About Nicola Wealth: Nicola Wealth provides financial planning, private investment funds, and client services within a growth-oriented wealth management environment. We are committed to delivering client service in a values-driven culture and to investing in the growth and development of our people.Purpose of the Role: Working closely with the Nicola Mortgage Investment Team, this role supports investment monitoring and delivers insights on portfolio performance, exposures, and stakeholder reporting, leveraging strong analytical skills, attention to detail, and technical proficiency. The role provides exposure to the Private Capital platform across five investment verticals and offers an opportunity to develop an in-depth understanding of the Nicola Mortgage Funds.Team and Department: The Middle Office team within Private Capital is responsible for investment monitoring, performance analysis, and portfolio reporting across all Private Capital funds. The team ensures high-quality, accurate, and timely information is available to support portfolio oversight and reporting. This is a hybrid role based in Vancouver.Core ResponsibilitiesMonitor the performance of existing portfolio investments.Analyze financial statements, partner reports, and key performance drivers for existing portfolio investments.Prepare monthly and quarterly portfolio reports, including performance analysis, exposures,



and key insights for stakeholders.Support the review and updating of internal credit risk ratings.Prepare cash flow projections as guided by the investment team.Maintain investment data across multiple portfolio management systems.Support internal stakeholders through presentations and ad-hoc project work.Identify operational risks and drive process improvements.Required Skills & QualificationsA minimum of 3-5 years of relevant experience in the Commercial Real Estate Industry, or within Private Capital/Real Assets.Undergraduate degree in business, accounting, finance or real estate.Experience with performance measurement methodologies and attribution models.Working experience with PowerBI, SimCorp, Salesforce, or similar programs considered an asset.Must be legally eligible to work in Canada for any employer.Compensation & BenefitsThis position offers a base salary range of $100,000 - $120,000 plus a competitive performance bonus, RRSP contribution, and engagement in our profit-sharing program. Base salary is commensurate with experience, skills, and qualifications.Note: This role is a current vacancy within Nicola Wealth.Equal prospect employer. Please include both a cover letter and resume in support of your application. If you require reasonable accommodation during the recruitment process, please contact [email protected]. All information shared during the accommodation request process will be stored and used in a manner that complies with applicable laws and Nicola Wealth policies.#J-18808-Ljbffr

📌 Associate (Mortgages), Private Capital Middle Office - C$100,000 - C$120,000 A Year (Winnipeg)
🏢 Nicola Wealth
📍 Winnipeg