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 you 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 for the future. If you have this same drive, then let’s talk!
About the Team:
Do you want to work in a fast-paced, intellectually challenging environment? In this role, you can look forward to strong deal flow and the opportunity to directly contribute to the Nicola Wealth Secondaries strategy with accelerated exposure and responsibility. You will work with diverse and inspiring colleagues and approachable leaders with a strong culture of integrity, collaboration, and high performance.
Purpose of the Role:
Working directly with the Senior Director, Secondaries, this role will support all aspects of the development and execution of the Nicola Wealth Secondaries strategy. As a key member of the team you will be responsible for the analysis of investment opportunities, ongoing monitoring of existing investments, preparation of materials for internal and external use including memos, reports and marketing materials, and assisting in portfolio management functions.
Core Responsibilities:
- Assist in screening and analysis of new investment opportunities, with a focus on general-partner led secondaries.
- 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 and preparation of regular reporting documents.
- Assist in portfolio management functions including fund reporting and marketing materials.
- Project work and investor support 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.
Core Competencies:
- Analytical and Critical Thinking - You are curious with a strong analytical ability and can think critically and independently.
- Self-Leadership - Ability to work in a dynamic and fast paced, deadline driven environment.
- Communication - Excellent written and verbal communication skills.
- Collaboration - You are collaborative, and team focused, with the ability to function in a high-performing team.
- Curiosity - You are flexible and open to learning new investment strategies and approaches.
- Builds Trust - Ability to build trust with our people and partners.
Required Skills & Qualifications:
- A minimum of 5 years of relevant experience, and/or a minimum of 3 years of experience in private equity, venture capital, or investment banking.
- Undergraduate degree in business, accounting, or finance.
- Financial Industry designation considered an asset (CFA, CPA, CA, or CBV)
- Strong accounting, valuation, and financial modeling skills.
Compensation & Benefits Package:
This position comes with a base salary range of $110,000 - $150,000 plus a competitive performance bonus, and participation in our Asset Management profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.
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.
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: www.nicolawealth.com/careers.
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 [email protected] 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!
