Investment Portfolio Manager

4 days ago


Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full time

At Nicola Wealth Management Ltd., we are seeking a highly skilled Investment Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for analyzing and managing investment opportunities across various asset classes.

Key Responsibilities:
  • Analyze market trends and industry developments to identify potential investment opportunities.
  • Evaluate the attractiveness of investment opportunities through financial modeling, valuation analyses, and market research.
  • Collaborate with colleagues to develop and implement investment strategies.
  • Prepare investment committee materials and present findings to senior management.
  • Ongoing monitoring of existing investments and preparation of regular reporting documents.

To succeed in this role, you should have a minimum of 1-2 years of relevant experience in private equity, venture capital, or investment banking. You should also possess strong accounting, valuation, and financial modeling skills. Additionally, experience conducting due diligence as part of M&A or growth equity transactions is considered an asset.

We offer a competitive base salary range of $90,000 - $110,000 plus a performance bonus, and participation in our Asset Management profit-sharing program. Our people grow our business, delight our clients, and live our values every day. We believe in investing in our people and providing them with opportunities for growth and development.



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