Portfolio Management Analyst
4 weeks ago
Summary As part of the Coril Holdings Ltd. Portfolio Management team and reporting to the Vice President, Shareholder Relations & Portfolio Management, responsibilities of the Portfolio Management Analyst (“PMA”) involve supporting capital allocation recommendations using data‑driven insights. The successful candidate will work directly with Coril’s executive team in shaping strategic investment decisions and long‑term portfolio performance. Key Responsibilities Portfolio Analysis & Capital Allocation Evaluate investment opportunities, conduct financial modeling and due diligence to support strategic recommendations regarding Coril’s capital allocation. Prepare DCF, CCA and other financial models to aid in the analysis of Coril’s portfolio and evaluate new investment opportunities. Analyze historical and forward‑looking information of portfolio companies and investments portfolio to identify trends, challenge assumptions and make capital allocation recommendations. Assist in valuing Coril’s portfolio on a quarterly basis. Support deal execution and assist in structuring/negotiating transactions. Performance Monitoring & Reporting Monitor portfolio company performance and provide relevant and meaningful insights. Benchmark portfolio company performance to peers. Prepare reports and presentations for Executive and Board meetings. Evaluate and report on performance of investments in VC and PE (direct and funds) and public securities (equity, debt, derivatives). Monitor equity and fixed income portfolios and markets, supporting growth and liquidity portfolio construction. Market & Sector Research Monitor geopolitical, macroeconomic and sector news flow, and identify potential impacts to Coril’s portfolio. Conduct market research, including analysis of macro and industry dynamics, regulatory changes, competitive landscapes and business trends impacting Coril’s portfolio. Perform research on promising new sectors, geographies, spin‑outs and adjacencies for future diversification. Data Management & Technology Support Develop and maintain proprietary models associated with Coril’s portfolio management, risk management, and possibly other finance-related endeavors. Support the IT function as required, including financial software evaluation, selection, and deployment. Other duties as required. Stakeholder Engagement Collaborate with portfolio company teams and industry experts. Build relationships with external investment contacts for the purposes of portfolio management and administration. Build industry knowledge through conferences, trade shows, etc. Qualifications Bachelor’s degree in Finance, Economics, Business Administration or a related field. CFA designation preferred. Candidates currently enrolled in the CFA Program are also encouraged to apply. 2-5 years of experience in investment analysis and/or portfolio management. Experience with financial modeling, valuation techniques and investment performance analysis. Ability to analyze complex financial data and market trends. Curiosity and a demonstrated interest in capital markets. Proficiency with Microsoft Office, AI tools (i.e. Co‑Pilot or ChatGPT), Power BI, Power Query. Advanced Excel skills. Exposure to financial software including FactSet or Bloomberg is an asset. Excellent written and verbal communication skills. Strong interpersonal skills and ability to work cross‑functionally. #J-18808-Ljbffr
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Portfolio Management Analyst
4 weeks ago
Calgary, Canada CFA Institute Full timeSummary As part of the Coril Holdings Ltd. Portfolio Management team and reporting to the Vice President, Shareholder Relations & Portfolio Management, responsibilities of the Portfolio Management Analyst (“PMA”) involve supporting capital allocation recommendations using data‑driven insights. The successful candidate will work directly with Coril’s...
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Portfolio Analyst
3 days ago
Calgary, Canada Rogers Communications Full time**Who we're looking for**: The Intake and Demand Portfolio Analyst is responsible for managing the front end of the project lifecycle and aligning demand with strategic priorities and delivery capacity. This role ensures that new requests are evaluated, prioritized, and integrated into the broader portfolio with a clear understanding of resource availability...
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PMO Portfolio Analyst
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Calgary, Canada TRC Companies, Inc. Full timeAbout Us: Groundbreaker. Game changer. Pioneer. TRC has long set the bar for clients who require more than just engineering, combining science with the latest technology to devise innovative solutions that stand the test of time. From pipelines to power plants, roadways to reservoirs, schoolyards to security solutions, clients look to TRC for breakthrough...
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Associate Vice-President Portfolio Management
3 minutes ago
Calgary, Canada National Bank of Canada Full timeJoin to apply for the Associate Vice-President Portfolio Management role at National Bank of Canada . The position is available in Calgary or Edmonton and involves coaching a team of Portfolio Management Directors and Senior Analysts in the Real Estate Financing sector. Job Responsibilities Manage and coach a team of Portfolio Management Directors (PMD) and...
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Strategic Portfolio Analyst: Capital Allocation
4 weeks ago
Calgary, Canada CFA Institute Full timeA leading investment management firm in Calgary is seeking a Portfolio Management Analyst to support capital allocation through data-driven insights. You will evaluate investment opportunities, prepare financial models, and monitor portfolio performance while collaborating with executive teams. Candidates should have a Bachelor's degree in a related field,...
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Strategic Portfolio Analyst: Capital Allocation
4 weeks ago
Calgary, Canada CFA Institute Full timeA leading investment management firm in Calgary is seeking a Portfolio Management Analyst to support capital allocation through data-driven insights. You will evaluate investment opportunities, prepare financial models, and monitor portfolio performance while collaborating with executive teams. Candidates should have a Bachelor's degree in a related field,...
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Associate Vice-President Portfolio Management
4 weeks ago
Calgary, Canada National Bank Full timeBeing a Associate Vice-President Portfolio Management in the Real Estate Financing sector at National Bank means coaching a team of Portfolio Management Directors and Senior Analysts in the real estate financing sector to enhance financing solutions in the Real Estate Financing (FI) team's files, while being involved in the sector's large and complex files....
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Associate Vice-President Portfolio Management
3 weeks ago
Calgary, Canada National Bank Full timeBeing a Associate Vice-President Portfolio Management in the Real Estate Financing sector at National Bank means coaching a team of Portfolio Management Directors and Senior Analysts in the real estate financing sector to enhance financing solutions in the Real Estate Financing (FI) team's files, while being involved in the sector's large and complex files....
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Associate Vice-President Portfolio Management
3 weeks ago
Calgary, Canada National Bank Full timeBeing a Associate Vice-President Portfolio Management in the Real Estate Financing sector at National Bank means coaching a team of Portfolio Management Directors and Senior Analysts in the real estate financing sector to enhance financing solutions in the Real Estate Financing (FI) team's files, while being involved in the sector's large and complex files....
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Associate Vice-President Portfolio Management
3 weeks ago
Calgary, Canada National Bank Full timeBeing a Associate Vice-President Portfolio Management in the Real Estate Financing sector at National Bank means coaching a team of Portfolio Management Directors and Senior Analysts in the real estate financing sector to enhance financing solutions in the Real Estate Financing (FI) team's files, while being involved in the sector's large and complex files....
