Intern, Investor Relations (Inside Sales) - 4 months

Forum Asset Management -Intern Investor Relations (Inside Sales)

Intern Contract: September 2025 - December 2025

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 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 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 Accommodation (PBSA) in Canada. Our open-ended Real Estate Income and Impact Fund (REIIF) is now over $2.4 billion backed by a $3.5 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.

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 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.

Position Overview:

Forum is seeking an enthusiastic and driven Intern Investor Relations (Inside Sales) to join our growing private client team. Based in our downtown Toronto office the Intern will support efforts to expand Forums reach across the Canadian wealth management channel with a particular focus on prospecting outbound sales activities call effectiveness and administrative support for investor relations initiatives.

Reporting to the Managing Director Alternative Assets this individual will collaborate closely with Executive Directors across assigned regions to uncover advisor needs introduce Forums private alternative strategies and support the client journey from discovery through to investment.

This internship provides hands-on exposure ideal for someone eager to explore a career in wholesaling sales or investor relations within the asset management industry.

Key Responsibilities

• Conduct high-volume outbound calls and follow-up emails to initiate meaningful conversations with investment advisors.
• Book introductory and follow-up meetings for Executive Directors with both existing and prospective advisors.

• Assist with marketing material and documentation including assistance with fund documents investment materials and subscription processes.
• Support all inbound advisor queries and ensure timely resolution by liaising with fund operations and investor services.
• Support completion and tracking of subscription documents in partnership with Executive Directors and fund administrators.

• Maintain up-to-date activity logs call notes and pipeline details in CRM (Salesforce).
• Generate and maintain dashboards to track outreach activity advisor engagement and fund adoption metrics.

• Help coordinate territory events webinars and roadshows and gain advisor commitment to participate.

Candidate Profile

• Pursuing or recently completed a Bachelors degree in Finance Marketing Business or a related discipline.
• Interest in financial services sales investor relations or wealth management.
• Strong organizational skills with attention to detail.
• Excellent verbal and written communication skills; comfortable interacting with professionals on the phone and in written correspondence.
• Proactive eager to learn and collaborative.
• Driven entrepreneurial and collaborative thrives in a high-performance client-focused culture.
• Committed to professional development and long-term career growth in sales or investor relations.
• Must be based in the Greater Toronto Area and available to work in-office 5 days per week.

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