Analyst, Fund Management

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TITLE

Analyst, Fund Management

SALARY RANGE

$75,000 - $85,000

CASH BONUS

Discretionary

THE PERKS

• Standard Health Benefits
• Professional Development Support (CPA, CFA, CSC, etc.)

LOCATION

Toronto, ON

THE OFFICE

Permanently In-Office

TEAM SIZE

2

THE ROLE

An individual contributor supporting the fund management group across reporting, investor relations, and portfolio analytics for a growing platform of real estate debt funds.

• Fund Analytics & Reporting (40%)
• Investor Relations & Capital Raising (25%)
• Investment Analysis (20%)
• Capital Management (15%)

THE TASKS

Fund Analytics & Reporting

• Track and document transactions through the fund investment process and update fund databases as required
• Assist in the preparation of information and analysis for senior management to support fund management decisions
• Provide support for regular Fund Management Committee meetings including agendas, supporting documents, and minutes
• Assist with the analysis, structuring, and creation of new funds including financial modelling, as well as the wind-up of funds reaching final maturity
• Build and maintain Excel-based databases and reporting tools to improve efficiency across internal and external reporting workflows
• Assist in the maintenance of the KYC/AML database for investors

Investor Relations & Capital Raising

• Assist with the preparation of analysis and reports to existing fund investors
• Prepare marketing materials for new funds and new investors
• Organize and maintain confidential information memorandums and the CIM database of source material
• Support planning of investor meetings, events, and marketing initiatives
• Respond to ad-hoc investor requests for proposals, information, and data packages required for investment decisions

Investment Analysis

• Assist with credit reviews of portfolio mortgages to track evolving credit risk and update mark-to-market calculations
• Assist with site visits of commercial properties as part of ongoing portfolio monitoring
• Participate in and document capital allocation decisions

Capital Management

• Work with detailed financial models to evaluate and forecast the debt and equity capital requirements of the investment funds
• Assist with maintaining relationships with capital partners and complete periodic reporting requirements

THE COMPANY

A private Canadian investment fund manager specializing in originating and managing commercial mortgage assets across multiple real estate debt funds for institutional and high-net-worth investors. The platform is in active growth mode with expanding fund sizes and an increasing investor base.

THE OPPORTUNITY

Join a lean, high-growth investment management platform where you will gain broad, hands-on exposure across fund management, investor relations, and portfolio analytics rather than being siloed into a single function. Ideal for someone with early-career finance experience who thrives in a fast-paced environment and wants to build a well-rounded foundation in real estate debt fund management.

THE EXPECTATIONS TIMELINE PREVIEW

By Month 1

• Complete onboarding and develop a thorough understanding of fund structures, investor base, and reporting cadence
• Build relationships with key team members across fund management, underwriting, and servicing
• Gain working knowledge of all existing Excel-based databases and reporting tools
• Shadow existing processes for Fund Management Committee meetings and investor reporting

By Month 3

• Independently prepare Fund Management Committee meeting materials including agendas, supporting documents, and minutes
• Take ownership of maintaining and updating fund databases and investor records
• Begin handling investor requests for information and data packages with minimal oversight
• Demonstrate consistent accuracy and efficiency across internal and external reporting deliverables

By Month 6

• Manage recurring investor reporting and capital partner reporting cycles end to end
• Contribute meaningfully to credit reviews, mark-to-market updates, and capital allocation documentation
• Support the evaluation and potential implementation of an investor portal
• Proactively identify and implement process improvements in reporting workflows

By Month 12

• Operate as a reliable, autonomous contributor across all fund management functions
• Lead preparation of marketing materials and CIMs for new fund launches or capital raises
• Demonstrate cross-functional awareness of the broader platform including underwriting and servicing
• Position for expanded responsibilities in client service and capital raising

THE SKILL SET

• A minimum of 1–2 years of relevant experience in finance or investment management
• Advanced Microsoft Excel proficiency including complex formulas, data manipulation across multiple workbooks, and financial modelling
• Strong communication skills with the ability to multitask and prioritize competing demands in a fast-paced environment

ONLY QUALIFIED CANDIDATES WILL BE CONTACTED.

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