Description
Trans-Canada Capital (TCC) is an asset management firm specializing in innovative investment strategies for institutional investors. Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country. Over the years, we have earned an enviable reputation by generating superior returns through strategies focusing on alpha generation in a rigorous risk-controlled framework. With C$30 billion in assets under management (inclusive of leverage), more than 100 investment professionals based in Montreal and Toronto, and a complete range of alternative solutions, TCC is well positioned to meet the needs of institutional investors seeking steady returns.
Reporting to the Manager, Portfolio Monitoring, the Senior Analyst will play a key role in the transformation and evolution of portfolio monitoring tools and reporting. The selected candidate will actively contribute to process automation, optimization, and innovation, while acting as a subject matter expert in data visualization. The individual will also support the continuous improvement of the department in line with industry best practices and share their expertise with team members.
Joining TCC means working in a collaborative environment, contributing to a wide range of sophisticated investment strategies, and partnering closely with investment teams.
Responsibilities:
- Act as a data visualization expert within TCC
- Collaborate closely with stakeholders, including Middle Office teams and Portfolio Managers
- Design and develop various tools and reports (positions, P&L, performance attribution, Greeks analysis, etc.)
- Lead or contribute to projects related to the implementation of new processes and tools
- Serve as a liaison between technical teams and Portfolio Managers to effectively understand business needs
- Establish and promote best practices in portfolio monitoring
- Ensure strong governance to maintain data integrity
- Identify, recommend, and implement process and system improvements
- Develop and maintain a periodic review process to ensure reports remain relevant and effectively utilized
Qualifications
- Bachelor’s or Master’s degree in Finance, Mathematics, Accounting, or a related field
- 5 to 10 years of relevant experience in portfolio monitoring, financial analysis, or a similar environment
- Advanced proficiency in data visualization tools (Power BI or equivalent)
- Strong programming skills (Python, SQL, DAX, or equivalent)
- Solid understanding of financial markets, particularly fixed income and derivatives
Preferred Qualifications
- CFA, FRM, or PRM designation (completed or in progress)
- Experience in data environment structuring or data architecture
- Experience with system implementation or transformation projects
- Knowledge of Bloomberg
- Bilingualism (English and French). This position requires bilingualism at the professional level to provide support to clients and employees located outside of Quebec or who require services in a language other than French.
Core Competencies
- Strong analytical skills and critical thinking
- Ability to translate complex data into clear, actionable insights
- Excellent communication and presentation skills
- Autonomy, proactivity, and strong sense of ownership
- Ability to influence and collaborate with diverse stakeholders
- Agility and ability to thrive in a fast-evolving environment
The position will be based in downtown Montréal, with a presence in the office four days per week.
Conditions of Employment:
- Candidates must be eligible to work in the country of interest at the time any offer of employment is made and are responsible for obtaining any required work permits, visas, or other authorizations necessary for employment. Prior to their start date, candidates will also need to provide proof of their eligibility to work in the country of interest.
Linguistic Requirements
Bilingual (English and French)
Diversity and Inclusion
Trans Canada Capital Inc. is strongly committed to Diversity and Inclusion and aims to create a healthy, accessible and rewarding work environment which highlights employees’ unique contributions to our company’s success.
As an equal opportunity employer, we welcome applications from all to help us build a diverse workforce which reflects the diversity of our customers, and communities, in which we live and serve.
Trans Canada Capital Inc. thanks all candidates for their interest; however only those selected to continue in the process will be contacted.
