Project Management Analyst

About August Advisors

August Advisors is a Toronto-based placement business that provides bespoke fundraising solutions to high-quality middle-market global alternative asset managers (General Partners), connecting them with Canadian institutional investors (Limited Partners). Founded on integrity, partnership and transparency, we connect exceptional private investment managers with Canadian institutional capital to create long-term relationships. We are a highly nimble and action-oriented team, valuing proactive individuals who demonstrate a clear bias for execution and problem-solving skills. We prioritize finding the right fit and emphasize great personalities and teamwork. Our culture promotes collaboration, open communication, and maintaining high ethical standards.

The Project Management Analyst will play a key role at August Advisors, working at the intersection of alternative asset management, capital raising, and operational execution. The role will focus on managing day-to-day project workflows and coordinating client deliverables, while contributing to process improvements and strategic initiatives across the firm.

Reporting to the Associate, the responsibilities of the Analyst will include, but are not limited to: 

Key Responsibilities:

• August Deliverable Management: Manage internal project deliverables, including new fund onboarding and due diligence, preparation of Investment Committee materials, and maintenance of market databases, trackers, and market maps.
• Client Deliverable Management: Working with General Partner clients to support investor relations activities, including investor presentations, due diligence questionnaires, quarterly reports, data room management, market research, and other investor-facing materials.
• Meeting Preparation & Coordination: Coordinate all aspects of introductory and follow-up investor meetings, including preparing investor biographies, meeting materials management, and supporting post-meeting action items and communications. 
• Prospecting Support: Develop targeted prospecting lists of potential investors and assist in drafting outreach communications. 
• General Partner Communication: Prepare bi-weekly fundraising agendas, updates, and tracking materials for General Partner clients.
• Roadshow Coordination: Organize roadshows and travel to meetings on an as-needed basis.
• Event Management: Supporting planning and organizing events on an as-needed basis.
• General support and ad hoc tasks for the August Advisors team.

Strategic Initiatives:

• Client Due-Diligence: Formalizing investment due diligence process and frameworks used for evaluating prospective General Partner clients and/or new fund mandates for existing clients.
• Process Development & CRM Management: Enhance and maintain internal CRM, prospecting, and fundraising management tools to support both LP and GP business development efforts. Opportunity to identify, streamline and automate various processes in the investor relations workflow.
• AI & Technology Tool Integration: Support the implementation of AI-enabled tools and other technology solutions to improve meeting preparation, outreach tracking, knowledge management, and operational scalability across the business.

Qualifications

August Advisors seeks to hire individuals who are highly motivated self-starters, mature and intelligent, and who have demonstrated excellence in prior endeavors.

The successful candidate will:

• Possess an undergraduate degree in finance, business, accounting, or an analytical field of study.
• 1-3 years of professional experience in financial services, asset management, investment banking, professional services, or a related field.
• Have strong written and verbal communication skills.
• Have strong interpersonal skills.
• Have advanced Microsoft Office skills, including Excel, Word, PowerPoint.
• Have experience using a CRM tool including DealCloud, HubSpot.
• Be bright and analytical, able to solve problems and make decisions using logical processes.
• Be highly motivated and self-driven; demonstrates a bias for action and takes initiative.
• Be highly organized; proactively plans and organizes tasks, provides regular updates on progress and timelines.
• Be able to work independently as well as be a team player.
• Demonstrates ethical behavior and operates with honesty and integrity.