Apply investment performance measurement and portfolio risk analysis to Indigenous trust accounts in this full-time analyst position. Communicate findings clearly across diverse stakeholder groups.

The Investment Portfolio Analyst supports oversight, reporting, governance, and performance measurement for treaty benefit, settlement, land, and community-directed trusts. You will work with Indigenous Trustees, Chief and Council, managers, custodians, consultants, and community representatives. The role requires institutional investment knowledge, cultural competency, and relationship sensitivity.

Key Responsibilities:

- Monitor portfolios against benchmarks, peer groups, and policy objectives
- Prepare monthly, quarterly, and annual performance reports
- Analyze manager attribution, risk metrics, style, and mandate compliance




- Review allocations against IPS, trust agreements, and governance frameworks
- Resolve performance data discrepancies with managers and custodians

Requirements:

- Two or more years of progressive investment experience
- Bachelor's degree in finance, economics, commerce, or related discipline
- Completed or progressing Chartered Financial Analyst designation
- Solid institutional investment and performance measurement knowledge
- Advanced Excel and investment analytical tools proficiency

Support Indigenous trust oversight through investment reporting, risk analysis, governance awareness, and clear stakeholder communication.

📌 Investment Performance Analyst Indigenous Trusts (Calgary)
🏢 Olympia Financial Group
📍 Calgary