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Investment Associate

2 weeks ago

Tillsonburg, Canada Ag Capital Fund Management Full time

Location: In Tillsonburg or London, Ontario

About Us:
ACFM is a strategic advisory and financial services firm born out of Ag Capital Canada. We work closely with established businesses, funds, and family offices to strengthen financial operations, improve reporting, and support long-term strategic planning. Grounded in the belief that “we are better investors because we are businesspeople, and better businesspeople because we are investors,” our work bridges real-world operational expertise with financial insight.

About the Role:
We are seeking an Associate to join our team. This role is ideal for a detail-oriented professional with a strong foundation in accounting and financial analysis. You will play a critical role in portfolio management, budgeting and forecasting, reporting to stakeholders, and driving operational improvement.

Key Responsibilities:

- Support the management of existing portfolio companies, including tracking financial and operational performance
- Prepare regular reports and presentations for internal stakeholders, summarizing company performance, market trends, and strategic initiatives
- Understand the businesses within our portfolio and identify key performance indicators that need to be monitored
- Track performance compared to budget expectations. Analyze and explain expense variances and financial trends to management
- Assist in strategic projects with portfolio company leadership (e.g., M&A evaluations, operational improvements, capital allocation decisions)
- Collaborate with internal team members and client stakeholders

Qualifications:

- CPA or CFA designation required
- Minimum of 3 years of professional accounting and/or financial analysis experience
- Bachelor’s degree in Accounting, Finance, or Economics (or equivalent experience)
- Strong analytical and problem-solving skills
- Excellent organizational and communication abilities
- Proficiency with accounting systems and Excel

Why Join ACFM?
- Work with experienced finance and investment professionals
- Exposure to a diverse set of industries and business models
- Collaborative, professional, and growth-oriented team culture
- Competitive compensation and benefits

Pay: $80,000.00-$110,000.00 per year

Work Location: Hybrid remote in Tillsonburg, ON