Associate, Investor Relations at Fengate Asset Management

Toronto, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

17 Feb, 26

Salary

0.0

Posted On

19 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Communication Skills, Attention To Detail, Private Markets Investing, Organizational Skills, Team Player, Client Service, Presentation Skills, Data Analysis, CRM Software, Microsoft Office, Investor Relations, Capital Raising, Client Onboarding, Special Projects, Relationship Management

Industry

Financial Services

Description

OPPORTUNITY The firm is seeking an Associate to support its client service and capital formation objectives. This individual will report to the firm’s Vice President of Investor Relations. The role requires strong analytical and communication skills, attention to detail, and an interest in private markets investing. The ideal candidate is an organized, self-motivated team player who can prioritize and take ownership of multiple projects. KEY RESPONSIBILITIES Support and deliver on client service activities of the firm as a collaborative member of the Investor Relations team Coordinate with various teams across the firm to prepare high-quality, timely responses to investor inquiries Provide support on investor diligence requests Prepare and update presentations for capital raising activities, investor updates, and conferences Help coordinate, plan, and prepare materials for annual investor meetings Manage the preparation and dissemination of external communication Maintain and manage the client relationship management database, analyze data, and prepare reports to support fundraising activities Assist with client onboarding and coordination with external advisors Review work completed by Investor Relations analysts and support skills development Assist senior leadership with special projects as they arise KEY QUALIFICATIONS Undergraduate degree in business or finance with an excellent academic background 5+ years of relevant work experience in investor relations, investment banking, accounting, or at an asset management firm specializing in infrastructure, real estate, and/or private equity funds, or experience working with institutional investors A professional designation in accounting or finance (such as CPA or CFA) would be an asset, but not required Self-starter and team player with positive, can-do attitude Strong written and verbal communication skills Detail-oriented and resourceful Excellent organizational skills Demonstrated competence with Microsoft Office including PowerPoint, Excel, Word and Outlook Experience with Salesforce, DealCloud or similar CRM software CORE COMPETENCIES Being Authentic –Inspiring trust and being courageous. Focusing on Performance –Being accountable and driving results. Understanding Stakeholders – Knowing the needs of those who rely on you. Building Effective Relationships – Collaboration and communication. Fengate is an equal opportunity employer, we strive to attract and retain a diverse workforce and are committed to promoting diversity, equity, inclusion, and belonging in the workplace. It is a core priority at Fengate to create, operate with, and continuously grow and sustain an inclusive culture that respects and connects the diversity of our team, our clients, our partners, and the communities we work in. We are committed to providing accommodation for persons with disabilities. If you require accommodation, we will work with you to meet your needs. We thank all applicants for their interest in this position; however only candidates selected for an interview will be contacted.

Responsibilities

The Associate will support client service activities and coordinate with various teams to prepare responses to investor inquiries. Responsibilities also include preparing presentations for capital raising activities and managing external communications.