Analyst, Investments & Portfolio Management
New Haven administers +$150 million in mortgages across Ontario with an aim to become a leading alternative lender. This position – Analyst, Investments & Portfolio Management – provides exposure to key aspects of the investment, lending and investors relations facets of the business and direct access to senior executives and leaders of New Haven.
Our team is looking for an analytically curious, detail‑driven professional who enjoys turning complex data into clear insights that inform decisions, strengthens risk oversight, and builds investor confidence. In this role, you will gain hands‑on exposure to the full lifecycle of portfolio analysis, risk management, and investor reporting.
Responsibilities
• Build and maintain financial models to evaluate loan performance, downside risk, and scenario outcomes
• Own key external reporting and data deliverables for investors, auditors, and strategic partners
• Support investment and business decisions with data-driven insights
• Collaborate with Investor Relations team to prepare investor reporting materials, delivering clear financial insights, visual summaries, and ad‑hoc communications
• Prepare mortgage portfolio reports and analyze performance against KPIs
• Monitor key portfolio risk metrics and assist with stress testing and scenario analysis to assess portfolio resilience under changing market conditions
• Prepare presentation materials and decks that communicate portfolio performance, risk insights, and market trends to internal stakeholders and investors
• Support IFRS financial reporting through review of financial books, journal entries, reconciliations, semi‑annual financial statements, and audit schedules
• Maintain accurate, well‑organized data and documentation to support transparency and auditability
Knowledge & Experience
• A Bachelor's degree (B.A.) in Accounting, Economics or Business is required
• Professional accounting designation (CPA or CFA) preferred
• 1-3 years’ of financial analysis, mortgage lending, private credit, corporate finance, real estate finance or accounting experience
• Prior analyst experience at a Mortgage Investment Corporation (MIC) preferred
• Strong financial analysis, data-visualization and modelling skills
• Proficiency in Excel and PowerPoint
Skill Requirements
• Strong quantitative skills focused on financial analysis, accounting and financial theory
• Strong verbal and written communication skills
• A high level of attention to detail
• Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment
• Value and possess strong competency in the following behaviours: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset
• The ability to perform effectively in a team environment and excel under pressure amid demanding deadlines
• Well-rounded set of interests and extra-curricular activities beyond academics
• Desire to develop a leadership skillset and make meaningful contributions in a fast-paced, team environment
Job Type/Hours
• Full time hybrid minimum 3 days per week at our Head Office (1500-150 Ferrand Drive, Toronto ON, M3C 3E5)
• Monday to Friday 9:00 AM to 5:00 PM (overtime may be required from time to time)
• Hiring Range: Base Salary $85,000 + potential for a discretionary bonus at year-end
• This position is an existing vacancy
New Haven is committed to building a diverse workforce that is representative of the communities we serve. Accommodation will be provided in all parts of the recruitment and assessment process as required under New Haven’s Accessibility policies and procedures. Applicants must make their accommodation needs known upon requests for interviews.
We thank all applicants for submitting their application, however only selected candidates will be contacted for an interview.
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Apply To this Job
Our team is looking for an analytically curious, detail‑driven professional who enjoys turning complex data into clear insights that inform decisions, strengthens risk oversight, and builds investor confidence. In this role, you will gain hands‑on exposure to the full lifecycle of portfolio analysis, risk management, and investor reporting.
Responsibilities
• Build and maintain financial models to evaluate loan performance, downside risk, and scenario outcomes
• Own key external reporting and data deliverables for investors, auditors, and strategic partners
• Support investment and business decisions with data-driven insights
• Collaborate with Investor Relations team to prepare investor reporting materials, delivering clear financial insights, visual summaries, and ad‑hoc communications
• Prepare mortgage portfolio reports and analyze performance against KPIs
• Monitor key portfolio risk metrics and assist with stress testing and scenario analysis to assess portfolio resilience under changing market conditions
• Prepare presentation materials and decks that communicate portfolio performance, risk insights, and market trends to internal stakeholders and investors
• Support IFRS financial reporting through review of financial books, journal entries, reconciliations, semi‑annual financial statements, and audit schedules
• Maintain accurate, well‑organized data and documentation to support transparency and auditability
Knowledge & Experience
• A Bachelor's degree (B.A.) in Accounting, Economics or Business is required
• Professional accounting designation (CPA or CFA) preferred
• 1-3 years’ of financial analysis, mortgage lending, private credit, corporate finance, real estate finance or accounting experience
• Prior analyst experience at a Mortgage Investment Corporation (MIC) preferred
• Strong financial analysis, data-visualization and modelling skills
• Proficiency in Excel and PowerPoint
Skill Requirements
• Strong quantitative skills focused on financial analysis, accounting and financial theory
• Strong verbal and written communication skills
• A high level of attention to detail
• Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment
• Value and possess strong competency in the following behaviours: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset
• The ability to perform effectively in a team environment and excel under pressure amid demanding deadlines
• Well-rounded set of interests and extra-curricular activities beyond academics
• Desire to develop a leadership skillset and make meaningful contributions in a fast-paced, team environment
Job Type/Hours
• Full time hybrid minimum 3 days per week at our Head Office (1500-150 Ferrand Drive, Toronto ON, M3C 3E5)
• Monday to Friday 9:00 AM to 5:00 PM (overtime may be required from time to time)
• Hiring Range: Base Salary $85,000 + potential for a discretionary bonus at year-end
• This position is an existing vacancy
New Haven is committed to building a diverse workforce that is representative of the communities we serve. Accommodation will be provided in all parts of the recruitment and assessment process as required under New Haven’s Accessibility policies and procedures. Applicants must make their accommodation needs known upon requests for interviews.
We thank all applicants for submitting their application, however only selected candidates will be contacted for an interview.
Apply tot his job
Apply To this Job