Jobs at Nicola Wealth

The Client Reports Administrator ensures timely delivery of client reporting, processes management fees, generates investment reports, and maintains data integrity.

As a Wealth Advisor, you'll provide comprehensive wealth and investment planning, manage client relationships, and ensure client satisfaction through tailored financial solutions.

The Receptionist/Office Coordinator handles office coordination and administration, serves clients, manages calls, oversees office supplies, and assists with event planning.

The Equity Analyst will generate investment ideas, conduct due diligence, analyze financial information, build models, and present findings to clients and committees.

The Portfolio Performance Analyst will measure and report on fund performance, ensuring data accuracy, supporting analytics processes, and responding to stakeholder requests in a fast-paced environment.

The Accountant manages core accounting functions, ensures accurate financial records, and supports financial reporting, audits, and process improvements within the Corporate Finance Team.

Support the investment monitoring for the Nicola Global Infrastructure Fund, analyzing financial performance and preparing portfolio reports while managing data and stakeholder reporting.

The Associate will monitor investment performance, analyze financial data, prepare reports, and maintain investment data for the Private Capital Middle Office team.

The Senior Manager, Compliance Operations oversees compliance operations and the privacy program, ensuring adherence to regulations while enhancing operational efficiency and risk management practices.

Provide administrative support to the Wealth Advisors and Wealth Planning Associates by managing tasks, coordinating client meetings, and ensuring high-quality service delivery. Assist with various corporate projects and maintain client records.