clean analyze and visualize data for decision support.

2) Stakeholder engagement

• Prepare clear presentations and recommendations for Investment Committees; contribute to strategic projects (fund recommendations portfolio deep-dives asset-mix studies).

• Represent the Office of Investments with current and prospective managers and at industry events; build a strong network of investment/RI professionals.

3) Responsible investing leadership (RI)

• Execute and help refine McGills RI practices (ESG integration fund manager engagement impact investing and portfolio decarbonization); monitor emerging standards and distill implications into concrete underwriting or portfolio actions.

• Lead/coordinate service-provider searches for outsourced RI activities; act as primary contact to oversee deliverables and performance.

• Collaborate with portfolio managers to review the portfolios carbon footprint and impact allocations using MSCI ESG Research Bloomberg manager ESG materials and internal data; engage with external managers on ESG best practices and exclusions; and maintain relationships with RI associations and industry groups.

Other Qualifying Skills and/or Abilities

• Undergraduate degree in finance economics or a closely related field. Masters in Finance and/or a professional designation (e.g. CFA CA) preferred; experience in asset management/investments and ESG-related certifications are strong assets.
• At least five (5) years in institutional investing/asset management or related roles. Experience applying ESG/RI within investment processes is preferred (e.g. integrating ESG into underwriting monitoring or engagement).
• Advanced proficiency with Microsoft Excel Word and PowerPoint.
• Strong knowledge of investment concepts asset classes (traditional and alternatives) portfolio construction and statistical methods; practical understanding of pension/endowment contexts (strategic/tactical allocation rebalancing monitoring).
• Responsible Investing expertise: ESG integration impact investing manager engagement on material issues; knowledge of associations and a critical evidence-based perspective on practices and challenges.
• Externally facing and proactive: comfortable initiating outreach leading manager meetings and representing the Office; strong executive presence and timely follow-through.
• Exceptional research and analytical rigor; proven ability to produce accurate senior-level reports and presentations.
• Advanced data skills: Excel and market databases; programming in Python and/or VBA are strong assets.
• Excellent communication skillsclear writing and the ability to explain complex ideas succinctly to varied audiences.
• Highly organized; able to manage multiple priorities and deadlines in a dynamic environment; effective both independently and in a team while working closely with various team members.
• Occasional domestic and international travel for manager due diligence AGMs/LPACs conferences and site visits; ability to occasionally accommodate early/late meetings across time zones (e.g. Europe Asia).

As one of Montreals Top Employers here is what we offer:

• Competitive benefits package (Health Dental Life Insurance) (if eligible)
• Defined contribution pension plan (with employer contribution up to 10%) (if eligible)
• Group Registered Retirement Savings Plan (RRSP) and Tax Free Savings Account (TFSA)
• Competitive vacation policy
• Two (2) personal days
• Two (2) floating holidays
• Nine (9) Summer Fridays - paid days off between the St-Jean Baptiste holiday and Labour Day
• Paid time off over the December holiday period
• Tuition waiver for regular employees and their dependents
• Up to two (2) days of remote work per week where the position permits

Before applying please note that to work at McGill University you must be both authorized to work in Canada and willing to work in the province of Quebec at the campus where the position is based / located.

Knowledge of English: McGill University is an English-language university where day to day duties may require English communication both verbally and in writing. The level of English required for this position has been assessed at a level # 4 on a scale of 0-4.

For a definition of our language proficiency levels please click here.

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