Principal, Infrastructure Investments

OverviewAbout Nicola Wealth: We are a national leader in wealth management with sophisticated financial planning, diversified private investment funds, a high client retention rate, and award-winning culture. We are committed to growth, values-driven collaboration, and investing in the growth and development of our people. If you share this drive, let’s talkPurpose of the Role: 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 Nicola Wealth’s market presence as a leading infrastructure investor. The Principal, Infrastructure Investments will assist in underwriting new investment opportunities, mentor junior team members, monitor the portfolio, and maintain strong relationships with key partners.This is a hybrid role based in our Toronto office.Core ResponsibilitiesSource 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.Required Skills & QualificationsA 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.Compensation & BenefitsThis 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.EEO Statement: We are an inclusive, equal opportunity employer. If you require reasonable accommodation during the recruitment process, please contact accessibility@nicolawealth.com. All information shared during the accommodation request process will be stored and used in a manner consistent with applicable laws and Nicola Wealth policies. #J-18808-Ljbffr