Analyst, Investments and Asset Management

Forum Asset Management Analyst Investments and Asset Management

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 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.

REIIF Overview:

Forum Real Estate Income and Impact Fund (REIIF) Forums flagship private REIT is a sector-leading Fund investing in institutional-quality purpose-built student housing as well as multi-family rentals and furnished apartments in supply-constrained markets across Canada.

Launched in December 2021 with gross assets totaling $200M REIIF ended 2025 at $2.8B of gross assets. REIIF has grown through its access to Forums proprietary development pipeline and through the recent acquisition of Alignvest Student Housing REIT. REIIFs portfolio includes 32 assets spanning coast to coast making it the largest owner of Purpose-Built Student Accommodations (PBSA) in Canada.

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:

The Analyst Investments & Asset Management will support the REIIF platform across acquisitions asset management portfolio analytics financings and operating initiatives. Reporting to the VP Real Estate Investments & Acquisition this role will work closely with all facets of the real estate business including: investments asset management & operations development capital markets & finance and portfolio management to support decision-making across REIIFs portfolio Forums development business.

This is an analytically rigorous role for a candidate who is eager to build a career in real estate private equity and asset management. The successful candidate will support key investment decision making across Forums active development pipeline and new opportunities evaluate asset-level and portfolio performance support financing and capital raising initiatives and provide analytical support across the broader real estate business. This posting is for an existing vacancy at Forum.

Key Duties and Responsibilities:

Investments Underwriting & Decision Support

• Support underwriting due diligence and execution of acquisitions developments recapitalizations and strategic portfolio transactions.
• Build and maintain financial models including discounted cash flow valuation sensitivity and scenario analyses to support investment recommendations and portfolio decision-making.
• Assist in the evaluation of on-campus and near-campus PBSA opportunities including market sizing enrollment and demand analysis competitive set review and operating assumptions.
• Prepare investment committee materials memoranda and presentation content for internal approvals and senior management review.

Asset Management Operations & Portfolio Analytics

• Support asset-level and portfolio-level analysis across REIIFs student housing multifamily and furnished apartment assets including budgeting forecasting variance analysis and performance tracking.
• Work with asset management and operating teams to analyze leasing occupancy rental rate NOI capital expenditure and operational KPIs and identify trends risks and value-creation opportunities.
• Assist with business planning hold-sell analysis annual operating plans and ad hoc strategic initiatives across the REIIF portfolio.
• Help coordinate data reporting and analyses required to support asset-level initiatives portfolio reviews and management decision-making.

Financings Reporting & General Real Estate Business Support

• Support debt financing processes by preparing lender materials analyzing financing alternatives coordinating diligence requests and tracking closing deliverables.
• Assist with valuations quarterly reporting investor materials and portfolio updates for internal and external stakeholders.
• Prepare market research benchmarking analyses and presentation materials to support investment strategy capital markets activity and broader real estate business development.
• Provide flexible analytical and execution support across the real estate platform as new opportunities portfolio priorities and cross-functional initiatives arise.

Candidate Profile:

• Bachelors degree in Finance Real Estate Economics Commerce or a related discipline.
• 1-3 years of relevant experience in real estate investment asset management investment banking valuation lending brokerage or private equity; strong internship experience will also be considered.
• Strong financial modeling and analytical skills including proficiency in Excel and comfort working with property-level and portfolio-level data.
• Interest in student housing multifamily and broader residential real estate with an eagerness to understand the operating drivers behind asset performance.
• Ability to synthesize quantitative and qualitative information into clear recommendations presentations and written materials.
• Highly organized detail-oriented and capable of managing multiple priorities in a fast-paced team environment.
• Strong interpersonal and communication skills with the ability to work effectively across investments asset management finance and operations.

Invest in Your Career:

• 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.
• 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