We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!
Reporting to the Head of Asset Management Operations, the Portfolio Performance Analyst plays a critical role in supporting Nicola Wealth’s investment platform through advanced fund performance measurement, attribution analysis, and reporting. This role ensures the accuracy, integrity, and consistency of fund performance data, supports the design and maintenance of analytics and reporting frameworks, and serves as a key resource for internal stakeholders across Asset Management, Private Wealth, and Finance.
This is a hybrid role based in our Toronto or Vancouver offices.
Core Responsibilities:- Design, enhance, and maintain performance and fund analytics reporting, ensuring outputs are clear, reliable, and aligned with business needs.
- Produce internal and external reporting packages and respond to adhoc analytics requests from stakeholders.
- Conduct and validate fund performance calculations and attribution analyses, ensuring accuracy and adherence to standards such as GIPS and CRM2.
- Investigate and reconcile performance-related discrepancies using multiple data sources and systems.
- Perform daily trade reconciliations and ensure timely resolution of failed trades.
- Validate datasets used for downstream reporting and ensure data integrity across systems and workflows.
- Maintain documentation for performance processes, methodologies, and data sources to support consistency and audit readiness.
- Identify opportunities for automation and efficiency improvements, leveraging advanced VBA/Excel, SQL, and BI tools.
- Undergraduate degree in Statistics, Commerce or related discipline.
- Advanced degree in a related discipline is an asset.
- 2+ years of experience in performance measurement, financial analytics, fund reporting, or a related asset management role.
- Advanced proficiency in VBA (assessment may be required), Excel, and strong experience with SQL.
- Experience with performance measurement methodologies and attribution models.
- Familiarity with reporting tools such as PowerBI, Tableau, SSRS, Crystal Reports, or similar.
- Experience working with SimCorp, Morningstar Direct or similar performance platforms an asset.
- Strong communication skills and the ability to translate analytical findings into actionable insight.
- Close attention to detail, strong time management skills, and ability to manage multiple deliverables in a fast paced environment.
- CFA or CIPM designation or candidacy considered an asset.
This position comes with a competitive base salary hiring range of $70,000 - $90,000, dependent on experience, skills, qualifications and internal equity.
At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. To learn more about our complete package, visit: www.nicolawealth.com/benefits.
This role is a current vacancy within Nicola Wealth.
Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.
It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.
Thank you for your interest in a career with Nicola Wealth!
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What We Do
Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America
