Senior Analyst, Infrastructure Investments

Posted 08 March 2023

Senior Analyst, Infrastructure Investments at Nicola Wealth

Investments Full-time Vancouver or Toronto

Experience: Senior-Level
Education Required: Completion of an undergraduate degree in business, accounting or finance.
Salary Range: Not Specified

Close date: 29 April 2023

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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 incoming employees 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 the future. If you have this same drive, then let’s talk!

Position Description

We are seeking a Senior Analyst, Infrastructure Investments, with strong financial analysis and due diligence skills.

Do you want to work in a fast-paced, intellectually challenging environment? Join our team and look forward to a strong deal flow and the opportunity to build knowledge in 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.

Reporting to the Director, Infrastructure, you will be a critical player on the investment team responsible for investing and managing capital for Nicola Infrastructure and Renewable Resources LP. You will primarily support the investment team in diligencing new opportunities, as well as participate in ongoing monitoring of existing investments.

The location of this role will be a hybrid work schedule based in our Vancouver or Toronto office.

Key Accountabilities:

  • 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 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.
  • Actively engaging in ongoing learning and development to continuously improve skills and knowledge.

Success Factors:

  • You are curious and have an ability to think critically and independently.
  • You have a strong analytical and mathematical ability.
  • The ability to work in a dynamic and fast paced, deadline driven environment.
  • Excellent written and verbal communication skills.
  • The ability to build trust with our people and partners.
  • Collaborative and team focused, with the ability to function in a high-performing team.
  • Flexible and open to learning new investment strategies and approaches.
  • You are resourceful.
  • You are calm and collaborative under pressure.

Required Skill / Experience

  • A minimum of 3 years of related work experience in private infrastructure, investment banking, corporate development, corporate finance or management consulting.
  • Completion of an 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 transactions.
  • The confidence to adapt to change. You are legally eligible to work in Canada for any employer.

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