Portfolio Analyst

Pivot HR Services; Vancouver; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

An innovative climate technology firm in Vancouver seeks a Portfolio Analyst to support investment projects and ensure they meet milestones. The ideal candidate has at least 3 years of relevant experience, a degree in a related field, and skills in investment analysis. This role offers a hybrid work model and a chance to impact clean energy advancements.

Benefits

Flexible work schedule

Hybrid work model

Professional development funding

Health and wellness benefits

Competitive compensation package

Qualifications

• Minimum of 3 years of experience relevant to the key responsibilities.
• Ability to work independently and with a team.
• Experience in investment analysis of start-ups is preferred.

Responsibilities

• Manage project reporting for climate hard-tech projects.
• Track, evaluate, and forecast project outcomes.
• Analyze investment opportunities and produce reports.

Skills

Strong interpersonal skills

Organizational skills

Communication skills

Microsoft Excel proficiency

Knowledge of climate change issues

Education

Degree in Business, Finance, Climate Studies, Engineering, Environmental Science, or related field

Tools

Microsoft Office Suite

Job description

Pivot HR Services is pleased to present this Portfolio Analyst role on behalf of its valued client NorthX Climate Tech.

About NorthX Climate Tech

At NorthX Climate Tech we dont just fund projects we fuel breakthroughs. Were a bold catalyst for climate action investing in the hard-tech solutions that transform industries create jobs and build a prosperous sustainable future.

Founded in 2021 with $105M in backing from the Government of B.C. Shell Canada and the Government of Canada were rooted in B.C. but driven by a global vision : scaling technologies that drive deep decarbonization and deliver lasting impact.

Like the X on a map NorthX acts at that pivotal point where immense potential meets scarce capital. This is where innovation turns into real-world solutions.

The Opportunity

This is your chance to :

• Shape the future of clean energy by working with cutting-edge climate tech ventures.
• Be part of a fast-moving entrepreneurial team where your insights directly influence Canadas climate competitiveness.
• Grow your career at the intersection of technology finance and sustainability with exposure to leading innovators industry partners and investors.

Join a fast-paced transformational organization thats helping to build a more sustainable future.

Position Overview

As our new Portfolio Analyst youll be at the heart of our investment work helping high-potential climate tech projects succeed. Reporting to the Portfolio Manager youll monitor and evaluate a growing portfolio of non-dilutive investments ensuring projects meet milestones and maximize impact.

Youll serve as the connective tissue between NorthX

and our portfolio companies supporting investment analysis and tracking portfolio agreements to ensure outcomes are achieved and obligations are met. Through ongoing engagement youll identify investment opportunities surface insights and provide the support portfolio companies need to overcome challenges and scale their innovations faster.

NorthX is seeking a team player with an entrepreneurial spirit. The ideal candidate for the Portfolio Analyst position will be comfortable taking calculated risks adapting quickly and pushing new ideas forward. Were looking for someone who is optimistic resourceful and motivated by the opportunity to make a real climate impact.

Key Responsibilities

• Manage project reporting for a diverse portfolio of climate hard-tech projects creating jobs and advancing Canadas climate leadership.
• Track evaluate and forecast project outcomes turning reported data into actionable insights for the NorthX team.
• Analyzing investment opportunities and producing concise reports to present to the investment team.
• Organize and oversee all portfolio contracts ensuring obligations are met and opportunities are captured to help our companies commercialize and scale.
• Engage directly with companies supporting their growth journey and supporting them on their way to achieve scale and success.
• Provide analytical horsepower to the NorthX team from key climate insights and market trend analysis to guide where NorthX allocates its investment dollars.
• Collaborate cross-functionally with internal teams and partners to align portfolio activities with NorthXs broader strategic and funding objectives.
• Contribute to continuous improvement by identifying process enhancements tools and metrics that strengthen portfolio management and reporting.

Core Competencies and Qualifications

• A minimum of 3 years of experience relevant to the outlined Key Responsibilities section of this job posting. Relevant education may also be considered in lieu of equivalent experience.
• A degree in Business Finance Climate Studies Engineering Environmental Science Entrepreneurship or a related field.
• Strong interpersonal skills to engage both internally and externally to achieve outcomes.
• Proven organizational and communication skills to manage multiple projects across the NorthX portfolio.
• Ability to work independently and with a team to achieve results and outcomes.
• Demonstrated ability to track and summarize information that will relate to actionable outcomes by the team.
• Strong ability with Microsoft Excel and other Office suite tools.
• Knowledge and understanding of climate change issues.
• Existing experience in investment analysis of start-ups
• Experience with commercial agreements would be an asset.
• Operational experience with climate tech startups is considered an asset.
• Comfortability and knowledgeable in engaging with AI tools and supporting the build-out of AI tools to optimize operational efficiency.

What We Offer :

• Flexible work schedule to balance life and impact.
• Hybrid work model combining the best of remote and in-person collaboration.
• Professional development funding to grow your skills and career.
• Health and wellness benefits plus sustainability-focused team activities.
• Competitive compensation package.
• Networking opportunities at premier local and national climate events.
• A passionate collaborative and fun team committed to making a real difference .

Application Details

Pivot HR Services is pleased to lead the search on behalf of NorthX. Interested candidates are asked to submit their cover letters and resumes by November 7 2025. We thank you for your interest.

We greatly appreciate interest from individuals belonging to equity-seeking groups and we encourage individuals to self-identify if they wish.

We strive to ensure that our online application system and recruitment process are accessible to individuals with different abilities and we have various accommodations available if you need them. If at any point during the application and / or recruitment process you require an accommodation please do not hesitate to reach out to us at