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 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 build knowledge in a variety of PE and VC investment strategies, transaction types, industries, structures, and business models 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.
Nicola Private Equity and Venture Capital Funds, at a combined AUM of approximately $1.3 billion, are evergreen funds with a mandate to maximize long-term returns for our clients, by investing a diversified portfolio of direct co-investments, fund investments and secondaries across North America and internationally in the near future.
Purpose of the Role:
This role is primarily responsible for investing and managing capital for Nicola Private Equity LP, with added responsibilities to invest and manage Nicola Venture Capital LP. You will primarily support your colleagues on the investment team on diligence of new opportunities, as well as participate in ongoing monitoring of existing investments.
Core Responsibilities:
- Assist in screening and analysis of new investment opportunities.
- For Private Equity, focus on direct co-investment and co-sponsorship opportunities as well as primary and secondary fund investments.
- For Venture Capital, focus on primary fund investments and 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, fund-level cashflow projections, risk-exposure analysis, and marketing material.
- Project work and other duties as required.
- Actively engage 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 1-2 years of relevant 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.
- Experience conducting due diligence as part of M&A or growth equity transactions.
Additional Skills & Qualifications:- Curious with a strong analytical ability and can think critically and independently.
- Ability to work in a dynamic and fast-paced, deadline-driven environment.
- Excellent written and verbal communication skills.
- Ability to build trust with our people and partners.
- Collaborative and team-focused, with the ability to function in a high-performing team.
- Flexible and open to learning new investment strategies and approaches.
Compensation & Benefits Package:This position comes with a base salary range of
$90,000 - $110,000 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 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!