Investment Associate

• Directly supporting the Portfolio Manager in conducting due diligence and analysis of potential investments. Due diligence includes evaluation of underlying collateral and borrower credit.
• Analyzing fund flows to project fund liquidity and capacity for new investments
• Assisting with the preparation and improvement of fund reporting (monthly fund facts, quarterly reporting, ad hoc marketing material) and maintenance of offering documents
• Maintaining and improving company databases pertaining to historical returns, benchmark returns, market statistics, and fund comparables
• Preparing materials and coordinating with external parties (rating agencies, bond dealers, legal counsel, etc.) for structured debt transactions, undertaken to facilitate certain investment strategies executed by CMLS Asset Management; you will have the benefit of playing an integral role for one of only two active commercial mortgage-backed securities platforms in Canada
• Using technology to seek out operational improvements across the full investment lifecycle, from fundraising to deployment to portfolio management, including ESG integration
• Staying current with market information and commercial and single-family residential real estate market trends
• Performing other duties in keeping with the purpose and accountabilities of the job, such as preparing reports, assisting with compliance-related tasks and completing department projects as assigned

This role is for you if you have: 

• 3+ years of experience in investment management or related industry; experience in private assets, private equity, private debt or real estate all looked upon favorably
• Completed or enrolled in the CFA Program (nice to have)
• Excellent communication skills, both written and verbal, and are able to work well independently as well as within a team environment
• Proficiency in creating and working with large collections of data and financial models
• Experience creating and delivering business presentations with strong technical writing skills
• A results-driven approach, possessing strong organizational skills with a high attention to detail
• A high degree of accountability and commitment at all times; you take ownership of your work
• Intermediate to advanced level skills using Microsoft Office (Excel, Word, PowerPoint, SharePoint)

Benefits and Perks: Some of the benefits we offer at CMLS are:

• Health and Wellness Spending Accounts
• Health, Drug, Vision, and Dental benefits
• Paid vacation, sick days, and personal days (in addition to all civil and statutory holidays)
• RRSP Matching Program
• Maternity / Parental Leave Top Up Program 
• Discounted gym memberships
• Travel assistance and EAP
• Business Casual dress code
• Company social events + sport teams
• And more

Who are we?

CMLS Asset Management is a registered investment fund manager, portfolio manager, and exempt market dealer, with a 15-year track record in delivering stable returns to investor clients seeking exposure to real estate debt. The firm manages its flagship fund, the CMLS Mortgage Fund, and acts as subadvisor to institutional investor clients seeking to augment their traditional fixed income investments with real estate debt.

You will love working here

Employees tell us that they love that we strike the balance in creating an incredibly professional, yet dynamic and enjoyable corporate culture. We work in a fluid and fast-paced environment that is supportive of energetic and motivated individuals who pride themselves on being flexible and results-driven. Business is booming and that means that our employees are able to gain valuable exposure, have lots of learning opportunities, and truly impact the business. We are committed to providing our people with a challenging and rewarding career because our employees are what set us apart and we know it.

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