Analyst, Investments and Asset Management

About Forum Asset Management

Forum Asset Management is a leading North American investment, development, and asset management firm with 29 years of experience creating long-term value through real estate, private equity, and infrastructure investments. Committed to sustainability and responsible investing, Forum manages over $3 billion in assets and has recently become Canada's largest owner and developer of Purpose-Built Student Accommodation (PBSA) through the acquisition of Alignvest Student Housing. The firm's flagship REIIF fund exceeds $2.4 billion with a $3.5 billion development pipeline nationwide. Forum is also rapidly expanding its institutional-grade self-storage platform in Canadian urban markets.

Position Summary

The Analyst, Investments and Asset Management, based at Forum’s Toronto office, is a full-time role supporting the REIIF platform's acquisitions, asset management, portfolio analytics, financings, and other operational initiatives. Reporting to the VP of Real Estate Investments and Acquisition, this position collaborates with investment, asset management, development, finance, and portfolio teams to enable informed decisions across Forum’s active portfolio and development pipeline. This role demands strong analytical skills and offers an excellent opportunity to grow a career in real estate private equity and asset management.

Responsibilities

• Assist in underwriting, due diligence, and execution of acquisitions, developments, recapitalizations, and strategic portfolio transactions.
• Develop and update financial models such as discounted cash flow and valuation analyses to support investment decisions.
• Evaluate PBSA opportunities on and near campuses, analyzing market size, enrollment demand, competition, and operational assumptions.
• Prepare investment committee documentation and presentations for management reviews.
• Conduct asset- and portfolio-level analysis including budgeting, forecasting, variance, and performance assessments across REIIF’s real estate assets.
• Analyze leasing, occupancy, rental rates, NOI, capital expenditures, and operational KPIs to identify trends and opportunities.
• Support business planning, hold-sell analyses, annual operating plans, and other strategic initiatives.
• Coordinate data collection, reporting, and analytics to aid asset-level initiatives and portfolio reviews.
• Support debt financing activities through preparation of lender materials, financing analysis, due diligence coordination, and tracking closing deliverables.
• Assist with valuations, quarterly and investor reporting, and prepare market research and benchmarking materials.
• Provide flexible analytical and operational support for emerging opportunities and cross-functional projects.

Qualifications

• A Bachelor’s degree in Finance, Real Estate, Economics, Commerce, or a related field.
• 1 to 3 years of relevant experience in real estate investment, asset management, investment banking, valuation, lending, brokerage, or private equity; strong internship experience also considered.
• Proficient in financial modeling and analysis, with strong Excel skills and experience handling property and portfolio data.
• Interest in student housing, multifamily, and residential real estate markets.
• Ability to synthesize quantitative and qualitative data into clear recommendations and effective presentations.
• Highly organized with attention to detail and ability to manage multiple priorities in a dynamic environment.
• Excellent interpersonal and communication skills to collaborate effectively across various teams.

Compensation and Benefits

• Salary range between 60000 to 85000 CAD annually.
• Comprehensive insurance plans and a $1,000 annual wellness credit.
• Competitive total rewards, including paid time off and performance incentives.
• Employee investment match program.
• Support for professional development, behavioral assessments, and quarterly learning forums.
• Inclusive and diverse workplace culture.
• Employee referral bonus program.
• Paid volunteer days and participation in community initiatives.
• Regular company-wide sessions and lunch & learns to encourage knowledge sharing.

Additional Information

Forum utilizes AI tools in limited ways to assist with administrative recruitment tasks but all hiring decisions are made by human reviewers. The company values diversity, equity, and inclusion, and is committed to providing accessible employment practices. Candidates requiring accommodation during recruitment can contact the recruitment team directly for assistance.