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 98% 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!
Reporting to the Senior Director & Head of Infrastructure Investments, the Principal, Infrastructure Investments will play a key role in sourcing new infrastructure opportunities and growing our market presence as a leading infrastructure investor. The Principal, Infrastructure Investments will assist in underwriting new investment opportunities, mentoring junior team members, monitoring the portfolio and maintaining strong relationships with key partners.
This is a hybrid role based in our Toronto office.
Core Responsibilities:- Source and evaluate global infrastructure investment opportunities.
- Build and maintain relationships with key market participants, existing and prospective GP partners, and other infrastructure investors, while enhancing the firm’s market presence.
- Lead and oversee due diligence on new investments, including industry and risk analysis, financial model review, documentation and contract review, and coordination with external advisors.
- Prepare and present investment recommendations to the Investment Committee.
- Review junior team members’ work and provide ongoing coaching and mentorship.
- Support portfolio management activities, including investment monitoring, performance and attribution analysis, fund-level cash flow projections, risk exposure analysis, and preparation of reporting and marketing materials in collaboration with internal teams.
- A minimum of 8 years of overall relevant experience with at least four years experience in funds, co-investment, or direct investments in private markets, preferably infrastructure, at a financial institution, private equity fund or pension fund.
- Undergraduate or Graduate degree in business/accounting/finance.
- Proven ability to originate infrastructure opportunities and manage and maintain relationships with market participants globally.
- Proven infrastructure due diligence and underwriting skills.
- Past experience managing junior team members is considered an asset.
- Ability to function in a team environment.
- CFA, CA, CPA, MBA, or CBV considered an asset.
- Willing to travel internationally.
This position comes with a competitive total compensation package including a base salary in the range of $180,000 - $230,000.
Base salary will be commensurate with experience, skills, and qualifications. In addition, the successful candidate will participate in our performance-based ShortTerm Incentive (STI) and LongTerm Incentive (LTI) programs. LTI is awarded in the form of equity, providing a direct ownership opportunity in the firm. This total compensation program aligns pay with performance through competitive incentives with meaningful long-term value creation.
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. 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!
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Nicola Wealth Toronto, Ontario, CAN Office
175 Bloor St E, Suite 801 North Tower, Toronto, Ontario , Canada, M4W 3R8
