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Portfolio Analytics and Reporting Director

2 months ago


Vancouver, British Columbia, Canada Nicola Wealth Full time $150,000 - $200,000
About Nicola Wealth

We are a leading wealth management firm with a strong track record of delivering exceptional results for our clients. Our sophisticated financial planning, diversified private investment funds, and award-winning culture make us a national leader in the industry.

We are seeking a highly motivated individual to lead the optimization of portfolio monitoring processes and procedures across Private Capital. This role will be responsible for establishing a consistent approach, processes, and systems for portfolio monitoring across all verticals.

Key Responsibilities
  • Lead the creation of a centralized Private Capital Portfolio Monitoring team and establish processes for consistent reporting, cashflow forecasting, and cash management.
  • Implement and adopt systems that improve the investment process for Private Capital, such as the new IBOR (SimCorp Dimensions).
  • Day-to-day leadership and oversight of the portfolio monitoring team, collaborating with Private Capital teams and other stakeholders across the firm.
  • Monitor the performance of existing investments, analyze financial statements, and conduct research on industry trends and developments.
  • Provide analysis for existing and prospective clients, prepare scenario analysis, and support the investment teams on closing and funding new investments.
Requirements
  • Completion of an undergraduate degree in business, accounting, or finance.
  • A minimum of 10 years of front or middle-office experience in private markets, portfolio monitoring, risk management, or a related field.
  • Experience establishing new processes and implementing enterprise systems to create scalable solutions.
  • Proven credit or equity investment monitoring and risk assessment skills, with a passion for asset management and driving operational effectiveness.
What We Offer

This role comes with a competitive salary range of $150,000 - $200,000, plus a performance bonus and participation in our profit-sharing program. We offer a comprehensive compensation and benefits package, including a profit-sharing program and share ownership opportunities.

We are an inclusive, equal opportunity employer, committed to removing barriers and providing equal access to employment. If you require reasonable accommodation during the recruitment process, please contact us at [insert contact information].