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 Senior Associate, Infrastructure Investments will play a key role in sourcing new infrastructure opportunities and growing our market presence as a leading infrastructure investor. In addition, the Senior Associate, Infrastructure Investments will assist in underwriting new investment opportunities (direct, co-invest and funds), mentoring junior team members, monitoring the portfolio and maintaining strong relationships with key partners.
Core Responsibilities:- Assist in the sourcing, screening and analysis of new investment opportunities with a focus on co-investment opportunities as well as primary and secondary fund investments.
- Completion of due diligence on new investments, including:
- Industry research, counterparty, structure, and portfolio risk analysis
- Detailed financial model review and analysis
- Detailed documentation review, including legal documentation, key contracts, and third party due diligence reports
- Working with key advisors (legal, tax etc.)
- Preparation and presentation of investment recommendations to the Investment Committee
- Ongoing monitoring of existing investments, including ESG considerations, and preparation of regular reporting documents.
- Assist in portfolio management functions including fund reporting, fund-level cashflow projections, risk-exposure analysis, and marketing material.
- Develop and maintain effective relationships with key market participants and other infrastructure investors, existing GP partners, and potential GP partners
- Contribute to our market presence as a leading infrastructure investor by supporting development of thought leadership, conference attendance and effective partner relationships
- Idea generation to advance the objectives of the Fund
- Undertake project work and other duties 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.
- A minimum of 6 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.
- You are able and willing to travel internationally.
- Experience managing junior team members is considered an asset.
- CFA, CA, CPA, MBA, or CBV considered an asset.
This position comes with a competitive total compensation package including a base salary in the range of $150,000 - $180,000.
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. 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.
This role is a current vacancy within Nicola Wealth.
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!
Nicola Wealth Toronto, Ontario, CAN Office
175 Bloor St E, Suite 801 North Tower, Toronto, Ontario , Canada, M4W 3R8
