Portfolio Analyst - UHNW Team 2026

This posting is for a new position.

About Cidel

Cidel is a Canadian-based global private bank and asset manager. We help high net worth individuals, families and institutions protect and grow their wealth. Our expertise spans three well-integrated service areas:

Asset Management,

Planning, Structuring & Trust, and

Specialized

We are a unique firm in the way we combine the scale and capability of a large global bank, with the continuity and genuine commitment to service of a boutique firm.

Overview

The Ultra High Net Worth (UHNW) team supports a select group of sophisticated clients with complex financial needs, multi‑asset class portfolios, and long‑term strategic objectives. The Portfolio Analyst plays a pivotal role in delivering analytical depth, investment insight, and operational excellence to drive exceptional client outcomes. This position is ideal for a proactive and motivated individual who thrives in a fast‑paced, data‑driven environment and is passionate about investments, portfolio construction, and client service.

Key Responsibilities

Portfolio Analytics & Financial Modeling

Build and maintain detailed financial models to support asset allocation, portfolio construction, cash flow projections and scenario analysis.

Conduct performance attribution, risk analytics, and exposure reporting across multi‑asset portfolios.

Evaluate investment returns using quantitative and qualitative frameworks.

Investment Reporting & Insights

Analyze complex financial data to draw key insights, integrating general investment knowledge and messages from internal investment experts.

Calculate and analyze the performance of investment portfolios, including attribution analysis and benchmarking against relevant indices.

Develop customized dashboards and periodic client reports, and visualizations that translate complex data into key insights and communications.

Review Cidel investment reporting for accuracy and leading the delivery of any custom portfolio analyses;  ensure all performance reporting complies with industry standards and regulatory requirements.

Enhance data gathering and reporting processes and workflows to improve accuracy, efficiency, and scalability.

Portfolio Proposal Development

Create customized portfolio proposals tailored to UHNW clients that articulate objectives, risk profiles, liquidity needs, and long‑term strategies clearly.

Collaborate with Wealth Consultants and investment team to refine proposals and ensure alignment with firm strategy.

Investment Research & Market Monitoring

Conduct ongoing research on macroeconomic trends, asset classes, managers, and investment strategies.

Monitor market developments and provide timely insights to the UHNW team.

Assist in the development of insightful client communications that leverage key insights tailored to the interests & needs of UHNW client base

Client Support & Team Collaboration

Assist in preparing materials for client meetings, reviews, and strategic planning sessions.

Respond to ad‑hoc analytical requests from Wealth Consultants and senior leadership.

Ensure proper investment execution for client allocations, in concert with the Client Service and Operations Teams. 

Partner with cross‑functional teams including trading, operations, compliance, and investment teams.

Qualifications

Technical & Analytical Skills

Strong proficiency in financial modeling, portfolio analytics, and quantitative analysis.

Advanced MS Office skills (Excel, PowerPoint, Copilot, OneNote); proficiency in performance measurement tools and software (e.g., Morningstar, FactSet) is an asset

Ability to quickly learn internal proprietary operating systems

Experience with portfolio management systems or investment analytics platforms (e.g., Bloomberg, FactSet, Morningstar Direct) is preferred.

Investment Knowledge

Solid understanding of investment concepts including asset allocation, risk management, capital markets, and portfolio theory.

Exposure to multi‑asset class portfolios, alternative investments, or private markets is advantageous.

Education & Experience

Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or related field.

Progress toward CFA designation or similar credential is highly valued.

1–4 years of experience in wealth management, asset management, investment banking, corporate development or a related analytical role.

Personal Attributes

Exceptional attention to detail and commitment to accuracy.

Ability to work independently in a dynamic, fast moving environment on short turnaround time-frames.

Strong communication skills with the ability to translate complex analysis into clear narratives.

Highly organized, proactive, and comfortable managing multiple priorities.

Collaborative mindset with a client‑first orientation.

Please note that artificial intelligence (AI) tools may be used during the recruitment process to assist in screening, assessing, or selecting applicants. All AI assisted evaluations are conducted in accordance with applicable privacy and employment standards.

We welcome applications from individuals of all abilities, backgrounds, and experiences. Reasonable accommodations are available on request for candidates taking part throughout the hiring process to support equitable access and participation. Only successful candidates will be contacted.