Director, Portfolio Analytics and Reporting

at  Nicola Wealth

ABOUT NICOLA WEALTH:

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

REQUIRED SKILLS & QUALIFICATIONS:

• Completion of an undergraduate degree in business/accounting/finance.
• A minimum of 10 years of front or middle-office experience in private markets, portfolio monitoring, risk management or another relevant field.
• You have experience establishing new processes and effectively implementing and adopting enterprise systems to create scalable solutions.
• You have a passion for Asset Management, driving operational effectiveness and portfolio monitoring.
• You have an exceptional understanding of performance measurement and portfolio analytics.
• Proven credit or equity investment monitoring and risk assessment skills.
• You have proven ability to lead others to achieve high performance.

ADDITIONAL SKILLS & QUALIFICATIONS:

• You have a professional demeanor with the ability to build trust with our people and partners and influence appropriately across functions.
• You thrive in a collaborative and team focused environment.
• You have excellent written and verbal communication skills in English
• You have exceptional attention to detail and project management skills.
• You are calm and collaborative under pressure.
• CFA, CPA, MBA, or CBV (either completed or in progress) is considered an asset.
• Experience across credit and equity markets and strategies is considered an asset.
• You are legally eligible to work in Canada for any employer.

PURPOSE OF THE ROLE:

We are seeking a highly motivated individual to lead the optimization of portfolio monitoring processes and procedures across Private Capital. Creating scalability and consistency across the private capital platform is vital to support ongoing growth of the Private Capital business and to continue meeting the diverse needs of a growing client base.
The Head of Portfolio Monitoring will be responsible for leading the Portfolio Monitoring team and establishing a consistent approach, processes, use of systems and reporting for portfolio monitoring across all verticals.
The location of this role will be a hybrid work schedule based in either our Toronto or Vancouver office.