Client Service Associate (18-Month Contract)

Forum Asset Management Client Service Associate Investor Relations (18-Month Contract)

Location:On-site Toronto

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

About Forum:

Join us in delivering Extraordinary Outcomes through investment.

Forum Asset Management is a North American investor developer and asset manager with a 29-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.

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 looking to expand our team to satisfy the needs of our growing client base. Reporting to the Managing Director Alternative Assets the Client Service Associate will be an integral part of the Investor Relations (IR) Team at Forum Asset Management focusing on the execution of fundraising operations and supporting initiatives with a particular focus on institutional and private wealth clients (pension funds endowments & foundations consultants family offices and wealth platforms). They will also assist in providing ongoing high levels of client servicing to our existing client base. This role will be based in our Toronto Office. This posting is for an existing vacancy at Forum.

The role requires interacting with various internal and external departments. The ideal candidate will be organized detail-oriented and resourceful with strong communication skills and the ability to meet deadlines effectively.

Key Responsibilities:

• Manage the investor onboarding process for all funds including intake reconciliation and maintenance of account opening and subscription documents.
• Maintain consistent and organized recordkeeping of investor documentation and data flows.
• Administer capital calls including associated reporting reconciliation activities and cash flow monitoring for managed funds and underlying investments.
• Perform month-end reconciliations of funds received deployed and related documentation.
• Collaborate with Legal and Compliance teams to operate within established risk frameworks policies and procedures as an Exempt Market Dealer including oversight of KYC AML FATCA and NI 45-106 compliance.
• Collaborate across departments to support reporting to regulators (eg. OSC) to ensure adherence to and compliance with applicable regulatory requirements
• Manage investor platforms used by the IR team for document execution and investor reporting.
• Assist the Investor Relations team in responding to client queries related to monthly investor reports including performance and transaction inquiries and coordinate internally to provide high-quality timely responses while managing the investor relations email inbox.
• Oversee account administration and the onboarding of new funds including the migration of investor data across the Forum Asset Management product platform.
• Collaborate with senior leadership on special projects as needed.

Candidate Profile:

Education/Experience:

• Minimum of 3 years of related experience preferably in the asset management / investment industry.
• Compliance experience would be considered an asset.
• Experience with private funds hedge funds and knowledge of alternative investments real estate and private equity is preferred.
• Preference will be given to candidates with or pursuing an MBA CIM CFA CAIA or an accounting designation.

Skills:

• Solid understanding of various types of private investments.
• Knowledge of operational best practices and ethical conduct in line with Canadian regulatory frameworks for private market investments particularly those offered via Offering Memorandum or Private Placement Memorandum.
• Strong financial literacy and understanding of key finance concepts such as valuation investment performance measurement and investment structures.
• Strong quantitative and analytical skills including data analysis numerical skills and problem-solving.
• Superior written and verbal communication skills with the ability to interact with individuals at all levels both internally and externally.
• Strong attention to detail organizational skills and the ability to manage multiple projects simultaneously.
• Team player capable of working in a fast-paced agile environment with a strong focus on client needs.
• Ability to exercise discretion and maintain confidentiality.
• Proficiency with SEDAR NRD and OSC portal.
• Proficiency in MS Office especially Excel PowerPoint Word and Outlook.

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 an annual salary range of $ CAD for this position.
• Employee Match Program Invest alongside Forum with access to a matching contribution program.
• Learning & 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.
• 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 on a limited basis to support administrative tasks in the recruitment process such as organizing applications and identifying basic keywords. These tools do not make or influence hiring decisions which are made entirely by human reviewers.

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:

Junior IC