Portfolio Analyst - UHNW Team

About Cidel

Cidel is a Canadian-based global private bank and asset manager. We help high net worth individuals, families and institutions protect and grow their wealth. Our expertise spans three well-integrated service areas:

• Asset Management
• Planning, Structuring & Trust
• Specialized

This posting is for a new position.

The Ultra High Net Worth (UHNW) team supports a select group of sophisticated clients with complex financial needs, multi‑asset class portfolios, and long‑term strategic objectives. The Portfolio Analyst plays a pivotal role in delivering analytical depth, investment insight, and operational excellence to drive exceptional client outcomes. This position is ideal for a proactive and motivated individual who thrives in a fast‑paced, data‑driven environment and is passionate about investments, portfolio construction, and client service.

• Build and maintain detailed financial models to support asset allocation, portfolio construction, cash flow projections and scenario analysis.
• Conduct performance attribution, risk analytics, and exposure reporting across multi‑asset portfolios.
• Evaluate investment returns using quantitative and qualitative frameworks.

• Analyze complex financial data to draw key insights, integrating general investment knowledge and messages from internal investment experts.
• Calculate and analyze the performance of investment portfolios, including attribution analysis and benchmarking against relevant indices.
• Develop customized dashboards and periodic client reports, and visualizations that translate complex data into key insights and communications.
• Review Cidel investment reporting for accuracy and lead the delivery of any custom portfolio analyses; ensure all performance reporting complies with industry standards and regulatory requirements.
• Enhance data gathering and reporting processes and workflows to improve accuracy, efficiency, and scalability.

• Create customized portfolio proposals tailored to UHNW clients that articulate objectives, risk profiles, liquidity needs, and long‑term strategies clearly.
• Collaborate with Wealth Consultants and investment team to refine proposals and ensure alignment with firm strategy.

• Conduct ongoing research on macroeconomic trends, asset classes, managers, and investment strategies.
• Monitor market developments and provide timely insights to the UHNW team.
• Assist in the development of insightful client communications that leverage key insights tailored to the interests & needs of UHNW client base

• Assist in preparing materials for client meetings, reviews, and strategic planning sessions.
• Respond to ad‑hoc analytical requests from Wealth Consultants and senior leadership.
• Ensure proper investment execution for client allocations, in concert with the Client Service and Operations Teams.
• Partner with cross‑functional teams including trading, operations, compliance, and investment teams.

• Strong proficiency in financial modeling, portfolio analytics, and quantitative analysis.
• Advanced MS Office skills (Excel, PowerPoint, Copilot, One Note); proficiency in performance measurement tools and software (e.g., Morningstar, Fact Set) is an asset.
• Ability to quickly learn internal proprietary operating systems.
• Experience with portfolio management systems or investment analytics platforms (e.g., Bloomberg, Fact Set, Morningstar Direct) is preferred.

• Solid understanding of investment concepts including asset allocation, risk management, capital markets, and portfolio theory.
• Exposure to multi‑asset class portfolios, alternative investments, or private markets is advantageous.

• Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or related field.
• Progress toward CFA designation or similar credential is highly valued.
• 1–4 years of experience in wealth management, asset management, investment banking, corporate development or a related analytical role.

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