Senior Associate, Corporate Development and Private Equity
Forum Asset Management•Toronto, ON
•Onsite
About The Position
Forum Asset Management is seeking a smart, driven, and results-oriented Senior Associate to join its growing corporate development and private equity investment group. The Senior Associate will work closely with senior team members in originating, executing, and managing investments, playing an important role in the success of Forum’s 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.
Requirements
- 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
- 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
Nice To Haves
- CFA/CPA/CA designations considered assets
- Proven track record of outstanding academic achievement and performance
Responsibilities
- Play active role in growing Forum’s 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
Benefits
- A top-tier insurance program designed to keep you healthy, active, and supported
- $1,000 annual wellness credit
- Competitive pay
- Paid time off
- Performance-based incentives
- Access to a matching contribution program for investments
- Support for professional designations
- TTI behavioural assessments
- Quarterly learning forums
- Generous bonus when your referral joins our team
- Paid volunteer days
- Opportunities to participate in team-led community initiatives
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What This Job Offers
Job Type
Full-time
Career Level
Senior
