Senior Associate, Corporate Finance

At Willowdale Asset Management, we’re looking for passionate professionals who are eager to help us shape the future of our industry. As Senior Associate, Corporate Finance, you will play a pivotal role in shaping Willowdale’s growth and strategic direction. You’ll drive the development of new fund structures, partnerships, and initiatives from initial analysis through to implementation. By collaborating across teams and managing financial processes end-to-end, your work will directly support our expansion across North America and help optimize our balance sheet for long-term success. The Willowdale Asset Management Corporate Office is located in Concord, Ontario. What We Are Looking For University degree in real estate development, business, economics, or finance (with a real estate emphasis) 3–5 years of experience in corporate finance, investment, accounting, or consulting Progress toward CFA, CBV, or CPA designation (asset) Experience preparing investment structuring recommendations and reports Experience preparing pitch books and investor materials for capital raising Experience in capital needs analysis and planning Advanced Microsoft Office skills (Word, Excel, PowerPoint); S&P Capital IQ experience is an asset Self-starter with a strategic mindset and service-oriented attitude Strong ability to formally articulate and present data You’ll Stand Out if You Bring: Experience preparing detailed and professional investment structuring recommendation presentations and reports Experience preparing pitch books and investor materials for raising capital for development projects, equity funds, and/or debt financing Experience in corporate finance for capital needs analysis and planning Advanced Excel skills, including building complex financial models Experience with S&P Capital IQ Ability to work independently and resourcefully solve problems Strong interpersonal skills and integrity for building trust with stakeholders Proven ability to present data and findings clearly to senior leadership and external partners The Willowdale Asset Management Experience Joining Willowdale Asset Management means joining a team that goes beyond expectations. Not only are we leaders in real estate investment performance, but we’re also invested in your personal and professional growth. We offer a competitive compensation and benefits package designed to support your success, including: The opportunity to collaborate with other skilled and visionary professionals. Exclusive discounts through our Employee Home Ownership Program. Support for your wellbeing through our employer-paid benefits. Employer sponsored RRSP plans to help you invest in your future. Ongoing support for continuing education and opportunities for learning and development to help you grow your career. Organic Produce from our Community Supported Agriculture Program. Engaging social events throughout the year to celebrate our team. Recognition of achievements and milestones every step of the way. A company that values your time outside of work just as much as your time spent at work. What You’ll Be Doing Each Day Prepare and maintain valuation cash flow models for corporate valuation and annual Fair Market Value analysis. Generate strategic insights and create pitch books to support capital raising initiatives. Analyze and structure growth initiatives, collaborating across teams. Present financial findings and recommendations to senior internal and external stakeholders. Lead due diligence processes for prospective and existing external capital partner relationships. Who We Are At Willowdale Asset Management, we are committed to achieving excellence in real estate investment performance. We are experts at identifying value and potential that others may overlook, crafting tailored solutions for our clients. By leveraging our local insights and financial expertise, we drive capital performance with precision and purpose. Our entrepreneurial spirit not only fuels innovation but empowers every team member to think creatively and take initiative. We foster a collaborative environment where diverse perspectives and bold ideas thrive, ensuring that every voice is heard and valued. Willowdale Asset Management is an inclusive employer dedicated to building a diverse workforce. We are committed to providing accommodation throughout the recruitment and selection process for any qualified applications under the respective provincial human rights codes. Please advise a member of our team if you require an accommodation to ensure your accessibility needs are accommodated. Any information received relating to accommodation will be addressed confidentially. Job Family Financial Management, Investments & Acquisitions #J-18808-Ljbffr