Investment Associate

Winchesters; Toronto; On-site; CAD 90,000 - 140,000; Full time

Job summary

Winchesters is seeking an Associate to join their Investments team in Toronto, supporting acquisitions, financial modelling, investment analysis, investor reporting, and portfolio management.

You will gain exposure to seniors living platforms, residential developments, and new opportunities, while contributing to AI-enabled research and reporting processes in a fast-paced environment.

Qualifications

• 3–5 years of relevant experience in real estate, investment banking, private equity, corporate finance, or management consulting.
• CFA, CPA, or other professional designations considered an asset.
• Strong financial modelling and analytical capabilities, with advanced proficiency in Microsoft Excel.
• Experience with real estate investments, acquisitions, development, or portfolio management is an asset.
• Experience with AI tools and an interest in leveraging technology to improve research, analysis, and reporting processes.

Responsibilities

• Assist underwriting, due diligence, and execution of acquisitions and portfolio transactions.
• Build and maintain financial models; conduct market research and investment analysis.
• Monitor portfolio performance and assist with investment strategy and risk assessment.
• Coordinate investor reporting and prepare detailed reporting packages for equity partners.
• Prepare financial information and reporting packages for lenders and financing partners.
• Evaluate new opportunities through financial modelling and market research.
• Identify opportunities to leverage AI to improve research, analysis, and recurring reporting.
• Provide financial and analytical support across business units and special projects.

Skills

Financial modelling

Analytical capabilities

AI tools interest

Problem solving

Communication skills

Independent work

Attention to detail

Education

CFA/CPA or other designation

Tools

Microsoft Excel

Job description

Toronto, ON (4 days in office)

Our client is a real estate organization with a diversified portfolio across multiple asset classes.

They are seeking an Associate to join their Investments team, supporting acquisitions, financial modelling, investment analysis, investor reporting, and portfolio management. The role offers exposure to their growing seniors living platform, residential developments, and new investment opportunities.

Responsibilities

• Investments & Acquisitions: Support the underwriting, due diligence, and execution of acquisitions and portfolio transactions, including financial modelling, operating projections, financing analysis, and investment returns.
• Financial Analysis & Modelling: Build and maintain financial models, conduct market research, and provide analytical support for existing investments, new projects, and corporate initiatives.
• Portfolio Monitoring: Monitor portfolio performance, evaluate market trends, and assist with investment strategy, risk assessment, and portfolio management.
• Investor Reporting: Coordinate information across various business units to prepare detailed reporting packages, investment materials, and updates for equity partners.
• Corporate & Project Financing: Prepare and coordinate financial information, due diligence materials, and reporting packages for lenders and financing partners.
• New Business Initiatives: Evaluate new business opportunities and investment strategies through financial modelling, market research, and preliminary investment analysis.
• Process Improvement & AI Integration: Identify opportunities to leverage AI and other technology to improve financial analysis, research, document review, and recurring reporting processes.
• Ad Hoc Projects: Provide financial and analytical support across various business units and special projects as required.

Qualifications

• 3–5 years of relevant experience in real estate, investment banking, private equity, corporate finance, or management consulting.
• CFA, CPA, or other relevant professional designations considered an asset.
• Strong financial modelling and analytical capabilities, with advanced proficiency in Microsoft Excel.
• Experience with real estate investments, acquisitions, development, or portfolio management considered an asset.
• Strong understanding of financial statements, investment analysis, and corporate finance principles.
• Experience with AI tools and an interest in leveraging technology to improve research, analysis, and reporting processes. Coding or scripting experience is an asset.
• Excellent written and verbal communication skills, with the ability to synthesize complex financial information into clear and concise reporting materials.
• Strong attention to detail, organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
• Proactive, self-motivated individual with strong problem-solving skills and the ability to work independently and collaboratively.