Associate, Investments

BLAZESOFT; Vaughan; On-site; CAD 110,000 - 180,000; Full time

Benefits offered by this job

Direct exposure to CEO/Principal

Broad principal-side mandate

Competitive compensation with upside

Job summary

Blazesoft, Concord, Ontario, is seeking an experienced Associate, Investments to support the CEO/Principal’s Investment Office across funds, direct private investments, public markets, and real estate. This principal-facing role involves diligent analysis, portfolio monitoring, and creating concise memos for decision-making.

The ideal candidate has 5+ years in investment roles, strong financial modeling and communication skills, and readiness to work on-site in Concord.

Qualifications

• 5+ years of investment experience; 7+ years preferred for higher autonomy.
• Experience in private wealth, investment advisory, asset management, fund-of-funds, VC/PE or similar analytical roles.
• Strong financial modeling, valuation, analytical, and diligence skills.
• Excellent written communication, including investment memos and executive summaries.
• Professional maturity, discretion, integrity, and sound judgment in confidential settings.
• Eligible to work on-site in Concord, Ontario, Canada.

Responsibilities

• Conduct diligence on prospective fund commitments and direct private investments across financial and operational dimensions.
• Prepare investment memos and recommendations for the CEO/Principal.
• Monitor fund and direct-investment holdings, including capital calls, distributions, valuations, and portfolio developments.
• Evaluate opportunities by reviewing markets, models, cap tables, terms, and exit potential.
• Maintain a structured deal-flow and liaise with managers, founders, co-investors, and advisors.
• Prepare portfolio reporting across asset classes and geographies.

Skills

Financial modeling

Valuation

Diligence

Written communication

Executive summaries

AI-enabled research

Workflow automation

Portfolio monitoring

Education

CFA/CIM/CAIA certification

Tools

AI research tools

Job description

Blazesoft | Concord, Ontario | Full-Time, On-Site | Reports to: CEO/Principal

Blazesoft is a fast-growing, Great Place to Work-certified technology and entertainment company. We are seeking an experienced, analytical, and tech-savvy Associate, Investments to support the CEO/Principal's Investment Office across fund commitments, direct private investments, public markets, and real estate.

This is a principal-facing role for an investment professional who wants broader exposure than a traditional financial-services role, with meaningful involvement in diligence, portfolio monitoring, reporting, and investment decision support.

Key Responsibilities

• Conduct diligence on prospective fund commitments and direct private investments, including commercial, financial, operational, and structural analysis.
• Prepare concise investment memos and recommendations for the CEO/Principal.
• Monitor fund and direct-investment holdings, including capital calls, distributions, valuation updates, manager reporting, performance, and key portfolio developments.
• Evaluate private investment opportunities by reviewing markets, financial models, cap tables, transaction terms, and exit potential.
• Maintain a structured deal-flow and pipeline process; support relationships with fund managers, founders, co-investors, advisors, and intermediaries.
• Prepare clear portfolio reporting across asset classes and geographies.
• Review fund and transaction documentation, including LPAs, side letters, subscription agreements, and term sheets; flag legal, tax, compliance, and structural considerations in coordination with external advisors.
• Use AI-enabled research, data extraction, workflow automation, and analytics tools to improve sourcing, diligence, reporting, and portfolio monitoring.

Requirements

• 5+ years of relevant investment experience; 7+ years is preferred for candidates expected to operate with greater autonomy.
• Experience in private wealth, investment advisory, asset management, fund-of-funds or allocator investing, VC/PE, investment banking, family office investing, or another analytical investment role.
• Demonstrated exposure to fund diligence, manager evaluation, fund documentation, private investment analysis, or portfolio monitoring.
• Strong financial modeling, valuation, analytical, and diligence skills.
• Excellent written communication skills, including investment memos, portfolio updates, and executive-level summaries.
• Professional maturity, discretion, integrity, and sound judgment in a confidential principal-facing environment.
• Strong fluency with AI-enabled research, data extraction, workflow automation, and productivity tools.
• Able to work on-site in Concord, Ontario; eligible to work in Canada.

Preferred Assets

• CFA, CIM, CAIA, or another relevant investment designation is a strong asset.
• Current or previous AAR/AR registration, or eligibility to become registered if required, is also a strong asset.
• Experience evaluating technology-driven private-market opportunities across software, cybersecurity, defense and security technology, interactive entertainment, iGaming, and adjacent technology verticals.
• Familiarity with institutional fund managers, venture-capital, and private-markets ecosystems in North America and other relevant markets.

Benefits

• Direct exposure to the CEO/Principal and meaningful involvement in investment decision-making.
• A broad principal-side mandate across funds, direct investments, public markets, and real estate.
• Competitive compensation with performance-based upside.
• Exposure to fund managers, founders, advisors, and investment partners.
• An entrepreneurial, fast-moving, Great Place to Work-certified culture.