Montcrest Asset Management Overview

Montcrest Asset Management ("Montcrest") is a Toronto-based private equity real estate firm focused on identifying, acquiring, developing, and actively managing value-add opportunities. Established in 2012, Montcrest partners with high-net-worth and institutional investors to pursue compelling, risk-adjusted returns across multiple asset classes, including residential, industrial, self-storage, and commercial assets. With a hands-on, execution-driven approach, Montcrest manages projects internally from acquisition and due diligence through development, asset management, and realization, with a strong focus on opportunities in the Greater Toronto Area.

Position Summary

Montcrest is seeking a highly motivated and analytical Associate, Asset Management & Investments, to support acquisitions, development initiatives, financing activities, and ongoing asset management across the firm’s portfolio. Working directly alongside the Chief Investment Officer and senior management team, the successful candidate will play an integral role in evaluating investment opportunities, monitoring portfolio performance, preparing investment recommendations, and helping execute value creation initiatives.

Responsibilities and Expectations:

- Build and maintain detailed financial models for acquisitions, developments, redevelopments, dispositions, and financing transactions.
- Perform discounted cash flow, IRR, NPV, equity multiple, and sensitivity analyses.
- Underwrite prospective investment opportunities and prepare investment recommendations.
- Conduct market research,



demographic analysis, and competitive property assessments.
- Coordinate and manage acquisition due diligence, including lease reviews, property inspections, third-party consultant reports, market leasing and sales comparables, and financing and legal review processes.
- Monitor operational and financial performance of portfolio assets against underwriting projections and approved business plans.
- Analyze monthly, quarterly, and annual asset performance metrics.
- Support preparation of annual budgets, forecasts, and strategic asset-level business plans.
- Evaluate leasing strategies, capital improvement programs, redevelopment opportunities, and operational initiatives.
- Work closely with property management, leasing, accounting, and development teams to execute approved business plans.
- Assist in arranging acquisition financing, refinancing, and mortgage renewals.
- Prepare lender packages, financing models, and supporting analyses.
- Assist in evaluating debt structures, financing alternatives, and capital allocation decisions.
- Support preparation of quarterly reports, partner presentations, and portfolio performance summaries.




- Prepare asset-level reporting and valuation analyses.
- Attend and participate in asset management and investment meetings.
- Assist with a variety of miscellaneous projects requiring financial decisions (e.g. new partnerships, redevelopment and re-leasing)
- Provide initiative in areas that require attention, recommending new or different reporting/methodologies that make sense and increase overall efficiency and productivity.
- Other tasks, as assigned.

Qualifications

- Possess a bachelor’s degree in Finance, Commerce, Business, Economics, Real Estate, Accounting, or a related field.
- Two to five years of experience in real estate private equity, asset management, real estate acquisitions, valuation/advisory, commercial lending or commercial real estate investments.
- Robust understanding of commercial real estate valuation and investment principles.
- Advanced proficiency in Microsoft Excel, including complex financial modeling and scenario analysis.
- Strong PowerPoint and presentation skills.
- Excellent analytical, quantitative, written, and verbal communication skills.
- High attention to detail with strong organizational and time-management abilities.
- Ability to manage multiple priorities in a fast-paced environment.
- A solid understanding of investment fundamentals and Canadian real estate market dynamics
- Experience within multifamily, industrial, retail, office, mixed-use or development projects is preferred.
- Working experience with artificial intelligence tools and systems is an asset.

📌 Associate, Asset Management & Investments (Greater Toronto Area)
🏢 Montcrest Asset Management
📍 Greater Toronto Area