Investment Associate

Blazesoft • Vaughan, ON

5d • Onsite

About The Position

Blazesoft is seeking an experienced, tech-savvy Investment Associate to support our growing fund and direct-investment activity. This is a principal-facing role for an investment professional seeking broader exposure than a traditional financial-services role, with meaningful involvement in diligence, portfolio monitoring, reporting, and investment decision support. The role is well suited to someone with experience in investment advisory, asset management, fund investing, investment banking who brings strong analytical judgment, discretion, and clear communication with senior decision-makers.

Requirements

• 5+ years of relevant experience in private wealth, investment advisory, asset management, fund-of-funds or allocator investing, VC/PE, investment banking, or another highly analytical investment role.
• Demonstrated exposure to fund diligence, manager evaluation, fund documentation, private investment analysis, or portfolio monitoring.
• Strong financial modeling, valuation, analytical, and diligence skills, with the judgment to convert analysis into practical recommendations.
• Exceptional written communication skills, including the ability to produce clear investment memos, portfolio updates, and executive-level summaries.
• Professional maturity, discretion, integrity, and sound judgment, with the ability to operate in a confidential principal-investor environment.
• Advanced fluency with AI-enabled research, data extraction, workflow automation, and productivity tools.
• Able to work on-site in Concord, Ontario due to the high-trust, principal-facing nature of the position and, eligible to work in Canada.

Nice To Haves

• Experience evaluating technology-driven private-market opportunities, including software, cybersecurity, defense technology, gaming/iGaming, or related sectors.
• Demonstrated familiarity with institutional fund-manager, venture-capital, and private-markets ecosystems in North America and other relevant markets.

Responsibilities

• Conduct diligence on prospective fund commitments and direct investments, including commercial, financial, operational, and structural analysis.
• Prepare concise investment memos and recommendations that translate complex diligence into decision-ready conclusions.
• Monitor fund and direct-investment holdings, including capital calls, distributions, NAV marks, manager updates, performance, strategy adherence, and key portfolio developments.
• Evaluate direct private investment opportunities by reviewing markets, financial models, cap tables, transaction terms, and exit potential.
• Maintain a structured deal-flow and pipeline process; support relationships with fund managers, founders, co-investors, advisors, and intermediaries.
• Prepare clear portfolio reporting across asset classes and geographies for the Principal(CEO).
• Review fund and transaction documentation, including LPAs, side letters, subscription agreements, and term sheets, flag legal, tax, compliance, and structural considerations in coordination with external advisors.
• Use AI-enabled research, data extraction, workflow automation, and analytics tools to improve sourcing, diligence, reporting, and portfolio-monitoring processes.

Benefits

• A direct line to the CEO and a true seat at the decision-making table with an agile execution timeline.
• Competitive compensation commensurate with experience, with performance-based upside.
• International travel and engagement with leading funds across the US and other places.
• The energy and culture of a Great Place to Work-certified company

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed