Job Description & How to Apply Below
Become an Investment Performance Associate with Nicola Wealth, focusing on monitoring mortgage investments and enhancing reporting insights. This hybrid role in Vancouver requires sharp analytical skills and detail orientation.
You will collaborate with the Nicola Mortgage Investment Team to ensure portfolio performance is accurately represented and monitored.
Your role will facilitate important stakeholder communications and active involvement in investment data management, enhancing the Private Capital platform experience.
Key Responsibilities:
• Monitor existing portfolio investment performance
• Analyze financial statements and partner reports for insights
• Generate detailed monthly and quarterly portfolio performance reports
• Assist in reviewing and maintaining credit risk ratings
• Support stakeholder presentations and project work
Requirements:
• 3-5 years’ experience in Commercial Real Estate or Private Capital
• Undergraduate degree in business, finance, or real estate
• Knowledge of performance measurement methodologies
• Experience with Power
BI or relevant tools is preferred
• Must have work eligibility in Canada
Utilize your analytical expertise to support and enhance investment monitoring at Nicola Wealth.
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Position Requirements
10+ Years
work experience
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