Associate (Mortgages), Private Capital Middle Office

About Nicola Wealth: Nicola Wealth provides financial planning, private investment funds, and client services within a growth-oriented wealth management environment. We are committed to delivering client service in a values-driven culture and to investing in the growth and development of our people.

Purpose of the Role: Working closely with the Nicola Mortgage Investment Team, this role supports investment monitoring and delivers insights on portfolio performance, exposures, and stakeholder reporting, leveraging strong analytical skills, attention to detail, and technical proficiency. The role provides exposure to the Private Capital platform across five investment verticals and offers an opportunity to develop an in-depth understanding of the Nicola Mortgage Funds.

Team and Department: The Middle Office team within Private Capital is responsible for investment monitoring, performance analysis, and portfolio reporting across all Private Capital funds. The team ensur...