Analyst, Fund Management

Outhire Inc.; Toronto; On-site; CAD 75,000 - 85,000; Full time

Benefits offered by this job

Permanently In-Office

Job summary

Outhire Inc. in Toronto is building a lean, high-growth investment platform. This role supports the fund management group across reporting, investor relations, and portfolio analytics for a growing portfolio of real estate debt funds.

You will gain broad, hands-on exposure as an early-career finance professional in a fast-paced environment, developing Excel-based tools and contributing to investor communications and capital planning.

Qualifications

• Undergraduate degree in Finance, Accounting, Economics, or Business Administration.
• 1–2 years of relevant experience in finance or investment management.
• Advanced Microsoft Excel proficiency including complex formulas and data manipulation across multiple workbooks.
• Strong communication skills with the ability to multitask and prioritize in a fast-paced environment.

Responsibilities

• Track and document transactions through the fund investment process.
• Assist in preparing information and analysis for senior management to support fund decisions.
• Provide support for Fund Management Committee meetings including agendas, documents, and minutes.
• Assist with analysis, structuring, and creation of new funds including financial modelling and wind-up of funds.
• Build and maintain Excel-based databases and reporting tools to improve reporting workflows.
• Assist in maintaining the KYC/AML database for investors.
• Prepare reports and materials for existing fund investors.

Skills

Excel proficiency

Communication skills

Finance experience

Education

Bachelor’s degree in Finance/Accounting/Economics/Business Administration

Job description

At Outhire, we believe in revolutionizing the hiring process to make it more equitable and enjoyable for everyone involved. Our innovative approach puts candidates front and center, offering in-depth looks at open positions, personalized advice, and interview preparation. But we don't stop there - our Visual Resume feature ensures that hiring managers see the complete picture of who you are and what you bring to the table while eliminating biases you may face with traditional hiring practices. With Outhire, you can trust that we'll work tirelessly to match you with the role that truly fits your skills, experience, and aspirations. Join us in our mission to create a better hiring experience

TITLE

SALARY RANGE

$75,000 - $85,000

CASH BONUS

Discretionary

THE PERKS

LOCATION

Toronto, ON

THE OFFICE

Permanently In-Office

TEAM SIZE

2

THE ROLE

An individual contributor supporting the fund management group across reporting, investor relations, and portfolio analytics for a growing platform of real estate debt funds.

• Investment Analysis (20%)
• Capital Management (15%)

THE TASKS

• Track and document transactions through the fund investment process and update fund databases as required
• Assist in the preparation of information and analysis for senior management to support fund management decisions
• Provide support for regular Fund Management Committee meetings including agendas, supporting documents, and minutes
• Assist with the analysis, structuring, and creation of new funds including financial modelling, as well as the wind-up of funds reaching final maturity
• Build and maintain Excel-based databases and reporting tools to improve efficiency across internal and external reporting workflows
• Assist in the maintenance of the KYC/AML database for investors
• Assist with the preparation of analysis and reports to existing fund investors
• Prepare marketing materials for new funds and new investors
• Organize and maintain confidential information memorandums and the CIM database of source material
• Support planning of investor meetings, events, and marketing initiatives
• Respond to ad-hoc investor requests for proposals, information, and data packages required for investment decisions

Investment Analysis

• Assist with credit reviews of portfolio mortgages to track evolving credit risk and update mark-to-market calculations
• Assist with site visits of commercial properties as part of ongoing portfolio monitoring
• Participate in and document capital allocation decisions

Capital Management

• Work with detailed financial models to evaluate and forecast the debt and equity capital requirements of the investment funds
• Assist with maintaining relationships with capital partners and complete periodic reporting requirements

THE COMPANY

A private Canadian investment fund manager specializing in originating and managing commercial mortgage assets across multiple real estate debt funds for institutional and high-net-worth investors. The platform is in active growth mode with expanding fund sizes and an increasing investor base.

THE OPPORTUNITY

Join a lean, high-growth investment management platform where you will gain broad, hands-on exposure across fund management, investor relations, and portfolio analytics rather than being siloed into a single function. Ideal for someone with early-career finance experience who thrives in a fast-paced environment and wants to build a well-rounded foundation in real estate debt fund management.

THE EXPECTATIONS TIMELINE PREVIEW

By Month 1

• Complete onboarding and develop a thorough understanding of fund structures, investor base, and reporting cadence
• Build relationships with key team members across fund management, underwriting, and servicing
• Gain working knowledge of all existing Excel-based databases and reporting tools
• Shadow existing processes for Fund Management Committee meetings and investor reporting

By Month 3

• Independently prepare Fund Management Committee meeting materials including agendas, supporting documents, and minutes
• Take ownership of maintaining and updating fund databases and investor records
• Begin handling investor requests for information and data packages with minimal oversight
• Demonstrate consistent accuracy and efficiency across internal and external reporting deliverables

By Month 6

• Manage recurring investor reporting and capital partner reporting cycles end to end
• Contribute meaningfully to credit reviews, mark-to-market updates, and capital allocation documentation
• Support the evaluation and potential implementation of an investor portal
• Proactively identify and implement process improvements in reporting workflows

By Month 12

• Operate as a reliable, autonomous contributor across all fund management functions
• Lead preparation of marketing materials and CIMs for new fund launches or capital raises
• Demonstrate cross-functional awareness of the broader platform including underwriting and servicing
• Position for expanded responsibilities in client service and capital raising

THE SKILL SET

• Undergraduate degree in Finance, Accounting, Economics, or Business Administration
• A minimum of 1–2 years of relevant experience in finance or investment management
• Advanced Microsoft Excel proficiency including complex formulas, data manipulation across multiple workbooks, and financial modelling
• Strong communication skills with the ability to multitask and prioritize competing demands in a fast-paced environment

ONLY QUALIFIED CANDIDATES WILL BE CONTACTED.