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 clear stakeholder communication.

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