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About the Role
Forum Asset Management is seeking an Associate, Corporate Development and Private Equity to originate, execute and manage investments. This role will be a key member of the Corporate Development and Private Equity team, contributing to investment performance across Forum’s corporate development and private equity strategies. The Associate will build and maintain complex financial models, lead diligence workstreams, and shape recommendations for the Investment Committee.
Responsibilities
- Play an active role in growing Forum's corporate development and private equity platforms, including emerging verticals such as self-storage
- Support deal teams in generating, evaluating, structuring and executing investments
- Build and maintain complex, dynamic financial models to support investment evaluation, structuring, financing and performance measurement
- Conduct comparable company, precedent transaction, discounted cash flow and other valuation analyses
- Prepare investment memoranda, presentations, reports and proposals for internal stakeholders and the Investment Committee
- Assist with the management and monitoring of portfolio investments, including performance updates and valuations
- Build and maintain relationships with management teams, partners, consultants and lenders
- Conduct thorough due diligence across financial, operational, legal and market dimensions
- Identify opportunities to apply AI and automation to accelerate diligence, modelling and reporting workflows
- Liaise with portfolio company management teams and support business development initiatives
Requirements
- University degree in Finance, Economics, Business/Commerce or a related discipline
- 2+ years of experience 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 and professional performance
- Advanced financial modelling, valuation and accounting skills, with the ability to build complex models from scratch
- Familiarity with debt financing products, including corporate, project and structured finance
- AI-native instincts: comfortable using AI tools to accelerate modelling, diligence and reporting, with a builder's mindset toward improving how the team works
- Entrepreneurial and competitive, with the ability to manage multiple workstreams and stakeholders under tight timelines
- Strong analytical, written and verbal communication skills, with high attention to detail and accuracy
- Legally eligible to work in Canada
Skills
- Financial modelling
- Valuation
- Accounting
- Debt financing
- AI tools
- Analytical skills
- Written communication
- Verbal communication
Location
- In-Office, 181 Bay Street, Toronto
Work Type
- Full-time
- In-office (5 days/week)
Experience Level
- Associate
Education Level
- University degree in Finance, Economics, Business/Commerce or a related discipline
- CFA, CPA or CA designation considered an asset
Salary/Compensations
- $90,000-140,000 CAD
Benefits
- Top-tier insurance program
- $1,000 annual wellness credit
- Competitive pay
- Paid time off
- Performance-based incentives
- Employee Match Program
- Support for professional designations
- TTI behavioural assessments
- Quarterly learning forums
- Hands-on access to enterprise-grade AI tools
- Paid volunteer days
- Opportunities to participate in team-led community initiatives
- Quarterly All Teams sessions
- Lunch & Learns
About the Company
- Delivering Extraordinary Outcomes™ through Investment.
- North American investor, developer, and asset manager with a 30+ year track record of delivering long-term value through real estate, private equity, and infrastructure investments.
- Purpose-driven firm committed to sustainability, responsible investing, and making a positive impact in the communities where we invest.
- Over $4 billion in AUM, one of Canada's most dynamic investment platforms.
- 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 Accommodations (PBSA) in Canada.
- Open-ended Real Estate Income and Impact Fund (REIIF) is now over $2.9 billion, backed by a $4.0 billion+ development pipeline.
- 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.
- Private equity strategy invests in middle market businesses providing essential services in the built environment.
- Partner with entrepreneurs and owner-operators looking to accelerate growth and value creation.
- Current portfolio includes six investments generating over $250 million of revenue.
- Operating businesses cover HVAC and plumbing services, out of home media, geothermal exchange heating and cooling, retail energy and residential solar.
- Values-led, high-performance organization embracing agility and innovation.
- Foster a team culture grounded in integrity, collaboration, humility, and results.
- Growth fueled by ability to identify structural real estate themes and deliver strategies that balance income, impact, and long-term value creation.
- 30-year-old start-up: dynamic, entrepreneurial team focused on creating value and positive impact.
- BHAG: grow the business to an AUM of at least $15 billion by 2030 while positively impacting a minimum of 50,000 lives.
- Core values are High Performance, Innovation, Integrity, Diversity and Impact.
- AI-forward firm where work that used to take weeks ships in days.
- Prototyping fast, measuring, and keeping what pays — “GSD” is written into our culture.
- Visible scoreboard with metrics reviewed weekly.
- Celebrates diverse perspectives and is committed to maintaining the highest standards of equity and inclusion.
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