Associate, Private Equity

3 months ago

Toronto, Canada Nicola Wealth Full time

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 invest deeply in your growth and development to build for the future. If you have this same drive, then let's talk

**About the Team**:
Do you want to work in a fast-paced, intellectually challenging environment? In this role, you can look forward to strong deal flow and the opportunity to build knowledge in a variety of PE and VC investment strategies, transaction types, industries, structures, and business models with accelerated exposure and responsibility. You will work with diverse and inspiring colleagues and approachable leaders with a strong culture of integrity, collaboration, and high performance.

Nicola Private Equity and Venture Capital Funds, at a combined AUM of approximately $1 billion, are evergreen funds with a mandate to maximize long-term returns by investing in a diversified portfolio of direct co-investments, fund investments and secondaries across North America.

**Purpose of the Role**:
This role is primarily responsible for investing and managing capital for Nicola Private Equity LP, with added responsibilities to invest and manage Nicola Venture Capital LP. You will primarily support your colleagues on the investment team in originating and diligence of new opportunities, as well as participate in ongoing monitoring of existing investments.

This role will operate on a hybrid working policy in our Toronto office.

**Key Accountabilities**:

- Assist in screening and analysis of new investment opportunities.
- For Private Equity, you will focus on direct co-investment and co-sponsorship opportunities as well as primary and secondary fund investments.
- For Venture Capital, you will focus on primary fund investments and secondaries.
- 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 and preparation of regular reporting documents.
- Assist in portfolio management functions including fund reporting, fund-level cashflow projections, risk-exposure analysis, and marketing material.
- Project work and other duties as required.
- Actively engaging in ongoing learning and development to continuously improve skills and knowledge.

**Required Skills & Qualifications**:

- A minimum of 5 years of relevant experience and/or a minimum of 3 years of experience in private equity, venture capital, or investment banking.
- Undergraduate degree in business, accounting, or finance.
- Financial Industry designation considered an asset (CFA, CPA, CA, or CBV)
- Strong accounting, valuation, and financial modeling skills.
- Experience conducting due diligence as part of M&A or growth equity transactions.

**Additional Skills & Qualifications**:

- You are curious with a strong analytical ability and can think critically and independently.
- Ability to work in a dynamic and fast paced, deadline driven environment.
- Excellent written and verbal communication skills.
- Ability to build trust with our people and partners.
- You are collaborative and team focused, with the ability to function in a high-performing team.
- You are flexible and open to learning new investment strategies and approaches.

**Compensation & Benefits Package**:
This position comes with a competitive base salary hiring range of** $110,000 - $130,000,** dependent on experience, skills, qualifications, and internal equity.
- Thank you for your interest in a career with Nicola Wealth_

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