Senior Financial Analyst – Real Estate (Hybrid – FP&A / Reporting)

Fengate; Toronto; Hybrid; CAD 85,000 - 100,000; Full time

Job summary

Fengate is seeking a Senior Financial Analyst – Real Estate (Hybrid) to support FP&A and reporting for residential, resort, and US hotel assets. You will work with Finance, FP&A, Developments, Investments, and external consultants to maintain models and prepare fund reports.

The role requires CPA with 3+ years in real estate or asset management, strong Excel modelling, and experience with AI tools to enhance analysis. A flexible Toronto/Oakville location and hybrid work arrangement are available.

Qualifications

• Undergraduate degree in accounting or finance.
• CPA designation strongly preferred with 3+ years in real estate/asset management.
• Experience with financial modelling and valuation metrics (IRR, ROIC, NPV).
• Proficiency in Excel modelling and presenting findings in PowerPoint.

Responsibilities

• Support investments team to maintain models projecting performance metrics (cash flow, IRR, ROIC, MOIC, NPV).
• Calculate quarterly and annual fund returns using IRR and weighted capital.
• Coordinate year-end valuation with external appraiser and assess assumptions.
• Prepare monthly accounting entries and bank reconciliations for segregated funds.

Skills

Financial analysis

Financial modelling

IRR ROIC NPV

Communication

Education

Bachelor's degree in accounting/finance

CPA designation

Tools

Excel

PowerPoint

AI tools (Copilot/ChatGPT)

Job description

## Senior Financial Analyst – Real Estate (Hybrid – FP&A / Reporting)Apply: Hybrid: Oakville: Toronto: Full time: Posted 5 Days Ago: JR18# **COMPANY OVERVIEW**Fengate Asset Management is a leading alternative investment manager focused on infrastructure, private equity, and real estate strategies. Founded in 1974 in Hamilton, Ontario, and with over 250 team members across Canada and the U.S., Fengate is one of the most active real asset and growth equity investors in North America. The firm currently manages over C$10 billion in capital commitments in support of more than C$40 billion in gross asset value, on behalf of over 60 institutional investors across North America, Europe, and Asia.The firm believes that acting responsibly to its stakeholders and communities is fundamental. Fengate is a signatory of both the Institutional Limited Partners Association (ILPA) Diversity in Action initiative and the United Nations-supported Principles for Responsible Investment, integrating environmental, social and governance (ESG) principles into all stages of the firm’s investment process. In 2021, Fengate established its ESG Committee and its EBID (Equity, Belonging, Inclusion and Diversity) Think Tank, consisting of leaders and employees of all backgrounds and levels throughout the firm, to advance and govern the ESG and EBID objectives.Fengate has achieved Platinum Club member status as one of Canada’s Best Managed Companies, retaining this designation since 2007, and has been certified as a Great Place to Work. Over the past year, Fengate was named one of Canada’s Best WorkplacesTM (#4 for companies with 100-999 employees) and as a Best WorkplaceTM for Financial Services & Insurance, Inclusion, Women, Today’s Youth, Mental Wellness, Giving Back, and Most Trusted Executive Teams.The firm has also been recognized with Waterstone Human Capital’s 2022 Most Admired Corporate CulturesTM award. This program recognizes best-in-class organizations for having cultures that have helped them enhance performance and sustain a competitive advantage. Only 50 organizations are awarded this prestigious corporate culture award each year.**Company:** Fengate Asset Management**Title:** Senior Financial Analyst – Real Estate (Hybrid – FP&A / Reporting)**Reports To:** Senior Manager, Finance – Real Estate**Location:** Toronto or Oakville, Ontario## OPPORTUNITYThe Senior Financial Analyst will report to the Senior Manager of Finance, Real Estate. The individual will be supporting the financial planning & analysis and reporting for Fengate’s segregated funds, predominantly on Canadian residential and resort operations and US Hotel operations. This role will have the opportunity to interact closely with the Finance, FP&A, Developments, Investments, and 3rd Party consultant teams.## KEY RESPONSIBILITIES* Support investments team to maintain models to project performance metrics such as cash flow, operating returns, IRR, ROIC, MOIC, NPV, etc.* Calculation of quarterly and annual fund returns using IRR and weighted capital* Assist with year-end valuation process by co-ordinating with external appraiser and critically assessing assumption used in appraisal* Prepare monthly accounting entries and bank reconciliations for segregated funds* Preparation and review of quarterly financial statements for internal management and investors* Assist with year-end audit process through the preparation of audit working papers* Work closely with accounting teams of joint ventures to co-ordinate and compile support for investment models, quarterly reporting, cash management, development draw requests, debt covenants and other ad-hoc requests* Preparation of quarterly fund reports for internal management and investors* Work closely with banks to secure financing and perform other treasury functions* Identify and implement continuous process improvements across different areas of scope**KEY QUALIFICATIONS*** Undergraduate degree in accounting, finance, or other relevant technical discipline* CPA designation, with 3+ years of relevant experience in the industry* Experience with working in the real estate or asset management space is preferred* Strong Excel modelling skills, ability to construct professional PowerPoint presentations* Experience and interest in leveraging AI-powered tools (e.g., Microsoft Copilot, ChatGPT, Claude or similar) to enhance financial analysis, reporting, research, and workflow efficiency.* Solid understanding of statement of earnings, balance sheet, cash flows, IRR, ROIC, etc.* Genuinely curious with a desire to understand key metrics and drivers* Strong customer focus with excellent relationship building and a collaborative working style* Exceptional communication skills, both written and verbal, including the ability to communicate effectively with all levels of the organization* Ability to handle competing deliverables, with accurate/timely delivery under tight timelines**Personal Characteristics:**The successful candidate will be a self-starter that enjoys working in and fast-paced yet collegial environment, has a strong commitment to deadlines and the team, is process oriented with a high sense of ownership in their work, and possesses a high degree of intellectual curiosity.## 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.**LOCATION**The position can be based in either our Toronto or Oakville office, depending on the preference of the successful candidate. Fengate offers a Work-Flex policy where employees are allowed to work remotely up to 2 days per week.## PAY RANGEThe expected base pay range for this position is: $85,000 - $100,000.OakvilleFengate 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.