Analyst Investments and Asset Management

Forum Asset Management – Analyst, Investments and Asset Management

Location: In-Office, 181 Bay Street, Toronto

Work Schedule: Full-time, in-office (5 days/week)

About Forum

Delivering Extraordinary Outcomes™ through Investment.

Forum Asset Management is a North American investor, developer, and asset manager with a 29-year track record of delivering long-term value through real estate, private equity, and infrastructure investments. We are a purpose-driven firm committed to sustainability, responsible investing, and making a positive impact in the communities where we invest.

With over $3 billion in AUM, Forum is one of Canada's most dynamic investment platforms. In 2024, we completed the country’s largest real estate transaction through our acquisition of Alignvest Student Housing, making us the largest owner and developer of Purpose-Built Student Accommodation (PBSA) in Canada. Our open-ended Real Estate Income and Impact Fund (REIIF) is now over $2.4 billion, backed by a $3.5 billion development pipeline that spans coast to coast.

Forum is also building one of the fastest-growing self-storage platforms in Canada, focused on acquiring, developing, and operating institutional-grade storage facilities in undersupplied urban markets.

REIIF Overview

Forum Real Estate Income and Impact Fund (REIIF), Forum’s flagship private REIT, is a sector-leading Fund investing in institutional-quality purpose-built student housing, as well as multi-family rentals and furnished apartments, in supply-constrained markets across Canada.

Launched in December 2021 with gross assets totaling $200M, REIIF ended 2025 at ~$2.8B of gross assets. REIIF has grown through its access to Forum’s proprietary development pipeline and through the recent acquisition of Alignvest Student Housing REIT. REIIF’s portfolio includes 32 assets spanning coast to coast, making it the largest owner of Purpose-Built Student Accommodations (PBSA) in Canada.

Forum is a values-led, high-performance organization. We embrace agility and innovation, and we strive to foster a team culture grounded in integrity, collaboration, humility, and results. Our growth is fueled by our ability to identify structural real estate themes and deliver strategies that balance income, impact, and long-term value creation.

Position Overview

The Analyst, Investments & Asset Management will support the REIIF platform across acquisitions, asset management, portfolio analytics, financings, and operating initiatives. Reporting to the VP, Real Estate Investments & Acquisition, this role will work closely with all facets of the real estate business, including: investments, asset management & operations, development, capital markets & finance, and portfolio management to support decision-making across REIIF's portfolio Forum’s development business.

This is an analytically rigorous role for a candidate who is eager to build a career in real estate private equity and asset management. The successful candidate will support key investment decision making across Forum’s active development pipeline and new opportunities, evaluate asset-level and portfolio performance, support financing and capital raising initiatives, and provide analytical support across the broader real estate business. This posting is for an existing vacancy at Forum.

Key Duties and Responsibilities

Investments, Underwriting & Decision Support

• Support underwriting, due diligence, and execution of acquisitions, developments, recapitalizations, and strategic portfolio transactions.

• Build and maintain financial models including discounted cash flow, valuation, sensitivity, and scenario analyses to support investment recommendations and portfolio decision-making.

• Assist in the evaluation of on-campus and near-campus PBSA opportunities, including market sizing, enrollment and demand analysis, competitive set review, and operating assumptions.

• Prepare investment committee materials, memoranda, and presentation content for internal approvals and senior management review.

Asset Management, Operations & Portfolio Analytics

• Support asset-level and portfolio-level analysis across REIIF's student housing, multifamily, and furnished apartment assets, including budgeting, forecasting, variance analysis, and performance tracking.

• Work with asset management and operating teams to analyze leasing, occupancy, rental rate, NOI, capital expenditure, and operational KPIs, and identify trends, risks, and value-creation opportunities.

• Assist with business planning, hold-sell analysis, annual operating plans, and ad hoc strategic initiatives across the REIIF portfolio.

• Help coordinate data, reporting, and analyses required to support asset-level initiatives, portfolio reviews, and management decision-making.

Financings, Reporting & General Real Estate Business Support

• Support debt financing processes by preparing lender materials, analyzing financing alternatives, coordinating diligence requests, and