Strategic Financial Expert for Infrastructure Funds

3 days ago

Oakville, Ontario, Canada Fengate Asset Management Full time

Fengate Asset Management is seeking a highly skilled Strategic Financial Expert to join its Infrastructure Funds finance team. Reporting to the Manager, Finance, Infrastructure Funds, the ideal candidate will be responsible for investor and executive reporting, financial analysis, fund modelling, tax, treasury, compliance, and management of Fengate's infrastructure funds.

Key Responsibilities:
  • Oversight of the fund's external administrator to ensure completeness and accuracy of accounting records and financial reporting
  • Maintenance of fund models to forecast fund performance and manage liquidity needs, including coordination across the broader infrastructure team for key inputs
  • Preparation of quarterly investor and management reports and presentations
  • Responsibility for overseeing capital activity (i.e., capital calls and distributions) and treasury functions; detailed review of notices and other investor communications prepared by the fund's administrator
  • Management of the fund's day-to-day financial operations, ensuring compliance with governing fund documents and credit facilities
  • Collaboration with the investor relations team to respond to investor requests and assist with fundraising initiatives
  • Liaison with the tax team and advisors to oversee tax filings and compliance with tax authorities in the U.S. and Canada
  • Other ad-hoc financial analysis to support the infrastructure business unit and the broader Fengate team (i.e., asset management, legal, investments, etc.)

This position offers an opportunity for growth within the Fengate organization. To qualify, candidates must have:

Requirements:
  • Undergraduate degree in accounting or other relevant technical discipline with a minimum of 3 years of experience
  • CPA designation required
  • High attention to detail
  • Self-motivated and proactive, with respect to both managing workload and professional development
  • Excellent analytical and problem-solving ability
  • Exceptional quality standards and an ongoing desire to push for new approaches, insights, and presentation methods
  • Strong Microsoft Excel and PowerPoint skills – financial modelling experience/training would be an asset
  • Demonstrated ability to manage multiple tasks with strict deadlines as part of a team
  • Excellent interpersonal and communication skills with the ability to build strong relationships with internal and external stakeholders

The estimated salary range for this position is between $80,000 and $120,000 per annum, commensurate with qualifications and experience.

About Fengate Asset Management:

Fengate Asset Management is an equal opportunity employer committed to promoting diversity, equity, inclusion, and belonging in the workplace. We strive to attract and retain a diverse workforce and are dedicated to creating a culture that respects and connects the diversity of our team, clients, partners, and communities we work in.

  • Financial Analyst

    58 minutes ago

    Oakville, Ontario, Canada Fengate Asset Management Full time

    Fengate Asset Management is seeking an exceptional Financial Analyst to join the Infrastructure Funds finance team. Reporting to the Manager, Finance, Infrastructure Funds, you will be responsible for delivering high-quality investor and executive reporting, conducting in-depth financial analysis and fund modeling, ensuring tax compliance, managing treasury...

  • Financial Reporting Leader for Infrastructure Funds

    1 month ago

    Oakville, Ontario, Canada Fengate Asset Management Full time

    About Fengate Asset ManagementFengate Asset Management is a leading asset management company seeking a highly skilled professional to join our infrastructure funds financial reporting team.

  • Strategic Fund Operations Specialist

    4 weeks ago

    Oakville, Ontario, Canada Fengate Asset Management Full time

    About Fengate Asset ManagementFengate Asset Management is a leading investment management firm seeking a highly skilled Strategic Fund Operations Specialist to support the launch and ongoing management of its Private Markets Fund.Job DescriptionThe successful candidate will play a critical role in overseeing fund operations, performing financial analysis,...

  • Senior Financial Reporting Manager for Infrastructure Funds

    4 weeks ago

    Oakville, Ontario, Canada Fengate Asset Management Full time

    About the RoleWe are seeking an experienced Senior Financial Reporting Manager to join our Infrastructure Funds financial reporting team at Fengate Asset Management. This role is a key part of our team, responsible for delivering high-quality financial reports and ensuring compliance with regulatory requirements.

  • Financial Analyst for Private Equity Fund Management

    4 weeks ago

    Oakville, Ontario, Canada Fengate Asset Management Full time

    Role SummaryFengate Asset Management is seeking a Senior Financial Analyst to join its Infrastructure Funds financial reporting team.About the RoleThis position offers an opportunity for growth within Fengate. The successful candidate will be responsible for providing oversight and guidance to the fund's external administrator, overseeing capital activity...

  • Strategic Financial Operations Specialist

    52 minutes ago

    Oakville, Ontario, Canada Fengate Asset Management Full time

    Financial Analyst Position OverviewFengate Asset Management seeks a skilled and detail-oriented Financial Analyst to join its Infrastructure Funds financial reporting team. This role involves collaborating closely with project teams, fund administrators, investor relations teams, tax specialists, and external investors.The successful candidate will have...

  • Senior Financial Advisor

    3 weeks ago

    Oakville, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a Senior Financial Advisor to join our team at Scotiabank, where you will play a key role in helping our customers achieve their financial goals.What We OfferA competitive compensation package, including a salary range of $80,000 - $120,000 per year, depending on experience and qualifications.A comprehensive benefits package,...

