02 Nov
|
McConnell Foundation
|
Toronto
02 Nov
McConnell Foundation
Toronto
About the Foundation
The McConnell Foundation is a private Canadian foundation that strives for a resilient, inclusive and sustainable society that can successfully address its complex challenges.
The successful candidate will join a dynamic team that supports diverse and innovative approaches to address community resilience, reconciliation, and climate change. We do so through funding and investment partnerships, convening, advocating, and collaborating with the public, private and non-profit sectors.
Position Summary
The Investment Associate conducts due diligence on investments, data analysis, quarterly reporting, and impact and portfolio management. You will contribute to investment and impact reporting, while supporting the team's overall goals and initiatives as we build a 100% impact investment portfolio and implement our Net Zero Carbon Action Plan.
The application process closes at noon on November 17, 2026. The first round of interviews will take place the week of November 23, 2026 and the estimated start date is Monday, January 11, 2026.
Location: Toronto, Ontario
Mode: Hybrid, 3 days in the office
Employment Type: Full-Time, Permanent
Supervisor: Senior Director, Investments
Department and Team: Investments
Hiring Salary Range (90-95%): $82,540 - $86,885
Main Responsibilities
Portfolio Management and Due Diligence (50%)
- Manages a portfolio of investments, including building and maintaining relationships with portfolio fund managers, and monitoring and evaluating financial and impact performance of investments.
- Assists in all aspects of investment sourcing, research, due diligence, and completion of investment transactions.
- Reviews management fee invoices, expense reports and payables.
- Oversees operational transactions, account balances and correspondence for a portfolio of investments.
Monitoring and Reporting (30%)
- Supports the Investment Team in further developing and delivering its approach to impact reporting across several internal and external stakeholders and products, such as McConnell’s Annual Report, McConnell’s Impact Report annual carbon emissions assessment, and annual UNPRI reporting.
- Assists in the preparation, and presentation of quarterly investment reports for the Impact Advisory Committee (IAC), the Investment Committee (IC), and the Board.
Crosscutting Responsibilities (20%)
- Collaborates with all members of the investment team to drive optimum impact and effectiveness.
- Supports the growth of impact investing in Canada and internationally by liaising with external partners and stakeholders.
- Develops and recommends enhancements to investment portfolio performance measurement from both financial and impact perspectives.
- Assists with compliance and supports in preparing for the annual audit, regulatory filings and investment accounting.
Position Requirements
- Bachelor's degree in relevant discipline, such as finance, economics, sustainability.
- 3 to 6 years of progressive experience in investment management.
- Meaningful or concrete experience and interest working in impact investing, social finance, ESG, responsible investing, and systems thinking.
- Bilingualism in English and French at a minimum B2 proficiency level.
Asset Qualifications
- CFA, CAIA or progress toward one of these or another relevant designation
- Investment structuring experience
- Data management and structuring
- Experience with impact monitoring and measurement (IMM), assessing relevant social and environmental objectives, and impact performance
Skills and Aptitudes Required
- Proficiency with standard workplace technologies and software applications, including excel for financial modeling.
- Strong analytical, problem-solving, judgement, and decision-making skills.
- Excellent planning, organizational, and project coordination abilities, with the capacity to manage multiple competing priorities.
- Strong communication, negotiation, influencing, and stakeholder relationship management skills.
- Ability to work independently while demonstrating initiative, adaptability, collaboration, and sound qualified judgement.
- High attention to detail, accuracy, and follow-through.
- Ability to maintain focus and productivity during sustained periods of knowledge-based work.
- Alignment with the Foundation’s values and mission.
- A commitment to equity, diversity, inclusion, and reconciliation.
Benefits
- Generous, fully paid benefits and a health spending account.
- Simplified pension employer matc
📌 Investment Associate | Associé.e, investissements (Toronto)
🏢 McConnell Foundation
📍 Toronto