Client Service Associate

Client Service Associate (18-Month Contract)

CityToronto, ON

Overview of Forum:

Join us in delivering Extraordinary Outcomes ™ through investment.

Forum Asset Management is a North American investor, developer, and asset manager with a 28-year track record of delivering long-term value through real estate, private equity, and infrastructure investments. We are a purpose-driven firm committed to sustainability, responsible investing, and making a positive impact in the communities where we invest.

With over $3 billion in AUM, Forum is one of Canada’s most dynamic investment platforms. In 2024, we completed the country’s largest real estate transaction through our acquisition of Alignvest Student Housing, making us the largest owner and developer of Purpose-Built Student Accommodations (PBSA) in Canada. Our open-ended Real Estate Income and Impact Fund (REIIF) is now over $2.5 billion, backed by a $3.5 billion development pipeline that spans coast to coast.

Forum’s private equity strategy invests in middle market businesses providing essential services in the built environment. We partner with entrepreneurs and owner-operators looking to accelerate growth and value creation. Our current portfolio includes six investments generating over $250 million of revenue. Our operating businesses today cover HVAC and plumbing services, out of home media, geothermal exchange heating and cooling, retail energy and residential solar.

Our growth is fueled by our ability to identify structural investment themes and deliver strategies that balance income, impact, and long-term value creation. Forum is a values-led, high-performance organization. We embrace agility and innovation, and we strive to foster a team culture grounded in integrity, collaboration, humility, and results.

Position Overview:

Forum Asset Management is looking to expand our team to satisfy the needs of our growing client base. Reporting to the Managing Director, Alternative Assets, theClient Service Associatewill be an integral part of the Investor Relations (IR) Team at Forum Asset Management, focusing on the execution of fundraising operations and supporting initaitves witha particular focus on institutional and private wealth clients (pension funds, endowments & foundations, consultants, family offices and wealth platforms). They will also assist in providing ongoing high levels of client servicing to our existing client base. This role will be based in our Toronto Office.

This role requires interacting with various internal and external departments. The ideal candidate will be organized, detail-oriented, and resourceful, with strong communication skills and the ability to meet deadlines effectively.

Key Duties and Responsibilities:

- Manage the investor onboarding process for all funds, including intake, reconciliation, and maintenance of account opening and subscription documents.

- Maintain consistent and organized recordkeeping of investor documentation and data flows.

- Adminster capital calls, including associated reporting, reconciliation activities, and cash flow monitoring for managed funds and underlying investments.

- Perform month-end reconciliations of funds recieved, deployed, and related documentation.

- Collaborate with Legal and Compliance teams to operate within established risk frameworks, policies, and procedures as an Exempt Market Dealer, including oversight of KYC, AML, FATCA, and NI 45-106 compliance.

- Collaborate across departments to support reporting to regulators (eg. OSC) to ensure adherence to and compliance with accplicable regulatory requirements.

- Manage investor platforms used by the IR team for document execution and investor reporting.

- Assist the Investor Relations team in responding to client queries related to monthly investor reports, including performance and transaction inquiries, and coordinate internally to provide high-quality, timely responses while managing the investor relations email inbox.

- Oversee account administration, and the onboarding of new funds, including the migration of investor data across Forum Asset Management product platform.

- Collaborate with senior leadership on speical projects as needed.

Candidate Profile:

Education/Experience:

- Minimum of 3 years of related experience, preferably in the asset management/investment industry.

- Compliance experience would be considered an asset.

- Experience with private funds, hedge funds, and knowledge of alternative investments, real estate, and private equity is preferred.

- Preference will be given to candidates with or pursuing an MBA, CIM, CFA, CAIA or an accounting designation.

Skills:

- Solid understanding of various types of private investments.

- Knowledge of operational best practices and ethical conduct in line with Canadian regulatory frameworks for private market investments, particularly those offered via Offering Memorandum or Private Placement Memorandum.

- Strong financial literacy and understanding of key finance concepts such as valuation, investment performance measurement, and investment structures.

- Strong quantitative and analytical skills, including data analysis, numerical skills, and problem-solving.

- Superior written and verbal communication skills with the ability to interact with individuals at all levels, both internally and externally.

- Strong attention to detail, organizational skills, and the ability to manage multiple projects simultaneously.

- Team player capable of working in a fast-paced, agile environment with a strong focus on client needs.

- Ability to exercise discretion and maintain confidentiality.

- Proficiency with SEDAR+, NRD and OSC portal.

- Proficiency in MS Office, especially Excel, PowerPoint, Word, and Outlook.

At Forum, we encourage diversity. We are committed to an inclusive workplace that reflects our belief that diversity is central to building a high-performing team. Forum is an equal opportunity employer. We are committed to providing accessible employment practices. Should you require an accommodation during any phase of the recruitment process, please let the recruitment team know recruiting@forumam.com.

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A few words about us

Forum was founded in 1996 on the principles of creativity and pioneership.We achieve aggressive growth for all our stakeholders through rigorous innovation, a focus on execution, and consistent performance as a top-tier alternative asset class investor.

About Forum Asset Management

Forum has delivered a cumulative return on invested capital in the top 1% of alternative asset managers. The Enterprise value of assets owned and managed currently exceeds CAD$1.7B.

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