Associate, Infrastructure Investments
Apply NowCompany: Nicola Wealth
Location: Toronto, ON M4E 3Y1
Description:
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:
Join the Infrastructure Investments team and look forward to strong deal flow and the opportunity to build knowledge across a variety of investment strategies, transaction types, industries, structures, and business models with accelerated exposure and responsibility. The successful candidate will work with diverse and inspiring colleagues and approachable leaders with a strong culture of integrity, collaboration, and high performance.
Purpose of the Role:
We are seeking an Associate, Infrastructure Investments, with strong financial analysis and due diligence skills. Reporting to the Senior Director, Head of Infrastructure Investments, you will be a critical player on the investment team responsible for investing and managing capital for Nicola Global Infrastructure LP. You will primarily support the investment team in diligencing new opportunities, as well as participate in ongoing monitoring of existing investments.
This is a hybrid role, open to our Vancouver or Toronto offices.
Core Responsibilities:
This position comes with a base salary range of $110,000 - $150,000 plus a competitive bonus package. 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!
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:
Join the Infrastructure Investments team and look forward to strong deal flow and the opportunity to build knowledge across a variety of investment strategies, transaction types, industries, structures, and business models with accelerated exposure and responsibility. The successful candidate will work with diverse and inspiring colleagues and approachable leaders with a strong culture of integrity, collaboration, and high performance.
Purpose of the Role:
We are seeking an Associate, Infrastructure Investments, with strong financial analysis and due diligence skills. Reporting to the Senior Director, Head of Infrastructure Investments, you will be a critical player on the investment team responsible for investing and managing capital for Nicola Global Infrastructure LP. You will primarily support the investment team in diligencing new opportunities, as well as participate in ongoing monitoring of existing investments.
This is a hybrid role, open to our Vancouver or Toronto offices.
Core Responsibilities:
- Assist in screening and analysis of new investment opportunities with a focus on co-investment opportunities as well as primary and secondary fund investments.
- 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, 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.
- Undertake project work and other duties as required.
- A minimum of 5 years of relevant experience, and/or a minimum of 3 years of experience in private infrastructure, private equity, or investment banking.
- Completion of an undergraduate degree in business, accounting, or finance.
- Financial industry designation is an asset (CFA, CPA, CA, or CBV).
- Strong accounting, valuation, and financial modeling skills.
- Experience conducting due diligence as part of M&A transactions.
- Experience putting together marketing materials and presentations.
- Analytical and curious, with strong critical thinking, mathematical ability, and a passion for learning and adapting to new strategies.
- Proactive, composed under pressure, and able to thrive in fast-paced, deadline-driven environments.
- Strong communicator and collaborative team player who builds trust and contributes to high-performing teams.
This position comes with a base salary range of $110,000 - $150,000 plus a competitive bonus package. 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!