Position Number: 50022215 /

Department: Office of the Treasurer

Grade: GR14

Campus: Sir George Williams (Downtown)

Salary: $102,236.59 - $122,130.85 per annum

Union/Association/HR Policy: CUPEU

Posting deadline: October 22, 2026

Applicants are strongly encouraged to include a cover letter expressing their interest and how their profile aligns with the role.

Recognized as one of Montreal’s top Employers, Concordia University is the place to be if you are looking to grow, contribute and innovate in a dynamic and multicultural environment.

Be part of a community that addresses society’s big challenges, supports your personal and professional growth, and makes a real impact in building a more sustainable world.

As a member of our community, you will have access to comprehensive benefits, a defined pension plan and numerous on site well-being facilities such as a state of the art gym and health clinic as well as a variety of educational and cultural opportunities.

NOTE: This posting represents a contract for the duration of 30 months, with the possibility of extension up to 36 months.

SCOPE The Office of the Treasurer manages a dual mandate covering the University’s pension plan and its endowment, more than $2 billion in combined assets, invested globally across public equities, fixed income, private equity, private credit, real assets and hedge funds through external managers. The private markets programme represents a significant and growing share of the portfolio.

The Senior Analyst works directly with the Director Investments and Deputy CIO, and closely with a team of advisors. They apply a large scope perspective to the full portfolio rather than a single asset class and contribute analytic insights for high level Investment Committees and Board meeting discussions. The role offers broad exposure to manager selection, private markets, portfolio construction, risk analysis and institutional governance, while providing the opportunity to build and enhance the analytical tools used by the office.

PRIMARY RESPONSIBILITIES

- Provide specialized investment analysis, advice and recommendations across all University investment programs to support risk management, energetic asset allocation, portfolio construction, manager decisions, and the optimization of risk-adjusted returns.
- Evaluate total-portfolio performance and prospective risk using performance and risk attribution, factor analysis, scenario analysis, stress testing, financial simulations and peer comparisons against objectives, benchmarks, risk parameters and liquidity requirements.
- Serve as the senior analytical resource for the systemic risk management program, including the development, monitoring and communication of portfolio indicators, risk scenarios, and emerging vulnerabilities.
- Oversee quantitative monitoring of external managers, including performance, return and risk, mandate adherence, portfolio developments and proposed strategy changes; support manager searches and quantitative due diligence.
- Strengthen private markets analytics by monitoring valuations, commitments, capital activity and exposures; reconciling non-marketable holdings; and developing cash-flow and liquidity forecasts.
- Enhance and fully utilize third-party analytical tools, data resources, models and dashboards, including requirements definition, implementation, output validation, documentation and data-quality controls.
- Produce and validate portfolio, risk and governance reporting for senior management,



Investment Committees and Boards; monitor compliance with policies, benchmarks, limits and other governance parameters and escalate material exceptions.
- Serve as a key resource providing analytical and operational coverage for the Investment Advisor, Sustainability Advisor, and Financial Analyst, supporting portfolio operations, market and foreign exchange transactions, sustainability data analysis, and the timely completion of recurring deliverables.
- Lead data management and process enhancement initiatives, improve repeatability and controls, guide programming work assigned to interns or other technical resources, and perform related duties assigned by the immediate Supervisor.
- Support strategic portfolio studies and evaluate investment themes, market and macroeconomic developments, portfolio exposures and concentration risks to identify implications for portfolio positioning and decision-aking.

QUALIFICATIONS

- Bachelor’s degree in finance, business, economics, mathematics, statistics or a related field, with over seven years of progressive experience in investments, portfolio analytics or risk in an institutional setting, such as a pension plan, endowment, foundation, investment consulting firm or asset management firm.
- Professional designation such as CFA, FRM or CAIA is an asset.
- Demonstrated ability to manage complex assignments and projects within established deadlines, produce accurate and comprehensive analysis with limited supervision, and translate quantitative findings into clear investment insights for non-specialist audiences.
- Advanced knowledge of Microsoft Excel and demonstrated ability to use, enhance and validate analytical models, third-party investment tools, data resources and reporting solutions.
- Methodical and detail-oriented analytical thinker who can absorb large volumes of information, grasp complex issues quickly, challenge assumptions and document work rigorously.
- Experience in or exposure to an institutional investment environment managing a globally diversified pension plan and endowment
- Experience with external manager oversight and private markets analytics, including commitments, valuations, capital activity, cash-flow modelling and liquidity forecasting.
- Strong research, financial modelling and total-portfolio analysis skills, including investment valuation, portfolio construction, manager selection and institutional governance.
- Strong practical knowledge of investment risk concepts and methods, including performance and risk attribution, factor analysis, exposure and concentration analysis, liquidity, drawdown, scenario analysis, stress testing and manager evaluation.
- Strong analytical capabilities, with an interest in building and enhancing the analytical tools used to support investment management activities.
- Very good knowledge (Level 5) of spoken and written English and good knowledge (Level 4) of spoken French.
- Strong communication and interpersonal skills, with the ability to present analytical conclusions clearly and maintain professional relationships with senior management, committee members,



consultants, custodians and external managers.
- Proficiency in Python, R, Matlab or equivalent for investment analysis, model development or automation. Programming is an asset rather than the primary focus of the role is an asset.
- Experience with investment performance, risk management, market data, peer comparison or visualization platforms, including Bloomberg or comparable systems is an asset.
- Familiarity with sustainability concepts, data sources and measurement conventions and their integration into investment analysis, and familiarity with private market fund structures, capital account reporting, commitments, valuations and cash-flow modelling are assets.
- Interest in or knowledge of private markets investing, which represents a significant and growing share of the portfolio is desirable.

Due to the volume of applications, only selected candidates will be contacted by our Talent Team.

Concordia University is an English-language institution of higher learning at which the primary language of instruction and research is English. Since this position supports academic and administrative functions of the university, proficiency in English and French, as indicated, is required.

IMPORTANT: The language and computer skills of short-listed candidates will be tested.

Territorial Acknowledgement

Concordia University is located on unceded Indigenous lands. The Kanien’kehá:ka Nation is recognized as the custodians of the lands and waters on which we gather today. Tiohtià:ke/Montreal is historically known as a gathering place for many First Nations. Today, it is home to a diverse population of Indigenous and other peoples. We respect the continued connections with the past, present and future in our ongoing relationships with Indigenous and other peoples within the Montreal community.

Employment Equity

Concordia University is strongly committed to employment equity within its community, and to recruiting a diverse faculty and staff. The University encourages applications from all qualified candidates, including women, members of visible minorities, Indigenous persons, members of sexual minorities, persons with disabilities, and others who may contribute to diversification; candidates are invited to self-identify in their applications. As part of your application, you will be asked to complete a diversity survey.

This information is voluntary and any information collected for this purpose is confidential and cannot be accessed by search committees or human resources employees. Results will be aggregated and used to help Concordia achieve its goal to see all members of our community not only reflected, but welcomed, included and supported in their efforts to contribute to all areas of university life.

Accessibility

Concordia desires to increase diversity among its community members and we strive to make our recruitment processes as accessible as possible and provide accommodations as required for applicants. If you are contacted for an interview and anticipate needing accommodations during the process, please contact, in confidence, [email protected]

Immigration Status

All qualified candidates are encouraged to apply; however, Canadian and Permanent Residents will be given priority. To comply with the Government of Canada’s reporting requirements, the University is obliged to gather information about applicants’ status as either Permanent Residents of Canada or Canadian citizens.

📌 Senior Analyst, Investment (Montreal)
🏢 Concordia University
📍 Montreal