Portfolio Advisor (Real Estate)

Portfolio Advisor (Real Estate)

Halifax, NS | Part-Time

Reference # HL - THD - 9499

T&H Group Developments Limited is a Nova Scotia-based construction and development company focused on residential and commercial projects within the Halifax Regional Municipality. With more than 25 years of combined experience in Canada and internationally, the firm is committed to building high-quality developments that support and enhance the region's growing and diverse communities.

The company offers development and construction expertise across projects from concept through completion, emphasizing strong local relationships, thoughtful design, and long-term value.

We are excited to be partnering with T&H Group Developments Limited in their search for an experienced Portfolio Advisor to provide independent financial analysis and investment advice across a small portfolio of real estate investments.

This is a purely advisory, part-time role suited to a senior finance professional who enjoys evaluating investments, asking the right questions, and guiding owners-without the demands of a full-time or transactional role.

The Advisor will work closely with ownership and key stakeholders while engaging directly with partners and lenders, ensuring investment information is accurate and provides the appropriate context for decision-making.

Responsibilities Include

• Analyzing real estate investments (equity positions, shareholder loans, project financing)
• Reviewing project updates, financial reports, and lender materials
• Assessing how each project is performing against expectations and identifying emerging risks or opportunities
• Advising ownership with clear insights, not just numbers
• Interacting directly with partners and lenders to:
• Define what information is needed
• Request clarification or additional detail
• Review financing papers and reporting packages
• Prepare owners for discussions with lenders, partners, and boards
• Consolidating investment information across projects to provide:
• Quarterly, portfolio-level summaries
• Ad hoc analysis as new information is received
• Helping bring structure and discipline to how investments are reviewed and evaluated

The ideal candidate will possess

• CFA, CPA, or equivalent senior-level experience
• Strong background in investment analysis, ideally in real estate or private investments
• Confident operating as a trusted advisor vs versus transactional management
• Comfortable engaging with lenders and partners while maintaining independence
• Skilled at identifying what's missing, what matters, and what questions should be asked
• A clear communicator who can translate financial detail into practical guidance

Why this role is appealing

• Strategic, thoughtful work without day-to-day execution pressure
• Ability to shape how investments are evaluated and discussed
• Direct access to ownership and meaningful influence
• Long-term, flexible involvement rather than project-based consulting

This is a unique opportunity to provide strategic investment insight in a flexible, high-impact advisory capacity. If this sounds like you, connect with us to learn more about this exciting opportunity!

To express interest in this opportunity, please apply online at: meridiarecruitment.ca

For more information, please contact Heather Labucki, Partner, or Jason Ozon, Senior Consultant, at jozon@kbrs.ca. If you require accommodation to participate in the recruitment process, please let Jason know.

Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.

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