Analyst, Investor Relations

AI overview

Support investor relations activities by coordinating responses to inquiries, managing communication materials, and assisting senior leadership on special projects.

OPPORTUNITY

The firm is seeking an Analyst to support its client service and capital formation objectives. This individual will report to the firm’s Vice President of Investor Relations. The role requires strong analytical and communication skills, attention to detail, and an interest in private markets investing. The ideal candidate is an organized, self-motivated team player who can prioritize and take ownership of multiple projects.

KEY RESPONSIBILITIES

  • Support and deliver on client service activities of the firm as a collaborative member of the Investor Relations team
  • Coordinate with various teams across the firm to prepare high-quality, timely responses to investor inquiries
  • Monitor and manage the investor relations email inbox
  • Provide support on investor diligence requests
  • Prepare and update presentations for capital raising activities, investor updates, and conferences
  • Manage the preparation and dissemination of external communication materials
  • Maintain the client relationship management database
  • Assist with client onboarding
  • Assist senior leadership with special projects as they arise

Requirements

KEY QUALIFICATIONS

  • Undergraduate degree in business or finance with an excellent academic background
  • 2+ years of relevant work experience in investor relations, investment banking, accounting, or at an asset management firm specializing in infrastructure, real estate, and/or private equity funds, or experience working with institutional investors
  • Progress towards a professional designation in accounting or finance (such as CPA or CFA) would be an asset, but is not required
  • Experience in asset management, and knowledge of infrastructure, real estate, and/or private equity would be an asset, but is not required
  • Self-starter and team player with positive, can-do attitude
  • Strong written and verbal communication skills
  • Detail-oriented and resourceful
  • Excellent organizational skills
  • Demonstrated competence with Microsoft Office including PowerPoint, Excel, Word and Outlook
  • Experience with Salesforce, DealCloud or similar CRM software

CORE COMPETENCIES

  • Being Authentic –Inspiring trust and being courageous.
  • Focusing on Performance –Being accountable and driving results.
  • Understanding Stakeholders – Knowing the needs of those who rely on you.
  • Building Effective Relationships – Collaboration and communication.

Fengate is an equal opportunity employer, we strive to attract and retain a diverse workforce and are committed to promoting diversity, equity, inclusion, and belonging in the workplace. It is a core priority at Fengate to create, operate with, and continuously grow and sustain an inclusive culture that respects and connects the diversity of our team, our clients, our partners, and the communities we work in. 

We are committed to providing accommodation for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

 

We thank all applicants for their interest in this position; however only candidates selected for an interview will be contacted.

Fengate Asset Management (Fengate) is a leading alternative investment manager focused on infrastructure, private equity, and real estate strategies. Founded in 1974 in Hamilton, Ontario, and currently with offices in Ontario and Texas and 190+ team members across North America, Fengate has built success and a trusted reputation with investors and industry partners. The firm currently manages over C$7 billion in capital commitments in support of more than C$35 billion in gross asset value, on behalf of over 50 institutional investors across North America, Europe, and Asia. The firm believes that acting responsibly to its stakeholders and communities is fundamental. Fengate is a signatory of both the Institutional Limited Partners Association (ILPA) Diversity in Action initiative and the United Nations-supported Principles for Responsible Investment, integrating environmental, social and governance (ESG) principles into all stages of the firm’s investment process. In 2021, Fengate established its ESG Committee and its EBID (Equity, Belonging, Inclusion and Diversity) Think Tank, consisting of leaders and employees of all backgrounds and levels throughout our firm, to advance and govern our ESG and EBID objectives. Fengate has achieved Platinum Club member status as one of Canada’s Best Managed Companies, retaining this designation since 2007, and has been certified as a Great Place to Work®. Over the past year, Fengate was named one of Canada’s Best Workplaces™ and as a Best Workplace™ for Financial Services & Insurance, Inclusion, Women, Today’s Youth, Professional Development, and Ontario, and as one of Best Workplaces™ with Most Trusted Executive Teams. The firm has also been recognized with Waterstone Human Capital’s 2022 Most Admired Corporate Cultures™ award. This program recognizes best-in-class organizations for having cultures that have helped them enhance performance and sustain a competitive advantage. Only 50 organizations are awarded this prestigious corporate culture award each year. AREAS OF BUSINESS1. Real EstateSince 1974, and with 20 years of experience managing institutional capital, Fengate Real Estate has been developing and managing real estate assets across commercial and residential asset classes and the risk-return spectrum. To-date, Fengate Real Estate has completed over 75 property and investment transactions, which total more than C$11 billion of competed value, including C$4 billion under development.2. InfrastructureIn 2006, Fengate established its first infrastructure fund with a mandate to invest in infrastructure investments in Canada. Today, Fengate has invested in over 45 assets which total more than C$25 billion of gross asset value in the social, transportation, energy transition and digital infrastructure sectors in Canada and the United States. 3. Private EquityIn 2016, Fengate launched its private equity platform to provide growth capital and partner with entrepreneurs to create lasting positive change in their businesses by realizing their growth ambitions. To-date, Fengate Private Equity has made seven investments, 20 add-ons and exited three businesses delivering top-quartile performance.

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