  • Strategic Financial Analyst

    11 minutes ago

    Oakville, Ontario, Canada Fengate Asset Management Full time

    Job OverviewFengate Asset Management is a leading provider of investment solutions for infrastructure and real estate. We are seeking an experienced Strategic Financial Analyst to join our team in Oakville.

  • Infrastructure Financial Planning Analyst

    1 month ago

    Oakville, Ontario, Canada Fengate Asset Management Full time

    We are seeking a highly skilled Financial Planning and Analysis (FP&A) Expert to join our dynamic team at Fengate Asset Management.About the Role:As a key member of our FP&A team, you will be responsible for providing financial analysis and planning support to our infrastructure business.You will work closely with our Asset Management and Reporting teams to...

  • Senior Investment Manager

    5 days ago

    Oakville, Ontario, Canada Fengate Asset Management Full time

    About Fengate Asset ManagementFengate Asset Management is a leading asset management firm seeking an experienced and skilled Senior Investment Manager to support the launch and ongoing management of the Private Markets Fund.Job SummaryWe are looking for a highly motivated and results-driven individual to manage the operations of the Fund, including capital...

  • Senior Financial Operations Specialist

    1 month ago

    Oakville, Ontario, Canada Fengate Asset Management Full time

    Job SummaryWe are seeking a highly motivated Senior Financial Analyst to support the launch and ongoing management of our Private Markets Fund. The successful candidate will play a critical role in overseeing fund operations, performing financial analysis, maintaining fund models, and contributing to comprehensive reporting efforts.Key Responsibilities:Plan,...

  • Payroll Implementation Expert

    4 weeks ago

    Oakville, Ontario, Canada The Mason Group - Strategic Search Partners Full time

    The Mason Group - Strategic Search Partners seeks a skilled Payroll Implementation Leader to assist with the SAP / SuccessFactors Implementation.About the RoleThis is an excellent opportunity for experienced payroll professionals to lead successful implementations and join our team of experts.Key Responsibilities:Join the leadership team during the...

  • Financial Planning and Analysis Expert

    1 month ago

    Oakville, Ontario, Canada Sportchek Full time

    About SportchekSportchek is a leading retailer of sports equipment and apparel, dedicated to delivering high-quality products and exceptional customer service. Our company is committed to creating innovative and rewarding financial solutions for our customers.Estimated Salary:$90,000 - $110,000 per yearJob DescriptionWe are seeking a highly skilled Financial...

  • IT Infrastructure Leadership Director

    3 weeks ago

    Oakville, Ontario, Canada Sagen Full time

    About the RoleWe are seeking a highly experienced IT Infrastructure Leadership Director to join our team at Sagen. This is an exciting opportunity for a seasoned professional to lead and shape our IT infrastructure strategy, driving business growth and transformation.Key ResponsibilitiesStrategy Development: Define, oversee, and execute on infrastructure...

  • Senior Financial Advisor

    1 month ago

    Oakville, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank in Oakville, Ontario, you will have the opportunity to build strong relationships with clients and help them achieve their financial goals. With a focus on providing expert advice and personalized service, you will be a key member of our team.Job DescriptionWe are seeking a highly motivated and...

  • Payroll Implementation Lead

    4 weeks ago

    Oakville, Ontario, Canada The Mason Group - Strategic Search Partners Full time

    About The Mason GroupThe Mason Group - Strategic Search Partners is a leading search firm focused on delivering top talent to our clients. We are passionate about helping organizations like yours find the best candidates for their open positions.

  • Asset Management Leader for Private Markets

    4 weeks ago

    Oakville, Ontario, Canada Fengate Asset Management Full time

    Job Description:Fengate Asset Management is seeking a seasoned Asset Management Leader to oversee the launch and ongoing management of our Private Markets Fund. This fund represents a new strategic initiative, investing across our active portfolios in Infrastructure, Real Estate, and Private Equity.This role offers an exceptional opportunity for an...

  • Expert Financial Solutions Consultant

    6 days ago

    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job DescriptionWe are seeking a skilled Financial Planner, Investment to join our team at the Royal Bank of Canada. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the Halton Market.You will work alongside internal partners who send client referrals your way, leveraging...

  • Infrastructure Strategy Director

    1 month ago

    Oakville, Ontario, Canada Sagen Full time

    About SagenSagen is a dynamic and innovative organization that fosters a culture of diversity, equity, and inclusion. We empower our employees to be their authentic selves, creating a sense of belonging that drives innovation and excellence.Salary and BenefitsWe offer a competitive compensation package, including an estimated salary range of $150,000 -...

  • Strategic Financial Solutions Professional

    3 weeks ago

    Oakville, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Financial Planner, Investment Retirement Planning to join our team at Scotiabank.Company OverviewScotiabank is a leading bank in the Americas. Our purpose is 'for every future,' and we help our customers, their families, and communities achieve success through advice, products, and services including personal and...