Senior Analyst

Description:

Nicola Wealth, a leading Canadian wealth management firm recognized for its sophisticated planning, diversified private investment funds, award-winning culture, and 99% client retention rate, is seeking a Senior Analyst or Associate to join its Venture Capital & Growth Equity team in Toronto. This full-time opportunity is ideal for individuals passionate about working on high-quality deal flow in an intellectually rigorous and collaborative environment.

With approximately $1.3 billion in AUM across Nicola Private Equity and Venture Capital Funds, the firm manages evergreen portfolios that span direct co-investments, fund investments, and secondaries across North America and globally. The successful candidate will support investment strategy execution, conduct due diligence, and manage capital across both Nicola Venture Capital LP and Nicola Private Equity LP.

This role offers a chance to engage in meaningful work across VC and Growth Equity transactions, collaborating with top-tier fund managers, sourcing deals, and building relationships within the investment ecosystem.

Core Responsibilities:

• Analyze and evaluate new investment opportunities including funds, secondaries, and direct investments

• Support development and execution of the firm’s Venture Capital and Growth Equity direct investment strategy

• Conduct in-depth financial modeling, valuation analyses, and market research to assess investment attractiveness

• Prepare detailed investment committee materials and memos

• Build and maintain strong relationships with fund managers and external partners

• Monitor existing investments and contribute to quarterly and ad-hoc reporting

• Assist in fund-level cash flow modeling, exposure analysis, and forecasting

• Attend industry events, engage with GPs, and proactively source new opportunities

• Contribute to broader team efforts including marketing materials and project-based work

Key Competencies & Attributes:

• Investment Acumen: Solid understanding of VC and growth equity strategies, with strong awareness of the tech sector

• Analytical Thinking: Excellent research, modeling, and critical thinking skills to develop investment insights and decisions

• Communication: Exceptional verbal and written skills; ability to present complex investment concepts with clarity

• Self-Leadership: Ability to manage multiple priorities in a fast-paced, deadline-driven environment

• Collaboration: Strong team player with high integrity, ownership, and a proactive mindset

• Curiosity: Inquisitive and motivated to continuously learn new sectors, strategies, and technologies

Experience & Qualifications:

• 3–7 years of experience in venture capital, private equity, investment banking, or similar fields

• Undergraduate degree in finance, business, accounting, or a related field

• Financial designations (CFA, CPA, CA, CBV) are considered assets

• Proven experience in due diligence, M&A transactions, or growth-stage investment environments

• Strong accounting and financial modeling capabilities

Measures of Success:

• Effective execution and support of investment origination, diligence, and portfolio management

• Contribution to high-quality deal sourcing and transaction closings

• Successful maintenance and strengthening of industry and partner relationships

• Delivery of detailed analysis that supports fund strategy and portfolio growth

• Continuous learning and development aligned with personal and firm goals

Compensation & Benefits:

• Base Salary: CAD 90,000 – 140,000 annually → CAD 7500 – 11666 monthly

• Bonuses: Competitive performance bonus

• Profit Sharing: Participation in Asset Management profit-sharing program

• Additional Perks:

  • Participation in company benefit programs on Day 1

  • Share ownership opportunities

  • Inclusive culture recognized among Canada’s top employers

  • Investment in long-term professional growth and development