Associate, Investments

4 weeks ago

Old Toronto, Canada MaRS Discovery District Full time
About the MaRS Investment Accelerator Fund MaRS Investment Accelerator Fund (IAF) is a leading seed stage fund investing in high-potential IT, health and cleantech companies in Ontario. IAF has over a 10-year history of successfully providing innovative firms with the capital, mentorship, and networks needed to validate ideas and bring products to market. Its mission is to keep Ontario’s talent and technology local while helping its companies go global. About the Position The incumbent supports the IAF Investment team with respect to various investment process activities, including coordinating various portfolio company and partner-related events, planning and coordinating investment pitches and committee meetings, analyzing portfolio company performance metrics, financial statements and unit structure and maintaining records and filing system related to IAF investments. Key Responsibilities

Investment Process & Analysis

  • Conduct initial screening of investment deal flow, including inbound and qualified opportunities; organize investment pitches and coordinate meetings with prospective investee companies
  • Facilitate execution of closing documents and post-investment legal documents, acquiring signatures from the appropriate signatories; liaise with legal counsel and maintain copies and listing of all original debentures, share and warrant certificates
  • Conduct preliminary research related to the investment opportunities (i.e. industry research, technology assessment, transaction/valuation analysis)

Data Management & Insights

  • Assist in managing the pipeline, including new investment opportunities and follow-on investment financing rounds
  • Support in managing the end-to-end deal process including investment analysis and the overall due diligence process
  • Build market intelligence and competitive market analyses for existing and prospective investment across critical investment verticals

Portfolio Reporting

  • Assist the team in preparing supplemental documentation for the quarterly and ad-hoc reporting as required
  • Monitor IAF portfolio companies and ensure that investee companies adhere to reporting requirements, including timely submission of reports and repayments
  • Compile IAF and investee documentation for the external and audit purposes
Qualifications
  • Minimum bachelor's degree in business, engineering or equivalent
  • Professional designation: MBA, P.Eng, CBV, CFA, CPA, etc, an asset
  • 2+ years of relevant business experience
  • Highly proficient in MS Office
  • Strong oral and written communications skills
  • High proficiency in financial modelling
  • Highly developed analytical and interpretive skills, conceptual thinker, able to solve complex problems
  • Superior interpersonal skills and customer focus
  • Maturity and high level of personal integrity
  • Highly developed organizational and trouble-shooting skills

Applications close May 7, 2024 at 5pm EDT.

#J-18808-Ljbffr

  • Investment Associate

    3 weeks ago

    Toronto, Canada Fidelity Investments Full time

    Description Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace...

  • Associate, Credit Investment Operations

    24 hours ago

    Toronto, Canada CPP Investments Full time

    Job DescriptionThe Investment Operations department works closely with the Investment management team and other business partners to deliver transactional, operational, and accounting support, as well deliver assistance with financial reporting, analytics and valuations.We are currently recruiting for Associate in the Credit Investment Operations department....

  • Associate/Manager, Private Assets Risk, Investment Risk

    6 days ago

    Toronto, Canada CPP Investments Full time

    Job DescriptionThe incumbent will support the ongoing development and implementation of a risk assessment and management framework for CPP Investments’ Private Assets Strategies.  Reporting to the Managing Director of the Real Assets & Sustainability Risk team, the primary responsibility of the role is to provide risk oversight for the private...

  • Director, Private Investment Risk

    2 days ago

    Toronto, Canada CPP Investments Full time

    Job DescriptionThe Director, Private Investment Risk, will support the ongoing implementation of an expanded risk assessment and management framework for private assets towards enhancing CPP Investments’ broader risk management practices.  As a senior member of the Investment Risk group, the incumbent will work with a significant degree of autonomy to...

  • Senior Analyst, Wealth Investment Research

    4 weeks ago

    Toronto, Canada Fidelity Investments Full time

    Description This is a hybrid role with a mix of remote and in-office working Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to...

  • Associate, Investments

    3 weeks ago

    Toronto, Canada BGO Full time

    Who We Are: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BGO has offices in 28...

  • Associate, Investments

    3 weeks ago

    Toronto, Canada BGO Full time

    Who We Are: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BGO has offices in 28...

