Vice President, Investor Relations & Capital Formation

AI overview

This role focuses on building investor relationships and raising capital for various funds while enhancing the firm's exposure within the institutional investment community.

OPPORTUNITY 

As part of its continued growth, Fengate is seeking a skilled Vice President of Investor Relations & Capital Formation to join the team in a fundraising role. The successful candidate will be a self-motivated individual with experience raising capital in private markets and ideally, has existing Canadian institutional investor relationships in the real estate space. This is a great opportunity to join a growing team and make an immediate impact. The successful candidate will adapt quickly to a demanding, high growth environment which is team-oriented and collaborative.  

 

The Investor Relations & Capital Formation team is responsible for building high trust relationships and performing market research to support key relationships and initiatives across Fengate. The successful candidate will work with various groups in the organization, including the Fengate Executive Team, Investment Professionals and Asset Management Team. 

 

KEY RESPONSIBILITIES 

  • Form, maintain and enhance relationships with prospective investors 
  • Raise capital for all funds and strategies, including co-investments 
  • Conduct research on potential investors 
  • Communicate regularly with potential investors; marketing Fengate and the underlying funds  
  • Increase positive exposure of Fengate and attract capital from the institutional investor community for all funds and strategies  
  • Contribute to creating materials for fundraising, roadshows, and follow-up meetings  
  • Organize roadshows, logistics, and meetings for potential institutional investor base – travel to major Canadian cities as required  
  • Track investor summary and maintain database of potential investors  
  • Confirm all investor meetings and ensure materials are prepared and distributed in advance  
  • Organize due diligence visits and site visits  
  • Provide investor feedback after all meetings and due diligence visits  
  • Other duties within the scope and purpose of the job, as requested 

Requirements

KEY QUALIFICATIONS

  • Bachelor's degree in business, finance, or related field required; MBA or CFA preferred  
  • 7-10 years minimum experience in investor relations or a similar capital-raising capacity  
  • Direct experience working with Canadian institutional investors, ideally with real estate investors who invest in funds   
  • Excellent verbal and written communication skills with the ability to present ideas both clearly and effectively (competency in PowerPoint, Word, and Excel)  
  • Self-motivated and the ability to take a proactive approach with a high degree of intellectual curiosity  
  • Capable of building high trust relationships with both internal and external stakeholders and work in a collaborative manner 
  • Demonstrated ability to prioritize manage competing deliverables 
  • Strong analytical and quantitative skills 
  • Understanding of global financial markets, investment industry, portfolio construction principles and asset allocation approaches 
  • Ability to work collaboratively with cross-functional teams, building consensus, communicating effectively, and contributing to a positive, growth-oriented work culture.  
  • Results oriented with the ability to prioritize and manage multiple tasks and responsibilities, maintaining attention to detail. 

 

KEY COMPETENCIES 

The successful candidate will be a self-starter that enjoys working in and fast-paced yet collegial environment, has a strong commitment to deadlines and the team, is process oriented with a high sense of ownership in their work, and possesses a high degree of intellectual curiosity. 

  • Integrity - Adheres to the highest standards of personal and professional integrity 
  • Driven to Win - Competitive drive to be number one and settle for nothing short. Would never target mediocrity. A mindset of creativity, innovation, and energetic drive to succeed 
  • Confident with Low Ego in Balance - Decisive, yet inclusive. Has the confidence to engage others and challenge and defend positions in a respectful way. Confident enough not to care who gets the credit 
  • Resilient and Adaptable – Comfortable operating in a fast-paced, competitive environment where change is a constant.  Anticipates and adapts to change while maintaining focus on delivering target performance 
  • Engaged, Persuasive Communicator - Actively listens, checks understanding, and uses language and tone appropriate for the audience. Possesses strong self-awareness and ability to respond to others in an emotionally intelligent way 
  • Innovative - Proactively generates creative solutions and brings innovative ideas to the table  

 

 Location: Toronto & Oakville, Ontario

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 accommodations 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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