Manager, Investment Finance

Manager, Investment Finance

About Equiton:

Founded in 2015, Equiton is a recognized leader in private equity investments with over 1 billion CAD in Assets Under Management (AUM). Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. We have discovered that finding the right opportunities involves time, experience, and discipline. Our strategy is always forward-looking, anticipating trends and adapting our selection to strengthen our market position, capitalizing on value creation opportunities, and building the most robust portfolio possible for our investors. We attract exceptionally talented people and create an atmosphere that rewards initiative, independent thinking, and integrity.

Our Culture:

At Equiton, our culture is the cornerstone of our success. We prioritize our people, recognizing their contributions by fostering an environment where initiative, integrity, and innovation thrive. With a commitment to employee well-being, continuous learning, and community engagement, we cultivate a dynamic workplace that empowers individuals to realize their full potential while driving our collective growth towards shared aspirations.

About the Position:

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. 

 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 in process
• A minimum of 5 years’ experience
• Understand of IFRS, GAAP and auditing standards
• Proficient in Microsoft Office Suite and accounting software
• Experienced in the real estate industry and working within an institutional investment environment
• Strong experience in both financial reporting and financial modelling is required

Our Commitment to Diversity, Equity and Inclusion:

In addition to being dedicated to building a workforce that leverages diverse talent, we are committed to fostering an inclusive and accessible experience where all employees feel valued, respected and supported. We are an equal opportunity employer that values a culture that reflects and celebrates diversity of thought, background, and experience. If you require accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know, so that we will work with you to meet your needs. We thank you for applying, however, only those selected to continue will be contacted.

Our Core Values:

• Integrity

Rigorous adherence to a set of moral and ethical standards focused on respect, honesty, and fairness.

• Accountability

Individual responsibility for delivering on our commitments and being accountable for our decisions, actions, and results.

• Expertise

Offering the highest level of professional expertise, quality service and knowledgeable insights.

• Customer Focused

We recognize our customers are the reason for our success and know by putting their needs first, we foster trusting, long-term relationships.

• Entrepreneurial Spirit

Focusing on a growth mindset, continuous improvement, embracing change, and recognizing goals are achieved through dedication and hard work.

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