Senior Analyst, Investments
Top Benefits
About the role
Please refer to the
How to Apply for a Job (for External Candidates)
job aid for instructions on how to apply.
If you are an active McGill employee (ie: currently in an active contract or position at McGill University), do not apply through this Career Site. Login to your McGill Workday account and apply to this posting using the Find Jobs report (type Find Jobs in the search bar).
Position Summary:
Reporting to the Director, Investments, the Senior Analyst, Investments will help manage McGill’s 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 funds. In 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:
- 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.
- 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.
- Responsible investing leadership (“RI”)
- Execute and help refine McGill’s 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 portfolio’s 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. Master’s 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 skills—clear 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 Montreal's 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
.
Minimum Education and Experience:
Bachelor's Degree 5 Years Related Experience /
Annual Salary:
(MPEX Grade 08) $100,980.00 - $126,230.00 - $151,480.00
Job Profile:
MPEX-FIN3C - Audit, Risk, Insurance & Investments - Senior Professional/Manager
Hours per Week:
33.75 (Full time)
Supervisor:
Director, Investments
Position End Date (If applicable):
Deadline to Apply:
2025-11-13
McGill University hires on the basis of merit and is strongly committed to equity and diversity within its community. We welcome applications from racialized persons/visible minorities, women, Indigenous persons, persons with disabilities, ethnic minorities, and persons of minority sexual orientations and gender identities, as well as from all qualified candidates with the skills and knowledge to productively engage with diverse communities. McGill implements an employment equity program and encourages members of designated groups to self-identify. Persons with disabilities who anticipate needing accommodations for any part of the application process may contact, in confidence,
accessibilityrequest.hr@mcgill.ca
.
About McGill University
McGill University is one of Canada's best-known institutions of higher learning and one of the leading universities in the world. With students coming to McGill from some 150 countries, our student body is the most internationally diverse of any research-intensive university in the country. McGill was founded in 1821 thanks to a generous bequest by James McGill, and since then, we've grown from a small college to a bustling university with three campuses, 11 faculties, some 300 programs of study, and more than 37,500 students. The University also partners with four affiliated teaching hospitals to graduate over 1,000 health care professionals each year.
The goal of McGill University's social media platforms is to strengthen our community, which includes students, faculty, and alumni. The aim is to provide information on events, campus news and promote networking.
McGill University fosters freedom of expression, while valuing respect and collegiality. We encourage respectful dialogue and reserve the right to remove the following: Comments deemed offensive, vulgar or profane; comments off-topic and/or unrelated to posted content; content that infringes on an individual's privacy or copyright.
Senior Analyst, Investments
Top Benefits
About the role
Please refer to the
How to Apply for a Job (for External Candidates)
job aid for instructions on how to apply.
If you are an active McGill employee (ie: currently in an active contract or position at McGill University), do not apply through this Career Site. Login to your McGill Workday account and apply to this posting using the Find Jobs report (type Find Jobs in the search bar).
Position Summary:
Reporting to the Director, Investments, the Senior Analyst, Investments will help manage McGill’s 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 funds. In 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:
- 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.
- 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.
- Responsible investing leadership (“RI”)
- Execute and help refine McGill’s 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 portfolio’s 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. Master’s 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 skills—clear 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 Montreal's 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
.
Minimum Education and Experience:
Bachelor's Degree 5 Years Related Experience /
Annual Salary:
(MPEX Grade 08) $100,980.00 - $126,230.00 - $151,480.00
Job Profile:
MPEX-FIN3C - Audit, Risk, Insurance & Investments - Senior Professional/Manager
Hours per Week:
33.75 (Full time)
Supervisor:
Director, Investments
Position End Date (If applicable):
Deadline to Apply:
2025-11-13
McGill University hires on the basis of merit and is strongly committed to equity and diversity within its community. We welcome applications from racialized persons/visible minorities, women, Indigenous persons, persons with disabilities, ethnic minorities, and persons of minority sexual orientations and gender identities, as well as from all qualified candidates with the skills and knowledge to productively engage with diverse communities. McGill implements an employment equity program and encourages members of designated groups to self-identify. Persons with disabilities who anticipate needing accommodations for any part of the application process may contact, in confidence,
accessibilityrequest.hr@mcgill.ca
.
About McGill University
McGill University is one of Canada's best-known institutions of higher learning and one of the leading universities in the world. With students coming to McGill from some 150 countries, our student body is the most internationally diverse of any research-intensive university in the country. McGill was founded in 1821 thanks to a generous bequest by James McGill, and since then, we've grown from a small college to a bustling university with three campuses, 11 faculties, some 300 programs of study, and more than 37,500 students. The University also partners with four affiliated teaching hospitals to graduate over 1,000 health care professionals each year.
The goal of McGill University's social media platforms is to strengthen our community, which includes students, faculty, and alumni. The aim is to provide information on events, campus news and promote networking.
McGill University fosters freedom of expression, while valuing respect and collegiality. We encourage respectful dialogue and reserve the right to remove the following: Comments deemed offensive, vulgar or profane; comments off-topic and/or unrelated to posted content; content that infringes on an individual's privacy or copyright.