Forum Asset Management – Associate, 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 30+ 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 $4 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 Accommodations (PBSA) in Canada. Our open-ended Real Estate Income and Impact Fund (REIIF) is now over $2.9 billion, backed by a $4.0 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.

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:

Forum Asset Management is seeking an Associate,



Investments and Asset Management to support the underwriting, due diligence and execution of new real estate investments across REIIF, Forum's development pipeline and self-storage platform, reporting to the VP, Real Estate Investments & Acquisitions. Based in our Toronto office, this role will be a key member of the Real Estate Investments team and will contribute to driving investment performance and disciplined growth across multiple real estate asset classes.

This is a hands-on role for an investment professional who has a strong foundation in real estate investing. Working alongside senior team members, you will build financial models, manage a due diligence process, prepare investment committee materials and support closing on opportunities across the risk spectrum from core to opportunistic strategies. This role will focus on multiple alternative real estate asset classes across Canada with an emphasis on Ontario and including self-storage, student-housing, seniors housing and MHC. You will work closely with the development, asset management, capital markets and finance teams, and contribute to the analysis that informs senior leadership's investment decisions.

Key Duties and Responsibilities:

Acquisitions, Underwriting & Execution

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- Support the underwriting of acquisitions, developments, recapitalizations and portfolio transactions,



from initial screening through closing.

- Build and maintain financial models, including discounted cash flow, valuation, development proformas, equity waterfalls, and sensitivity and scenario analyses.

- Evaluate on-campus PBSA opportunities, including market sizing, enrolment and demand analysis, competitive set review and operating assumptions.

- Help coordinate due diligence with internal teams and external advisors, including brokers, lenders, appraisers, legal counsel and consultants, and track closing deliverables.

- Coordinate the capital stack for new investments and support loan closings, liaising with lenders and appraisers and working across internal teams to meet financing timelines.

- Help prepare investment committee memoranda and presentations for internal approvals and senior leadership review.

Development & Market Analysis

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- Support the assessment of development feasibility and investment economics, including approval and construction timelines, soft and hard cost assumptions and key milestones.

- Maintain active development project proformas, including updating actuals, revising forecasts, and performing variance and scenario analyses.

- Conduct comparable and market research on sales and lease rates, cap rates, construction costs and policy changes at all levels of government to support investment theses.

Portfolio, Financings & Reporting

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- Support asset-level and portfolio-level analysis across REIIF, including budgeting, forecasting, hold-sell analysis, and tracking of leasing, occupancy, NOI and capital expenditure.

📌 Associate, Investments and Asset Management (Canada)
🏢 Forum Asset Management,llc
📍 Canada