Investment Portfolio Analyst

Job Summary

The Investment Portfolio Analyst is responsible for supporting the investment oversight, performance measurement, reporting, and governance activities for a portfolio of Indigenous trust accounts, including First Nations Treaty benefit trusts, settlement trusts, land trusts, and community-directed funds. The role combines institutional investment expertise with the cultural competency and relationship sensitivity required to work directly with Indigenous Trustees, Chief and Council, investment managers, custodians, and community representatives. The successful candidate will work closely with trust administrators, portfolio managers, custodians, consultants, auditors, and legal advisors to ensure investment performance is accurately measured, effectively communicated, and aligned with each trust's investment policy and long-term objectives.

Duties & Responsibilities

• Monitor and evaluate investment performance across trust portfolios against benchmarks, peer groups, and investment policy objectives.
• Prepare monthly, quarterly, and annual investment performance reports for Trustees, Chief and Council, Investment Committees, and community stakeholders.
• Analyze investment manager performance, including attribution analysis, risk metrics, style consistency, and compliance with mandates.
• Coordinate and facilitate investment manager reviews, due diligence processes, and manager selection or replacement exercises.
• Review portfolio allocations and monitor adherence to Investment Policy Statements (IPS), trust agreements, and governance frameworks.
• Liaise with investment managers, custodians, and consultants to obtain performance data, resolve discrepancies, and support reporting requirements.
• Support Trustee and community meetings by preparing investment presentations, performance summaries, and educational materials.
• Assist with new trust onboarding by establishing investment reporting frameworks, benchmark structures, and governance documentation.
• Identify and escalate investment, governance, operational, or compliance concerns affecting client portfolios.
• Contribute to the development of investment oversight policies, reporting templates, performance measurement methodologies, and client education resources as the practice grows.

Competencies

• Connection: Builds long-term relationships by collaborating with clients, investment managers, custodians, and industry participants.
• Accountability: Is a trusted business partner who operates with transparency and integrity.
• Innovation: Leverages technology and data analytics to continuously improve reporting and client experience.
• Adaptability: Adapts to changing market conditions, client priorities, and organizational needs.
• Interpersonal Skills: Establishes professional working relationships, is flexible/adaptable, works well with others, and solicits feedback.
• Problem Solving: Understands investment and operational challenges, identifies solutions, and knows when to escalate issues.
• Decision Making: Makes thoughtful recommendations by considering data, risks, and stakeholder perspectives.
• Teamwork: Is accountable to the team, contributes to shared goals, and values the perspectives of colleagues and clients.
• Professionalism: Demonstrates professional conduct and communication while fostering trust and credibility with Indigenous communities and industry professionals.
• Self-Development: Pursues continuous learning and professional growth while remaining informed on investment and fiduciary industry developments.

Formal Education & Experience

• 2+ years of progressive experience in investment performance measurement, institutional investment consulting, asset management, pension administration, endowment management, or fiduciary services.
• Experience supporting investment governance structures, Investment Committees, Boards of Trustees, or institutional asset owners is strongly preferred.
• Experience working with Indigenous trusts, settlement trusts, foundations, endowments, or similar institutional portfolios is an asset.
• Bachelor's degree in Finance, Economics, Commerce, Business Administration, or a related discipline.
• Chartered Financial Analyst (CFA) designation completed or actively progressing toward completion is required.

Specialized Skills & Knowledge

• Strong understanding of institutional investment management, asset allocation, performance measurement, benchmarking, and portfolio risk analysis.
• Working knowledge of fiduciary principles, trust structures, investment governance, and applicable regulatory considerations.
• Demonstrated cultural competency and experience working respectfully and effectively with Indigenous communities, Chief and Council, and Boards of Trustees.
• Advanced proficiency in Excel and investment analytical tools; experience with custodial reporting platforms, performance systems, and portfolio reporting software is an asset.
• Ability to communicate complex investment concepts in clear, plain language suitable for diverse audiences.
• High degree of discretion, integrity, and attention to detail when handling confidential trust and investment information.

Role Details

• Reports to: Vice President Trust Services
• Employment Type: Full-Time

Please note that employment is conditional upon the successful completion of a criminal background check and employment verification. Additional screening may be required depending on the role, and from time to time at Olympia’s sole discretion.

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