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Nicola Wealth

Senior Analyst, Mortgage Investments

Vancouver, BC
Full Time
5 days ago

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 99% 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 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!

Position Summary

We are looking for an experienced and motivated individual to join our Mortgage Investments Team. This is an exciting opportunity to join a small team responsible for managing our mortgage investments of over $750 million with significant additional growth expected in the coming years. The qualified candidate will work with others to review new mortgage investment opportunities, manage our growing mortgage investment portfolio, assist with our underwriting and credit review processes, and help execute our growth plans, in addition to other related duties. This position is located at our head office in Vancouver, BC.

As a Senior Analyst, Mortgage Investments, your key accountabilities will involve:

  • Assisting with reviewing and analyzing new mortgage investment opportunities, loan renewals, and prepayments
  • Investigating and identifying potential areas of credit risk relating to new loans (including the borrower, property, market, etc.)
  • Preparing detailed written credit/investment summaries
  • Assist in the ongoing financial monitoring, review, and analysis of existing mortgage investments
  • Preparing regular and ad-hoc reports
  • Communicate clearly with internal and external stakeholders
  • Work in alignment with corporate objectives, investment guidelines, and risk tolerances
  • Keep up-to-date with evolving policies and procedures
  • Stay abreast of real estate and mortgage industry news and trends
  • Perform other duties as required

Success Factors:

  • Capable of handling competing priorities and sensitive to strict timelines, which may include working outside normal business hours
  • The ability to work as part of a team, as well as individually
  • The confidence to adapt to change
  • Ability to work in a dynamic and fast paced, deadline driven environment
  • Ability to focus on complex tasks for long periods of time with competing priorities and deadlines
  • Ability to maintain professionalism and collaboration under pressure

Your experience and qualifications will include:

  • Minimum of 3 years of directly relevant work experience in a commercial mortgage related role
  • Understanding of commercial real estate underwriting and valuation methods with a focus on income producing asset classes
  • Experience writing clear, detailed reports incorporating facts and figures with a high level of technical proficiency and attention to detail is required
  • Knowledge of the Canadian commercial mortgage market is preferred
  • A high proficiency in MS Excel, Word, Outlook, and PowerPoint including analysing and presenting data with sophisticated charts & graphs
  • Strong command of written English language is mandatory
  • Completion of a Bachelor’s degree or relevant degree in commerce, real estate, economics or finance
  • AACI, CFA, CA, or CPA considered an asset
  • Legally eligible to work in Canada for any employer

Please include both cover letter and resume in your application. Thank you for your interest in this position. We are an inclusive equal opportunity employer. For more information about this and other roles:

Banking, Finance and Insurance