Investment Performance Associate at Nicola Wealth

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 Privat...