Associate, Private Equity (1 Year Contract)

Forum Asset Management; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A North American investment firm is seeking an Associate in Private Equity for a one-year contract to support investment teams in evaluating and managing portfolios. Candidates should have a university degree in Finance or related fields and at least 2 years of experience in a relevant transactional role. The position offers an opportunity to develop skills in financial modeling and investment analysis within a dynamic team culture.

Qualifications

• 2 years of experience in a transactional environment.
• CFA/CPA/CA designations considered assets.
• Proven track record of outstanding academic achievement.

Responsibilities

• Research and evaluate new investment opportunities.
• Build complex financial models for investment evaluation.
• Prepare investment memoranda and reports.

Skills

Financial modeling

Investment analysis

Communication skills

Analytical skills

Problem-solving skills

Education

University degree in Finance, Economics, Business/Commerce

Job description

Overview

Forum Asset Management – Associate, Private Equity (1 Year Contract)

Location: In-Office, 181 Bay Street, Toronto

Work Schedule: Full-time, in-office (5 days/week)

About Forum

Join us in delivering Extraordinary Outcomes through investment.

Forum Asset Management is a North American investor, developer, and asset manager with a 28-year track record of delivering long-term value through real estate, private equity, and infrastructure investments. We are a purpose-driven firm committed to sustainability, responsible investing, and making a positive impact in the communities where we invest.

With over $3 billion in AUM, Forum is one of Canada's most dynamic investment platforms. In 2024, we completed the country’s largest real estate transaction through our acquisition of Alignvest Student Housing, making us the largest owner and developer of Purpose-Built Student Accommodation (PBSA) in Canada. Our open-ended Real Estate Income and Impact Fund (REIIF) is now over $2.4 billion, backed by a $3.5 billion development pipeline that spans coast to coast.

Forum’s private equity strategy invests in middle market businesses providing essential services in the built environment. We partner with entrepreneurs and owner-operators looking to accelerate growth and value creation. Our current portfolio includes six investments generating over $250 million of revenue. Our operating businesses today cover HVAC and plumbing services, out of home media, geothermal exchange heating and cooling, retail energy and residential solar.

Our growth is fueled by our ability to identify structural investment themes and deliver strategies that balance income, impact, and long-term value creation. Forum is a values-led, high-performance organization. We embrace agility and innovation, and we strive to foster a team culture grounded in integrity, collaboration, humility, and results.

Position Overview

We are looking for a smart, driven and results oriented individual to join Forum’s growing private equity investment group in the role of Associate, Private Equity on a one-year term, with the possibility of an extension.

The Associate, Private Equity will work closely with team members to help lead deal teams in originating, executing and managing investments and will play an important role in the success of Forum’s private equity strategy. This is an excellent opportunity for a high-performing individual seeking to gain valuable experience with a top-tier investment platform.

Key Duties and Responsibilities

• Research, analyze and evaluate new investment opportunities
• Build complex and dynamic financial models to assist in investment evaluation, structuring, financing and performance measurement
• Perform diligence and investment analysis on historical financial results, competitive positioning, market and industry trends and other relevant investment factors
• Conduct comparable and intrinsic valuation analyses, including comparable company, precedent transaction, discounted cash flow and other valuation methodologies
• Prepare internal and external investment memoranda, presentations, reports and proposals
• Support deal teams in the coordination and execution of new acquisitions, investments, financings and strategic initiatives
• Liaise with portfolio company management teams, receive regular business performance updates and assist with business development initiatives
• Assist with the management and monitoring of portfolio investments and preparation of memos communicating investment performance to senior colleagues

Candidate Profile

• University degree in Finance, Economics, Business/Commerce or a related discipline
• 2 years of experience or more in a transactional environment, including investment banking, private equity, private credit, venture capital, project development, and/or corporate development
• CFA/CPA/CA designations considered assets
• Proven track record of outstanding academic achievement and performance
• Advanced knowledge of financial, valuation, accounting and economic concepts
• Demonstrated ability to perform in-depth financial modeling and investment analysis
• Familiarity with debt financing products, including corporate, project and structured finance
• Entrepreneurial mindset and desire to succeed in an agile, high performance team culture
• Ability to manage multiple workstreams, stakeholders and conduct thorough diligence
• Strong analytical, problem-solving, time management skills and attention to detail and accuracy
• Strong oral and written communication, interpersonal and leadership capabilities
• Positive attitude, strong work ethic and high integrity
• Legally eligible to work in Canada

How to Apply

Should your skills and experience match the requirements of this position, and you wish to engage in our recruiting process, please forward your resume and cover letter to [e-mail].

Equal Opportunity and Accessibility

At Forum, we encourage diversity. We are committed to an inclusive workplace that reflects our belief that diversity is central to building a high-performing team. Forum is an equal opportunity employer. We are committed to providing accessible employment practices. Should you require accommodation during any phase of the recruitment process, please let the recruitment team know.