Senior Associate, Corporate Development and Private Equity

Forum Asset Management Senior Associate Corporate Development and Private Equity

Location:In-Office 181 Bay Street Toronto

Work Schedule:Full-time in-office (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 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.

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.

Our growth is fueled by our ability to identify structural investment 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:

We are looking for a smart driven and results-oriented individual to join Forums growing corporate development and private equity investment group in the role of Senior Associate.

The Senior Associate will work closely with senior team members in originating executing and managing investments and will play an important role in the success of Forums corporate development private equity strategies. This is an excellent opportunity for a high-performing individual seeking to gain valuable experience with a top-tier investment platform. This posting is for an existing vacancy at Forum.

Key Duties and Responsibilities:

• Play active role in growing Forums corporate and private equity platforms
• Support and lead deal teams in generating evaluating structuring and executing investments
• Prepare internal and external investment memoranda presentations reports and proposals
• Build and maintain relationships with management teams partners consultants and lenders
• Support portfolio value creation including identifying and executing on strategic priorities
• Manage and monitor portfolio investments including performance updates and valuations
• Build complex and dynamic financial models to assist in investment evaluation structuring financing and performance measurement
• Conduct comparable and intrinsic valuation analyses including comparable company precedent transaction discounted cash flow and other valuation methodologies
• Provide training mentorship guidance and support to junior investment team members

Candidate Profile:

• University degree in Finance Economics Business/Commerce or a related discipline
• 3 years of experience or more in a transactional environment including investment banking private equity private credit venture capital project development and / or corporate development
• CFA/CPA/CA designations considered assets
• Proven track record of outstanding academic achievement and performance
• Advanced knowledge of financial valuation accounting and economic concepts
• Demonstrated ability to perform in-depth financial modeling and investment analysis
• Familiarity with debt financing products including corporate project and structured finance
• Entrepreneurial mindset and desire to succeed in an agile high performance team culture
• Ability to manage multiple workstreams stakeholders and conduct thorough diligence
• Strong analytical problem-solving time management skills attention to detail and accuracy
• Strong oral and written communication interpersonal and leadership capabilities
• Positive attitude strong work ethic and high integrity
• Legally eligible to work in Canada

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.
• 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.
• 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:

Manager