Analyst, Investor Relations and Capital Formation - Toronto, Canada - Fengate Asset Management

Fengate Asset Management

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

KEY RESPONSIBILITIES

Help to support and deliver on client service activities of the firm as a collaborative team member of the Investor Relations and Capital Formation Group
Prepare responses to investor inquiries while ensuring quality and consistently of responses
Prepare presentations for capital raising activities, investor updates, and conferences
Manage the preparation and dissemination of external communication materials
Maintain the client relationship management database
Work alongside senior leadership to assist with special projects as they arise

Requirements:

KEY QUALIFICATIONS

An undergraduate university degree in Business/Finance with an excellent academic background
A professional designation in accounting or finance (such as CPA or CFA) would be an asset, but not required
Strong written and verbal communication skills
Demonstrated competence with Microsoft PowerPoint, Excel, and Word
Experience in asset management, private equity, or with institutional investors would be an asset, but not required
Experience with Salesforce of similar CRM software a plus

CORE COMPETENCIES
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Being Authentic

Inspiring trust and being courageous.

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Focusing on Performance

Being accountable and driving results.

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Understanding Stakeholders

Knowing the needs of those who rely on you.

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Building Effective Relationships

Collaboration and communication.

Fengate is an equal opportunity employer, we strive to attract and retain a diverse workforce and are committed to promoting diversity, equity, inclusion, and belonging in the workplace.

It is a core priority at Fengate to create, operate with, and continuously grow and sustain an inclusive culture that respects and connects the diversity of our team, our clients, our partners, and the communities we work in.

We are committed to providing accommodation for persons with disabilities. If you require accommodation, we will work with you to meet your needs.