Associate, Investor Relations

Fengate Asset Management; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading asset management firm in Toronto is seeking an Associate to support client service and capital formation objectives. The ideal candidate will have over 5 years of experience in investment banking or investor relations, strong analytical skills, and a detail-oriented mindset. Responsibilities include managing investor inquiries and preparing materials for capital raising activities. This role emphasizes teamwork and effective communication in a diverse environment.

Qualifications

• 5+ years of relevant work experience in investor relations, investment banking, or accounting.
• A professional designation in accounting or finance (CPA or CFA) would be an asset.
• Self-starter with a positive attitude.

Responsibilities

• Support client service activities as part of the Investor Relations team.
• Coordinate responses to investor inquiries.
• Prepare and update presentations for capital raising activities.

Skills

Analytical skills

Communication skills

Attention to detail

Organizational skills

Team player

Education

Undergraduate degree in business or finance

Tools

Microsoft Office (PowerPoint, Excel, Word, Outlook)

Salesforce

DealCloud or similar CRM

Job description

OPPORTUNITY

The firm is seeking an Associate 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
• Provide support on investor diligence requests
• Prepare and update presentations for capital raising activities, investor updates, and conferences
• Help coordinate, plan, and prepare materials for annual investor meetings
• Manage the preparation and dissemination of external communication
• Maintain and manage the client relationship management database, analyze data, and prepare reports to support fundraising activities
• Assist with client onboarding and coordination with external advisors
• Review work completed by Investor Relations analysts and support skills development
• Assist senior leadership with special projects as they arise

KEY QUALIFICATIONS

• Undergraduate degree in business or finance with an excellent academic background
• 5+ 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
• A professional designation in accounting or finance (such as CPA or CFA) would be an asset, but 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.