Job Opportunity
Sr. Analyst / Associate – Venture Capital & Growth Equity
Nicola Wealth | Vancouver, Canada | Toronto, Canada
Job Summary
Primarily support your colleagues on the investment team on diligence of new opportunities, as well as participate in ongoing monitoring of existing investments. Undergraduate degree in Business, Accounting, or Finance. 3+ years of relevant experience in private equity, venture capital, investment banking, or other relevant industries.
Details
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. Recognised 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.
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, growth equity, 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 $1.3 billion, are evergreen funds with a mandate to maximise long-term returns for our clients, by investing a diversified portfolio of direct co-investments, fund investments and secondaries across North America and internationally.
Purpose of the Role
This role is primarily responsible for investing and managing capital for Nicola Venture Capital LP, with added responsibilities to invest and manage Nicola Private Equity LP. You will primarily support your colleagues on the investment team on diligence of new opportunities, as well as participate in ongoing monitoring of existing investments. As part of this role, you will contribute to the build-out of a direct and co-investment strategy across Venture Capital and Growth Equity.
Core Responsibilities:
* Assist in screening and analysis of new investment opportunities across funds, secondaries, and direct investments
* Help build and execute a direct investment strategy for Venture Capital and growth equity
* Assess the attractiveness of investment opportunities through market and industry research, financial modeling, and valuation analyses
* Conduct thematic and sector research to identify attractive investment opportunities and proactively source opportunities through conversations with GP partners, industry conferences and events, and management conversations
* Prepare investment committee materials
* Develop and manage relationships with our fund partners, provide 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
Experience & Qualifications:
* Undergraduate degree in Business, Accounting, or Finance
* Financial Industry designation considered an asset (CFA, CPA, CA, or CBV)
* 3-7 years of relevant experience in private equity, venture capital, investment banking, or other relevant industries
* Strong accounting, valuation, and financial modeling skills
* Experience conducting due diligence as part of M&A or growth equity transactions
Core Competencies:
Investment Acumen
* Demonstrates intermediate knowledge of venture and growth equity investment strategies and transaction types
* Follows market activity and sector-specific developments, especially within the technology sector
Analytical & Critical Thinking
* Demonstrated ability to conduct thorough research and analysis, generate insights and form recommendations
* Thinks critically and objectively, demonstrating strong judgement in decision making
Self-Leadership
* Resourceful, with the ability to manage competing priorities with sensitivity to strict timelines
* Ability to work in a dynamic and fast paced, deadline driven environment.
Collaboration
* Collaborative team player with the ability to function in a high-performing team and build trust with our people and partners within and outside the business
Curiosity
* Curious, flexible and open to learning new investment strategies and approaches
* Deep curiosity about emerging technologies, trends and industry developments
Communication
* Exceptional communication skills, both verbal and written
* Ability to develop engaging presentations and memos and clearly communicate financial / business information
Measures of Success:
Analytical Excellence
* Demonstrating advanced analytical skills in financial modeling, valuation, and due diligence processes, contributing to well-informed investment decisions
Deal Origination and Execution
* Contribute to successful sourcing, underwriting, and closing of high-quality investment opportunities that align with the fund’s strategic objectives
Portfolio Management
* Effective monitoring of fund and direct investments, ensuring strong risk management, alignment with fund strategy and generation of superior risk-adjusted returns
Industry Networking
* Building and maintaining robust relationships with the industry partners, peers, and potential investment targets to enhance deal flow and firm’s reputation
Professional Development
* Continuous improvement in industry knowledge, investment strategies, and leadership abilities, contributing to both individual and organisational growth
Cross-Team Collaboration
* Exceptional collaboration across Private Equity and Venture Capital, as well as the broader Private Capital platform
Click here for details on this job
- Compensation: CAD 140,000
- Min Education: BA/BS
- Min Experience: 3 years