Financial Analyst

Fengate Asset Management; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

A financial services firm located in Toronto is seeking an Analyst in Investor Relations. This role supports client service and capital formation objectives, requiring strong analytical and communication skills. Responsibilities include managing investor inquiries, preparing presentations, and assisting with client onboarding. The ideal candidate will have an undergraduate degree in business or finance and 2+ years of relevant experience. This full-time position offers a competitive salary range of $70,000 to $100,000 annually.

Qualifications

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

Responsibilities

• Support and deliver on client service activities as part of the Investor Relations team.
• Prepare responses to investor inquiries in collaboration with various teams.
• Manage investor relations email inbox.

Skills

Analytical skills

Communication skills

Team player

Detail-oriented

Organizational skills

Education

Undergraduate degree in business or finance

Tools

Microsoft Office

Salesforce

Job description

Analyst, Investor Relations

Fengate Asset Management is seeking an Analyst to support its client service and capital formation objectives. The role reports to the Vice President of Investor Relations and requires strong analytical and communication skills, attention to detail, and an interest in private markets investing.

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

Employment Details

Location: Toronto, ON
Work location: On site
Salary: $70,000 to $100,000 per year
Terms of employment: Full time
Starts as soon as possible
Vacancies: 1

Equal Opportunity Employment

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