Analyst, Portfolio Management

Forum Asset Management – Analyst, Portfolio Management

Location:

In-Office, 181 Bay Street, Toronto

Work Schedule:

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

Delivering Extraordinary Outcomes™ through Investment.

Forum Asset Management is a North American investor, developer, and asset manager with a 29-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 the country’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 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. Our growth is fueled by our ability to identify structural real estate themes and deliver strategies that balance income, impact, and long-term value creation.

Forum Asset Management is seeking a highly analytical and strategic professional to join our Portfolio Management team. Based in our Toronto office, the Analyst, Portfolio Management will play a key role in overseeing fund-level performance, supporting major investment decisions, and contributing to REIIF’s annual business planning and budgeting process.

Working closely with Portfolio Management, Asset Management, Investments, and Finance, this individual will help drive data-driven decision-making across the Fund. The role spans financial analysis, portfolio performance reporting, valuation oversight, capital planning, and fund impact analysis to support financings, acquisitions, divestitures, and capital raising initiatives.

This is an opportunity to gain broad exposure to fund management within one of Canada’s leading real estate investment platforms. This posting is for an existing vacancy at Forum.

• Support the annual business planning and budgeting process for REIIF, working closely with asset management and finance teams.
• Maintain and enhance REIIF’s corporate fund model, including cash flow forecasting, NAV analysis, debt metrics, and return projections.
• Analyze portfolio-level performance drivers including NOI, occupancy, rental growth, operating margins, and capital expenditures.
• Develop and track key performance indicators (KPIs) to evaluate asset and fund performance.
• Prepare monthly and quarterly portfolio performance reports for internal stakeholders and investors.

• Conduct detailed financial modeling and scenario analysis to support major decision-making, including:
  • Acquisitions and dispositions
  • Debt financings and refinancings
  • Capital raising initiatives
• Perform fund-level impact analysis to evaluate the financial and return implications of potential transactions.
• Support materials for Investment Committee and Board presentations.
• Assist in evaluating portfolio optimization strategies and capital allocation decisions.

• Support the quarterly valuation process for REIIF’s portfolio in collaboration with asset management, finance, and third-party appraisers.
• Review and validate appraisal inputs and assumptions to ensure alignment with market conditions and fund strategy.
• Maintain and enhance ARGUS and Excel models to ensure timely and accurate valuation reporting.
• Monitor market trends, transaction activity, and macroeconomic indicators that may impact portfolio value.
• Ensure timely delivery of data…