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Nicola Wealth

Summer Analyst, Private Debt

Posted Yesterday
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In-Office
Toronto, ON
Entry level
In-Office
Toronto, ON
Entry level
Support the Private Debt deal team across credit evaluation, underwriting, loan execution, and portfolio monitoring. Perform financial and cash flow modeling, prepare investment materials and PowerPoint teasers, maintain internal data trackers, and assist with institutional and client reporting during a 3-month summer internship.
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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 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!



Purpose of the Role:

We have an exciting internship opportunity within our Private Debt team for a student enrolled in post-secondary studies specializing in Finance, Economics, or Business. This role is ideal for someone eager to apply their academic knowledge in a professional setting while contributing to a dynamic, client-focused environment.

As a Summer Analyst, Private Debt, you will support the Nicola Private Debt deal team across the full lifecycle of private credit investments, including credit evaluation, underwriting, loan execution, and ongoing portfolio monitoring. You will contribute to detailed financial analysis and cash flow modeling for prospective lending opportunities, and help prepare PowerPoint teasers and investment materials for internal discussion and presentation to the Investment Committee. You will also assist with maintaining and enhancing internal data platforms, and support the preparation of institutional, client-facing, and internal strategy materials, providing broad exposure to the team’s day-to-day investment activities.

This will be a 3-month internship starting in June 2026. The location will be a hybrid of work from home and an in-office environment at our Toronto office.

Core Responsibilities:
  • Conduct detailed financial analysis and cash flow modeling for prospective private credit investments, supporting credit evaluation and underwriting workstreams.
  • Prepare PowerPoint teasers, summaries, and investment materials for internal discussions and presentation to the Investment Committee.
  • Assist the deal team with execution activities across the lending process, supporting timely, accurate materials and documentation.
  • Support ongoing monitoring of existing investments and assist with preparation of institutional, client-facing, and internal reporting and strategy materials.
  • Help maintain and enhance internal data platforms and trackers, supporting data quality and usability.
Required Skills & Qualifications:
  • Currently enrolled in an undergrad program at an accredited Canadian university/college in Finance, Economics or Business.
  • Prior internship experience in investment banking, private equity, private credit, or asset management is preferred but not required.
  • Strong attention to detail, intellectual curiosity, and a willingness to learn in a fast-paced investment environment.
  • Proficiency in Microsoft Excel, PowerPoint, and Word (essential), with the ability to contribute meaningfully to financial analysis, presentation materials, and internal documentation.
  • A self-starter with the ability to take initiative and think critically to seek out information and solutions independently.
  • Experience working independently, as well as in partnership with other team members.
  • Available full-time for the full summer term.
  • Legally eligible to work in Canada for the full term.
 Compensation & Benefits Package:

Our internship position offers a competitive market annualized salary of $65,000, along with additional benefits.

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.

Application closing date is March 4th, 2026


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!

Top Skills

Microsoft Excel,Powerpoint,Word

Nicola Wealth Toronto, Ontario, CAN Office

175 Bloor St E, Suite 801 North Tower, Toronto, Ontario , Canada, M4W 3R8

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