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About the Role

Forum Asset Management is seeking a smart, driven, and results-oriented Senior Associate to join its growing corporate development and private equity investment group. This role will involve originating, executing, and managing investments, playing a key part in the success of Forum’s corporate development private equity strategies and offering valuable experience within a top-tier investment platform.

Responsibilities

• Play an active role in growing Forum’s corporate and private equity platforms.
• Support and lead deal teams in generating, evaluating, structuring, and executing investments.
• Prepare internal and external investment memoranda, presentations, reports, and proposals.
• Build and maintain relationships with management teams, partners, consultants, and lenders.
• Support portfolio value creation, including identifying and executing strategic priorities.
• Manage and monitor portfolio investments, including performance updates and valuations.
• Build complex and dynamic financial models to assist in investment evaluation, structuring, financing, and performance measurement.
• Conduct comparable and intrinsic valuation analyses, including comparable company, precedent transaction, discounted cash flow, and other valuation methodologies.
• Provide training, mentorship, guidance, and support to junior investment team members.

Requirements

• University degree in Finance, Economics, Business/Commerce, or a related discipline.
• 3 years of experience or more in a transactional environment, including investment banking, private equity, private credit, venture capital, project development, and/or corporate development.
• Proven track record of outstanding academic achievement and performance.
• 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, 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.

Skills

• Advanced knowledge of financial, valuation, accounting, and economic concepts.
• CFA/CPA/CA designations considered assets.

Location

• In-Office, 181 Bay Street, Toronto

Work Type

• Full-time
• In-office (5 days/week)

Experience Level

• Senior Associate

Education Level

• University degree in Finance, Economics, Business/Commerce or a related discipline

Benefits

• A top-tier insurance program designed to keep you healthy, active, and supported.
• $1,000 annual wellness credit.
• Competitive pay.
• Paid time off.
• Performance-based incentives.
• Access to a matching contribution program for employee investments.
• Support for professional designations.
• Access to TTI behavioural assessments.
• Quarterly learning forums.
• Paid volunteer days.
• Opportunities to participate in team-led community initiatives.
• Access to quarterly all-teams sessions.
• Access to regular lunch & learns.

About the Company

• 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.
• Forum is also building one of the fastest-growing self-storage platforms in Canada, focused on acquiring, developing, and operating institutional-grade storage facilities in undersupplied urban markets.
• Forum’s private equity strategy invests in middle market businesses providing essential services in the built environment.
• 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.

Equal Opportunity

• Forum is an equal opportunity employer.
• We are committed to providing accessible employment practices.
• Should you require an accommodation during any phase of the recruitment process, please let the recruitment team know recruiting@forumam.com.