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
Strong 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 explicit stakeholder communication.

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