Associate Investment Relations - Real Estate

Job Overview:
This dual-focused role bridges investor relations and real estate finance, combining debt and equity capital raising, stakeholder management, investor communications, and financial analysis for development projects. The Associate will cultivate investor/lender relationships, support investment activities, and provide strategic insights to senior leadership, ensuring alignment between investment performance and stakeholder expectations.

Key Responsibilities:
1. Investor Relations and Capital Raising

• Serve as the primary contact for institutional investors, managing inquiries on project status, investment performance, market updates, risk exposure and hedging mechanisms, and return projections.
• Prepare and distribute quarterly investor reports, pitch decks, due diligence materials for capital raising, and other investment-related documentation as needed
• Foster and maintain strong relationships with joint-venture partners, high-net-worth individuals, family offices, and institutional investors.
• Maintain CRM systems to track interactions and fundraising pipelines.
• Support capital raising initiatives by coordinating due diligence requests and managing investor data rooms.
• Coordinate execution of investor documentation, including subscription agreements, shareholder agreements, and other legal contracts.

2. Real Estate Finance & Underwriting

• Support underwriting for both CMHC and conventional debt financing (construction loan, term mortgages, corporate credit facilities) and equity investments.
• Conduct due diligence: market studies, budget reviews, lease analyses, and borrower financial statement assessments.
• Monitor portfolio risks, including covenant compliance, maturity rollovers, and operator/property performance.
• Collaborate with asset management to align investor reporting with asset-level performance.

3. Market Analysis & Performance Tracking

• Research real estate trends (multifamily, industrial, affordable housing) and benchmark against indices.
• Analyze macroeconomic and sector-specific risks to inform investor communications and underwriting.
• Assist in tracking performance metrics of active investments and comparing outcomes to proforma projections.
• Aggregate and analyze project performance data to generate insights for investor discussions and strategic decisions.
• Support internal reviews and audits related to investor contributions and distributions.

4. Cross-Functional Collaboration

• Partner with finance, acquisitions, and legal teams to structure transactions and ensure regulatory compliance.
• Liaise with external stakeholders (appraisers, environmental consultants) to complete due diligence.
• Assist senior leaders in ad-hoc projects (e.g., new fund launches, refinancing strategies).

Qualifications & Skills:

• Education: Bachelor’s in Finance, Real Estate, Civil Engineering or Business. MBA/CFA/CPA or progress toward designation is a bonus.
• Experience: 5+ years in real estate finance, investor relations, private equity, or investment banking, exposure to underwriting is a plus.
• Technical Skills:

• Advanced Excel (DCF, LBO models, VBA) and PowerPoint skills.
• Familiarity with loan documents (term sheets, credit agreements) and regulatory frameworks (OSC, REIT compliance).
• Soft Skills:

• Exceptional communication skills.
• Strong analytical and risk management abilities.
• Ability to multitask in a fast-paced environment.

Preferred Qualifications:

• Experience with affordable housing financing (e.g., CMHC programs) or ESG-linked investments.
• Existing network with Canadian institutional investors/lenders.
• Knowledge of Ontario real estate regulations.