Associate, Corporate Development

Forum Asset Management Associate Corporate Development

Location:In-Office 181 Bay Street Toronto

Work Schedule:Full-time in-office (5 days/week)

About Forum:

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 Canadas most dynamic investment 2024 we completed the countrys 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.

Forums private equity strategy invests in middle market businesses providing essential services in the built environment. We partner with entrepreneurs and owner-operators looking to accelerate growth and value creation. Our current portfolio includes six investments generating over $250 million of revenue. Our operating businesses today cover HVAC and plumbing services out of home media geothermal exchange heating and cooling retail energy and residential solar.

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.

Position Overview:

Forum Asset Management is seeking an Associate Corporate Development to originate execute and manage investments alongside senior members of the team reporting to the Managing Partner Corporate Development and Private Equity. Based in our Toronto office this role will be a key member of the Corporate Development and Private Equity team and will contribute to driving investment performance across Forums corporate development strategies.

This is a high-impact role within a growing corporate development and private equity group working directly alongside senior deal team members to originate structure execute and manage investments. The Associate will build and maintain complex financial models lead diligence workstreams and help shape recommendations that go directly to Forums Investment Committee. This is an excellent opportunity for a high-performing AI-native individual to gain hands-on experience with a top-tier investment platform that is scaling fast and building the infrastructure to match. This posting is for an existing vacancy at Forum.

Key Duties and Responsibilities:

• Play an active role in growing Forums corporate development platforms including emerging verticals such as self-storage
• Support deal teams in generating evaluating structuring an
• d 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

Candidate Profile:

• University degree in Finance Economics Business/Commerce or a related discipline
• 1-2 years of experience in a transactional environment including investment banking venture capital project development and/or corporate development
• CFA CPA or CA designation considered an asset
• 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 builders 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

Culture and Pace at Forum:

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 50000 lives. Corporate Development and Private Equity is one of the engines that gets us there and we are looking for someone hungry to build it. Our core values are High Performance Innovation Integrity Diversity and Impact. It is worth being direct about what that feels like day to day because fit matters to us as much as credentials:

• 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 campaign performance. 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.

Invest in Yourself:

• Excellent Benefits A top-tier insurance program designed to keep you healthy active and supported plus a $1000 annual wellness credit.
• Competitive Total Rewards We value our team members and offer a well-rounded package that includes competitive pay paid time off and performance-based incentives.
• Compensation We are committed to supporting your success and are offering a salary range of $ CAD for this position.
• Employee Match Program Invest alongside Forum with access to a matching contribution program.
• Learning and Development Opportunities Access support for professional designations TTI behavioural assessments and quarterly learning forums to grow your skills and industry knowledge. We believe in Best Idea Wins and foster an entrepreneurial environment where your input has real impact.

• AI-Native by Design Every team member regardless of role gets hands-on access to enterprise-grade AI tools from day 1. AI is core to how we work and how we measure impact. Youll be challenged to build fluency fast and in return youll grow into a genuine expert whos ahead of the market.

• Diverse & Inclusive Team We celebrate diverse perspectives and are committed to maintaining the highest standards of equity and inclusion.
• Employee Referral Program Receive a generous bonus when your referral joins our team.
• Social Impact - Enjoy paid volunteer days and opportunities to participate in team-led community initiatives.
• Quarterly All Teams Sessions with your colleagues across the business to share insights celebrate success and spotlight culture.
• Lunch & Learns Regular opportunities to connect learn and exchange knowledge with peers across the business.

Artificial Intelligence (AI) Usage:
Forum uses AI tools to support the screening and assessment of applications for this role. These tools inform but do not replace the judgment of our human hiring team who make all final hiring decisions.

Forum Commitment:

At Forum we encourage diversity. We are committed to an inclusive workplace that reflects our belief that diversity is central to building a high-performing team. 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

Required Experience:

IC