Asset Management Operations Co-op

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 Purpose of the Role: We have exciting co-op opportunities within our Asset Management Operations team This role is ideal for someone eager to apply their academic knowledge in a professional setting while contributing to a dynamic, client-focused environment.  We are seeking a highly motivated student with a commitment to excellence, strong attention to detail, and a passion for private markets (private equity, private debt, infrastructure) to join our Asset Management Operations Team as a Co-op. Reporting to the Director of Asset Management Operations, the co-op student will assist in the implementation of the new Investment Platform (SimCorp, https://www.simcorp.com/), focusing on data migration and testing for private assets. The intern will also work with the SimCorp project leads on onboarding financial and accounting data across various investments and deals within the funds. Additionally, the co-op student will assist the team with special projects aimed at enhancing our Investment Platform.  These positions are 8-month co-op terms starting in January 2026 and ending September 2026. These will be hybrid positions based in our Toronto or Vancouver offices. Core Responsibilities: Data Migration: Actively support the data integration and migration from existing systems to SimCorp Dimension using new and existing tools including helping onboard AI tools.  Investments/Deals Due Diligence: Support the establishment of complete and accurate records and data integrity of investments/deals in the new Investment Platform. Financial Analysis: Contribute to due diligence on investments, including financial statement analysis and building, reviewing, and analyzing investment/deal metrics in SimCorp.  Investment Platform Enhancement: Assist with special projects focusing on the enhancement of our investment platform.  Historical Data Compilation: Compile historical qualitative and quantitative financial data and analysis from diverse sources into SimCorp.  Workflow Clarification: Assist in clarifying workflows in SimCorp for operational efficiency.  Monitoring: Support monitoring, attribution and analysis of investment returns imported into SimCorp. Collaboration: Work closely with portfolio managers and other stakeholders to resolve any issues or discrepancies.  Required Skills & Qualifications: Enrolled in 3rd or 4th year of studies in a post-secondary degree or diploma in Finance, Economics or Business.  Strong attention to detail and accuracy.  Strong analytical and problem-solving skills.  Good organizational and time management abilities.  Proficiency in Microsoft Excel and Office.  Willingness to learn new systems and processes.  Effective communication skills (written and verbal).  Ability to work independently and as part of a team.  Compensation & Benefits Package: Our co-op positions offer a competitive market salary of $26 per hour, 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. 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