Senior Associate, Corporate Development and Private Equity

Location:

In-Office, 181 Bay Street, Toronto

Full-time, in-office (5 days/week)

Join us in delivering Extraordinary Outcomes™ through investment.

Forum Asset Management is a North American investor, developer, and asset manager with a 28-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 Canada’s most dynamic investment platforms. In 2024, we completed Canada’s 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 under supplied urban markets.

Forum’s private equity strategy invests in middle‑market businesses providing essential services in the built environment. We partner with entrepreneurs and owner‑operators looking to accelerate growth and value creation. Our current portfolio includes six investments generating over $250 million of revenue. Our operating businesses today cover HVAC and plumbing services, out of home media, geothermal exchange heating and cooling, retail energy and residential solar.

Our growth is fueled by our ability to identify structural investment themes and deliver strategies that balance income, impact, and long‑term value creation.

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.

We are looking for a smart, driven and results‑oriented individual to join Forum’s growing corporate development and private equity investment group in the role of Senior Associate.

The Senior Associate will work closely with senior team members in originating, executing and managing investments and will play 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.

• Play an 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

• 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
• CFA/CPA/CA designations considered assets
• Proven track record of outstanding academic achievement and performance
• 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,…