About Nicola Wealth:

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated, and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for incoming employees to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build the future. If you have this same drive, then let’s talk!

Experience:

Mid-level

Salary Range:

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Position description
Required skills / Experience

Core Responsibilities:

  • Assist in screening and analysis of new investment opportunities with a focus on co-investment opportunities as well as primary and secondary fund investments.
  • Assess the attractiveness of investment opportunities through market and industry research, financial modeling, and valuation analyses.
  • Prepare investment committee materials.
  • Ongoing monitoring of existing investments, including ESG considerations, and preparation of regular reporting documents.
  • Assist in portfolio management functions including fund reporting, fund-level cashflow projections, risk-exposure analysis, and marketing material.
  • Undertake project work and other duties as required.
  • Actively engaging in ongoing learning and development to continuously improve skills and knowledge.
  • Other relevant and related responsibilities, as assigned and as the needs of the organization change.

Required Skills & Qualifications:

  • A minimum of 3 years of related work experience in private infrastructure, investment banking, corporate development, corporate finance or management consulting.
  • Completion of an undergraduate degree in business, accounting, or finance.
  • Financial industry designation is an asset (CFA, CPA, CA, or CBV).
  • Strong accounting, valuation, and financial modeling skills.
  • Experience conducting due diligence as part of M&A transactions.
  • Experience putting together marketing materials and presentations.
  • Exceptional written and verbal communication skills.
  • Proactive and able to work in a fast paced, deadline driven environment.
  • Collaborative and team focused, with the ability to function in a high-performing team.
  • Curious with the ability to think critically and independently.
  • You are legally eligible to work in Canada for any employer.

Additional Skills & Qualifications:

  • The confidence to adapt to change.
  • Ability to build trust with our people and partners.
  • Strong analytical and mathematical ability.
  • Resourceful, flexible, and open to learning new investment strategies and approaches.
  • Calm and collaborative under pressure.

Compensation & Benefits Package:

This position comes with a competitive base salary hiring range of $100,000 – $110,000; dependent on experience, skills, qualifications and internal equity.

At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.

It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at accessibility@nicolawealth.com and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.

Thank you for your interest in a career with Nicola Wealth!

Senior Analyst, Infrastructure Investments
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How to Apply

Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles, visit www.nicolawealth.com/careers.

Please apply online by the link below.