Associate, Secondaries

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.

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.

• 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.

• 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.

• 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.

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.