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About the Role

Forum Asset Management is seeking an Associate, Investments and Asset Management to support the underwriting, due diligence, and execution of new real estate investments across its platforms. This role will contribute to driving investment performance and disciplined growth across multiple real estate asset classes.

Responsibilities

Support the underwriting of acquisitions, developments, recapitalizations and portfolio transactions, from initial screening through closing.
Build and maintain financial models, including discounted cash flow, valuation, development proformas, equity waterfalls, and sensitivity and scenario analyses.
Evaluate on-campus PBSA opportunities, including market sizing, enrolment and demand analysis, competitive set review and operating assumptions.
Help coordinate due diligence with internal teams and external advisors, and track closing deliverables.
Coordinate the capital stack for new investments and support loan closings, liaising with lenders and appraisers and working across internal teams to meet financing timelines.
Help prepare investment committee memoranda and presentations for internal approvals and senior leadership review.
Support the assessment of development feasibility and investment economics, including approval and construction timelines, soft and hard cost assumptions and key milestones.
Maintain active development project proformas, including updating actuals, revising forecasts, and performing variance and scenario analyses.
Conduct comparable and market research on sales and lease rates, cap rates, construction costs and policy changes to support investment theses.
Support asset-level and portfolio-level analysis across REIIF, including budgeting, forecasting, hold-sell analysis, and tracking of leasing, occupancy, NOI and capital expenditure.
Support debt and equity financing processes by preparing lender materials, financing presentations and investment pitchbooks, and analyzing financing alternatives.
Prepare and review valuations, quarterly and monthly reporting, and investor materials.
Review financial documents and models for accuracy, and support smooth project handoffs.
Work alongside analysts and share best practices, helping maintain a high bar for accuracy and speed.
Work across investments, development, asset management, capital markets and finance to gather key inputs that support investment decisions.

Requirements

Bachelor's degree in Finance, Real Estate, Economics, Commerce or a related discipline.
2-4 years of experience in real estate acquisitions, investments or development, or in investment banking, valuation, lending or private equity with real estate exposure.
Strong financial modelling skills in Excel, including discounted cash flow, development proformas and scenario analysis.
Familiarity with equity waterfalls and joint venture structures.
Exposure to the development approval and construction process, including key milestones and cost assumptions.
Experience with multi-family, student housing or other residential real estate.
Ability to turn quantitative and qualitative analysis into clear recommendations, investment memos and presentations.
High sense of urgency and ownership, with a track record of delivering on competing priorities and deadlines in a fast-paced, high-volume environment.
Strong interpersonal and communication skills, with the ability to work effectively with senior leadership and external partners.
Curiosity and comfort using AI tools to speed up research, analysis and modelling work.
Thrives in a high-paced environment where hours extend beyond a typical workday during live transactions and quarter end.

Skills

Financial modelling
Excel
Discounted cash flow
Development proformas
Scenario analysis
Equity waterfalls
Joint venture structures
Development approval process
Construction process
Multi-family real estate
Student housing real estate
Residential real estate
AI tools

Location

In-Office, 181 Bay Street, Toronto

Work Type

Full-time
In-office (5 days/week)

Experience Level

2-4 years

Education Level

Bachelor's degree in Finance, Real Estate, Economics, Commerce or a related discipline
Progress toward the CFA designation is considered an asset

Salary/Compensations

$90,000-$110,000
bonus

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
Matching contribution 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.
Forum Asset Management is a 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.
We are a purpose-driven firm committed to sustainability, responsible investing, and making a positive impact in the communities where we invest.
With over $4 billion in AUM, Forum is one of Canada's most dynamic investment platforms.
In 2024, we 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.
Our open-ended Real Estate Income and Impact Fund (REIIF) is now over $2.9 billion, backed by a $4.0 billion+ development pipeline that spans coast to coast.
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 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.
Our growth is fueled by our ability to identify structural real estate themes and deliver strategies that balance income, impact, and long-term value creation.
Forum thinks of itself as a 30-year-old start-up: dynamic, entrepreneurial team focused on creating value and positive impact.
Our BHAG: grow the business to an AUM of at least $15 billion by 2030 while positively impacting a minimum of 50,000 lives.
Every team plays a part in getting us there, and we’re looking for people who want to help build.
Our core values are High Performance, Innovation, Integrity, Diversity and Impact.
Velocity is cultural.
We are an AI-forward firm where work that used to take weeks ships in days.
You will prototype fast, measure, and keep what pays - “GSD” is written into our culture, and we mean it.
The scoreboard is visible.
We run a written operating cadence with metrics reviewed weekly, from leasing velocity to deal pipeline.
People who like scoreboards thrive here.
If reading this gives you energy rather than pause, you will do well here - and we want to meet you.

Equal Opportunity

We celebrate diverse perspectives and are committed to maintaining the highest standards of equity and inclusion.
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