Job Details
Analyst, Real Estate

About this position

Overview of Forum

Founded in 1996, Forum is an alternative asset manager and private capital investor, with a focus on real estate and private equity. We work with our partners to achieve aggressive growth through innovation and consistent performance as a top-tier alternative asset investor. Forum oversees approximately C$1.4 billion enterprise value in assets under management.

We pursue value-added and opportunistic investments, often with an element of recurring or contracted revenue that facilitates optimal capital structuring. We see these opportunities in sectors including real estate, building services, alternative energy, infrastructure and specialty finance – and we’re constantly looking for new and interesting market niches in which to invest. We are nimble and have flexibility to invest across the capital structure. “Off-the-run” situations are our specialty.

We are an entrepreneurial team working together towards a common goal of achieving extraordinary outcomes. Our core strengths are our agility, creativity and social responsibility. We encourage our employees to grow by empowering them with challenging work and abundant opportunity. We have a culture that values collaboration, open communication, continuous learning, humility and integrity.

Forum’s real estate business is going through a transformational phase with a new Partner and team in place to take on a growing number of ground up development and adaptive reuse projects across Canada.

How to apply

Forum is looking for someone who can jump right in and join our growing team.

Please send your resume and cover letter to us directly via email at: recruiting@forumequitypartners.com

What to expect

Forum is recruiting for an Analyst who is ambitious, dynamic and results oriented. The successful candidate will play a key role in evaluating investments across Canada in a variety of asset classes and will be involved in all aspects of the investment process. The successful candidate will also assist with asset management functions including valuation and preparation of monthly and quarterly reporting.

Required experience

Responsibilities: 

  • Provide assistance and support to the Investment and Asset Management teams.
  • Underwrite real estate investment opportunities (acquisitions/dispositions) and manage the due diligence process – build complex dynamic financial models, financial analysis, research, develop investment memos, pitch books.
  • Create and maintain financial models using Excel and Argus for existing portfolio and new acquisitions.
  • Review and analyze documents such as leases, environmental and structural reports.
  • Assist in creating and developing investment memos and recommendations to investment committee.
  • Manage the quarterly property valuation process and preparation of internal and external reports.
  • Assist in performing reviews of valuations for investments and monitoring potential financing and exit alternatives.
  • Research and analyze industry and market data.
  • Attend investment committee and executive meetings as required.

 

Qualifications:

  • 2-4 years of relevant analytical experience in real estate capital markets, investment banking, direct buy-side or private equity
  • University degree in Finance, Economics, business/Commerce, Engineering or related discipline
  • Advanced knowledge of Microsoft Excel and proficiency in ARGUS Enterprise
  • Experience with the financial modeling of real estate proformas, including single and multi-asset developments and acquisitions, along with complex equity waterfall structures
  • Experience managing, analyzing and interpreting data and conducting due diligence
  • Highly analytical, strong work ethic with high degree of professionalism and integrity
  • Strong verbal and written communication skills
  • Strong commercial sense developed through experience analyzing and reviewing many opportunities
    CFA, or CPA, CA or MBA designation is considered an asset

When to start

Start: Immediately