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!
Working closely with the Nicola Global Infrastructure Fund, this individual will support investment monitoring and deliver insights on portfolio performance, exposures, and stakeholder reporting, leveraging strong analytical skills, attention to detail, and technical proficiency.
The role provides exposure to the private capital platform across five investment verticals, while also offering a unique opportunity to develop an in-depth understanding of the Nicola Global Infrastructure Fund.
About the team:The Middle Office team within Private Capital is responsible for investment monitoring, performance analysis, and portfolio reporting across all Private Capital funds. The team plays a key role in ensuring high-quality, accurate, and timely information is available to support portfolio oversight and reporting.
This is a hybrid role located in either our Toronto or Vancouver office.
Core Responsibilities:- Monitor and evaluate the performance of existing portfolio investments.
- Analyze financial statements, partner reports, and key performance drivers for existing portfolio investments.
- Prepare monthly and quarterly portfolio reports, including performance analysis, exposures, and key insights for stakeholders.
- Prepare cash flow projections as guided by the investment team.
- Support investment teams in closing and funding new investments.
- Input and maintain investment data in portfolio management systems.
- Support internal stakeholders through presentations and ad-hoc project work.
- Identify operational risks and drive process improvements.
- A minimum of 3-5 years of relevant experience in Capital Markets or Private Capital/Real Assets.
- Undergraduate degree in business, accounting, or finance.
- Financial Industry designation considered an asset (CFA, CAIA, CPA, or CA)
- Working experience with PowerBI, SimCorp, or similar programs considered an asset.
- Must be legally eligible to work in Canada for any employer
This position comes with a base salary range of $100,000 - $120,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. 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.
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!
Skills Required
- A minimum of 3-5 years of relevant experience in Capital Markets or Private Capital/Real Assets
- Undergraduate degree in business, accounting, or finance
- Financial Industry designation considered an asset (CFA, CAIA, CPA, or CA)
- Working experience with PowerBI, SimCorp, or similar programs considered an asset
- Must be legally eligible to work in Canada for any employer
What We Do
Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America
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