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 excellent analytical and communication skills, strong attention to detail, and an interest in private markets investing. The ideal candidate is a highly resourceful team player who is organized and self-motivated with the ability to prioritize and take ownership of a variety of projects.
KEY RESPONSIBILITIES
- Support and deliver on client service activities of the firm as a collaborative member of the Investor Relations group
- 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 materials
- 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.
Top Skills
What We Do
Fengate is a leading investment firm specializing in real assets, with a focus on infrastructure, private equity and real estate. With offices in Ontario and Texas and team members across North America, Fengate leverages 50 years of entrepreneurial experience to deliver excellent investment results on behalf of its clients. The firm has been recognized as one of 'Canada’s Best Managed Companies' since 2007 and as part of Waterstone Human Capital’s Canada’s Most Admired Corporate Cultures™. Fengate has been certified as a Great Place to Work® and was named one of Canada’s Best Workplaces™ and one of Canada’s Best Workplaces for Women, for Inclusion, for Mental Wellness, for Today’s Youth, for Professional Development and more. In January 2022, the firm became a signatory for the Institutional Limited Partners Association (ILPA) Diversity in Action initiative.
