Analyst, Investor Relations

Fengate Asset Management; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services firm in Toronto is seeking an Analyst to support client service and capital formation goals. Responsibilities include assisting the Investor Relations team with inquiries, managing communications, and preparing presentations. The ideal candidate has a business or finance degree, relevant work experience, and strong communication skills. This role offers an opportunity to work in a collaborative environment focused on private markets investing.

Qualifications

• 2+ years of relevant work experience in investor relations, investment banking, accounting, or asset management.
• Experience with institutional investors is preferred.
• Progress towards a CPA or CFA designation is an asset.

Responsibilities

• Support client service activities as a member of the Investor Relations team.
• Prepare high-quality, timely responses to investor inquiries.
• Manage investor relations email inbox.

Skills

Analytical skills

Communication skills

Organizational skills

Detail-oriented

Self-starter

Team player

Education

Undergraduate degree in business or finance

Tools

Microsoft Office

Salesforce

DealCloud

Job description

OPPORTUNITY

The firm is seeking an Analyst to support its client service and capital formation objectives. This individual will report to the firm’s Vice President of Investor Relations. The role requires strong analytical and communication skills, attention to detail, and an interest in private markets investing. The ideal candidate is an organized, self‑motivated team player who can prioritize and take ownership of multiple projects.

KEY RESPONSIBILITIES

• Support and deliver on client service activities of the firm as a collaborative member of the Investor Relations team
• Coordinate with various teams across the firm to prepare high‑quality, timely responses to investor inquiries
• Monitor and manage the investor relations email inbox
• Provide support on investor diligence requests
• Prepare and update presentations for capital raising activities, investor updates, and conferences
• Manage the preparation and dissemination of external communication materials
• Maintain the client relationship management database
• Assist with client onboarding
• Assist senior leadership with special projects as they arise

KEY QUALIFICATIONS

• Undergraduate degree in business or finance with an excellent academic background
• 2+ years of relevant work experience in investor relations, investment banking, accounting, or at an asset management firm specializing in infrastructure, real estate, and/or private equity funds, or experience working with institutional investors
• Progress towards a professional designation in accounting or finance (such as CPA or CFA) would be an asset, but is not required
• Experience in asset management, and knowledge of infrastructure, real estate, and/or private equity would be an asset, but is not required
• Self‑starter and team player with positive, can‑do attitude
• Strong written and verbal communication skills
• Detail‑oriented and resourceful
• Excellent organizational skills
• Demonstrated competence with Microsoft Office including PowerPoint, Excel, Word and Outlook
• Experience with Salesforce, DealCloud or similar CRM software

CORE COMPETENCIES

• Being Authentic – Inspiring trust and being courageous.
• Focusing on Performance – Being accountable and driving results.
• Understanding Stakeholders – Knowing the needs of those who rely on you.
• Building Effective Relationships – Collaboration and communication.

Fengate is an equal opportunity employer, we strive to attract and retain a diverse workforce and are committed to promoting diversity, equity, inclusion, and belonging in the workplace. It is a core priority at Fengate to create, operate with, and continuously grow and sustain an inclusive culture that respects and connects the diversity of our team, our clients, our partners, and the communities we work in.

We are committed to providing accommodation for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

We thank all applicants for their interest in this position; however only candidates selected for an interview will be contacted.