Manager, Investment Finance

About the Role

The Manager of Investment Finance is an integral role within the Investment Finance and Asset Management Teams, and reports into the Vice President of Investment Finance and Asset Management. This role is responsible for delivery of timely and accurate internal and external financial and operational reporting for capital raise initiatives and portfolio value optimization strategies for the Equiton Group of companies.

This position will collaborate with various teams including Acquisitions, Development, Property Management & Operations, Asset Management, Legal, Institutional Fund Raise, Marketing and Accounting to deliver strategic analysis while applying best practices in all Equiton financial reporting.

This is a full-time in office position at our Burlington, Ontario office.

Key Functions and Responsibilities:

• Establish, monitor and manage internal portfolio level financial and operational performance and key performance indicators reporting
• Review financial and performance metrics prepared for quarterly reporting purposes for accuracy and ensuring reporting timelines are met
• Assist with customized financial and operational metrics required for Investor fund-raising initiatives and reporting
• Participate in preparation of fund-raising presentations and other materials
• Develop tools for data warehousing, property level benchmark tracking and provide access to real time market research for business intelligence
• Analyze financial market and other benchmark data for decision-making support
• Provide analytical and market data support to Asset Management and Operations teams
• Increase productivity by developing automated reporting/forecasting tools
• Work with marketing group on external industry focused publications
• Ensuring compliance with industry standards and rules, as well as government requirements
• Ad hoc requests from CFO, Finance and Institutional Investments Team

Required Skills and Abilities:

• Proven strategic analysis and ability to run complex models
• High attention to detail and commitment to accuracy
• Excellent organization, prioritizing and problem-solving skills
• Strong written and verbal communication skills
• Ambition and the desire to learn and continue to grow
• Flexibility, and the ability to manage changing priorities
• Excellent interpersonal and communication skills (verbal and written)

Education and Experience:

• Bachelor’s degree in Business, Finance or related field of study
• CFA or CPA or in process
• A minimum of 5 years’ experience
• Understanding of IFRS, GAAP and auditing standards
• Proficient in Microsoft Office Suite and accounting software, preferably Yardi
• Experienced in the real estate industry and working within an institutional investment environment
• Strong experience in both financial reporting and financial modelling is required

The expected annualized base salary range for this position is $100,000 to $115,000 plus a discretionary bonus. The actual base salary offered will take into consideration factors including, but not limited to, the individual’s skill, experience, and relevant education or training.

About Us

Founded in 2015, Equiton is one of Canada’s fastest-growing private equity firms, helping Canadians build wealth through high-quality real estate investments. Our mission is to make private real estate accessible to more Canadians, and our team is the driving force behind our success.

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Why Equiton?

Our culture is built on integrity, accountability, and innovation. We empower our team to take initiative, think independently, and grow personally and professionally. To learn more about our core values, click here.

Our Commitment to Diversity, Equity & Inclusion

We’re an equal opportunity employer committed to building a diverse, inclusive, and accessible workplace where everyone feels valued and supported. If you need accommodation during the hiring process, please let us know. We’re happy to help.

Only those selected for an interview will be contacted.

Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.

Artificial Intelligence

As part of our recruitment process, we may use artificial intelligence (AI) tools to support activities such as resume screening, interview scheduling, note-taking, and candidate evaluation. AI-assisted tools are used to help improve efficiency and consistency; however, all hiring decisions are made by qualified members of our hiring team. We are committed to ensuring a fair, inclusive, and human-centered recruitment process.