  • Associate, Investments

    3 weeks ago

    Toronto, Canada BGO Full time

    Who We Are: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BGO has offices in 28...

  • Investment Associate

    2 days ago

    Toronto, Canada Altis Recruitment Full time

    Do you thrive in a fast-paced environment where you can leverage your financial acumen to provide exceptional client service? We are seeking a highly motivated and detail-oriented Investment Associate to join our team. In this role, you will play a key role in supporting our client relationships a

  • Private Wealth Relationship Manager/Investment Counsellor

    3 weeks ago

    Toronto, Canada Fidelity Investments Full time

    Description This is a hybrid role with a mix of remote and in-office working Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to...

  • Associate Investment Advisor, Wood Gundy

    4 weeks ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Associate Investment Advisor, Wood Gundy page is loaded Associate Investment Advisor, Wood Gundy Apply locations Toronto, ON time type Full time posted on Posted 4 Days Ago job requisition id 2403370 We’re building a relationship-oriented bank for the modern...

  • Associate Investment Advisor, Wood Gundy

    3 weeks ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Associate Investment Advisor, Wood Gundy page is loaded Associate Investment Advisor, Wood Gundy Apply locations Toronto, ON time type Full time posted on Posted 4 Days Ago job requisition id 2403370 We’re building a relationship-oriented bank for the modern...

  • Associate Investment Advisor, Wood Gundy

    3 weeks ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Associate Investment Advisor, Wood Gundy page is loaded Associate Investment Advisor, Wood Gundy Apply locations Toronto, ON time type Full time posted on Posted 4 Days Ago job requisition id 2403370 We’re building a relationship-oriented bank for the modern...

  • Manager/Director, Real Assets Risk, Investment Risk

    6 days ago

    Toronto, Canada CPP Investments Full time

    Job DescriptionThe incumbent will support the ongoing development and implementation of a risk assessment and management framework for CPP Investments’ Real Assets, Private Equity and Private Credit portfolio.  Reporting to the Managing Director of the Real Assets & Sustainability Risk team, the primary responsibility of the role is to provide risk...

  • Associate, Hazelview Ventures

    4 weeks ago

    Toronto, Canada Hazelview Investments Inc. Full time

    **About the Company**: Leveraging over 20 years of property management (Hazelview Properties) and a $14.8B development pipeline (Hazelview Investments), we provide entrepreneurs with a unique opportunity to refine, scale and showcase product and service capabilities. Hazelview Ventures gives access to resources while ensuring collaboration, support and...

  • Associate, Tax

    4 weeks ago

    Toronto, Canada CPP Investments Full time

    Job DescriptionWe are looking for an experienced tax professional to support our tax footprint. This is an exciting opportunity for you to be part of the evolution of our tax function. The Tax Associate will support the Tax Manager and play a key internal consultant role, working closely with business partners and the senior tax leaders to provide strong tax...

  • Investment Associate

    7 days ago

    Toronto, Canada Altis Recruitment Full time

    Do you thrive in a fast-paced environment where you can leverage your financial acumen to provide exceptional client service? We are seeking a highly motivated and detail-oriented Investment Associate to join our team. In this role, you will play a key role in supporting our client relationships and driving operational efficiency. You will be responsible...

  • Investment Associate

    1 week ago

    Toronto, Canada Altis Recruitment Full time

    Do you thrive in a fast-paced environment where you can leverage your financial acumen to provide exceptional client service? We are seeking a highly motivated and detail-oriented Investment Associate to join our team. In this role, you will play a key role in supporting our client relationships and driving operational efficiency. You will be responsible...

  • Investment Associate

    1 week ago

    Toronto, Canada Altis Recruitment Full time

    Do you thrive in a fast-paced environment where you can leverage your financial acumen to provide exceptional client service? We are seeking a highly motivated and detail-oriented Investment Associate to join our team. In this role, you will play a key role in supporting our client relationships and driving operational efficiency. You will be responsible...

  • Associate, Growth Equity

    6 days ago

    Toronto, Canada CPP Investments Full time

    Job DescriptionWe are currently hiring an Associate in Toronto to join the Growth Equity team, which sits within the Private Equity department. The Growth Equity team’s mission is to provide CPP Investments with strong returns and insights into the innovation ecosystem by making fund commitments and aligned direct investments alongside of the top venture...