Jobs Companies Fengate Asset Management Financial Analyst, FP&A (Future Opportunities)

About this Financial Analyst, FP&A (Future Opportunities) role at Fengate Asset Management

Fengate Asset Management · Oakville, Ontario, Canada

OPPORTUNITY

The individual will be responsible for the end-to-end financial forecasting, planning and budgeting processes, operating plan variance analyses, investor return analysis, quarterly valuations, and internal monthly reporting dashboards. This role will have the opportunity to interact closely with the Asset Management and Reporting teams.

The successful candidate will be a self-starter and genuinely curious; that enjoys working in a fast-paced environment; has the ability to stay organized and efficiently prioritize and work under tight timelines. The individual is process oriented with a high sense of ownership in their work; and eager to learn all aspects of a career in FP&A.

Please note the purpose for this job posting is for future opportunities and not a current vacancy. 

Role Allocation

Infrastructure: This role will support fund operations, investor and internal reporting, financial analysis, tax, treasury and liquidity management, and compliance of Fengate’s Infrastructure Funds. This role will interact closely with the asset management team, investment team, the fund administrator, investor relations team, tax team and external investors

Real Estate: The individual will be responsible for the end-to-end financial forecasting, planning and budgeting processes, variance analysis, investor return analysis, quarterly valuations, and internal monthly reporting dashboards.

KEY RESPONSIBILITIES

  • Ownership of the projects’ financial and compliance requirements, and acting as the finance first point of contact for the Value Creation & Asset Management, Fund Reporting and Financial Reporting teams
  • Working with the Value Creation & Asset Management team to manage the operational financial models for the projects and related analysis, including managing valuations.
  • Maintenance of monthly performance reporting including analysis and commentary on KPI’s to provide insight into budget variances and market trends.
  • Continuous automation and process improvement to enable more efficient and accurate workflows, and to reduce risk of error.
  • Understand and model the impacts of revenue and cost assumption changes to forecasts and budgets.
  • Maintain and enhance financial models to project key performance metrics such as cash flow, margin returns, operating returns, IRR, ROIC, MOIC, NPV, etc.
  • Assist with ad-hoc investor requests, project analysis, and portfolio-level analysis as required.

Requirements

KEY QUALIFICATIONS

  • Undergraduate degree completed in accounting or finance is required.
  • Further education and/or working towards finance/accounting designations (i.e., enrollment in programs such as CPA).
  • Strong excel modelling and analytical skills.
  • Genuinely curious with a desire to understand key metrics and drivers.
  • Minimum of one to two years with development or corporate or real estate accounting or FP&A experience is an asset.
  • Experience with PowerBI dashboarding is an asset.
  • Experience in Yardi or another asset management/ERP system is an asset.
  • Excellent communication skills, proactive nature, team player, desire to deliver highest and best results.
  • Ability to form collaborative working relationships and foster great culture

CORE COMPETENCIES

Being Authentic –Inspiring trust and being courageous.

Focusing on Performance –Being accountable and driving results.

Understanding Stakeholders – Knowing the needs of those who rely on you.

Building Effective Relationships – Collaboration and communication.

Hybrid: 2-3 days in office

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.

We thank all applicants for their interest in this position; however only candidates selected for an interview will be contacted

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About Fengate Asset Management

Fengate Asset Management (Fengate) is a leading alternative investment manager focused on infrastructure, private equity, and real estate strategies. Founded in 1974 in Hamilton, Ontario, and currently with offices in Ontario and Texas and 190+ team members across North America, Fengate has built success and a trusted reputation with investors and industry partners. The firm currently manages over C$7 billion in capital commitments in support of more than C$35 billion in gross asset value, on behalf of over 50 institutional investors across North America, Europe, and Asia.


The firm believes that acting responsibly to its stakeholders and communities is fundamental. Fengate is a signatory of both the Institutional Limited Partners Association (ILPA) Diversity in Action initiative and the United Nations-supported Principles for Responsible Investment, integrating environmental, social and governance (ESG) principles into all stages of the firm’s investment process. In 2021, Fengate established its ESG Committee and its EBID (Equity, Belonging, Inclusion and Diversity) Think Tank, consisting of leaders and employees of all backgrounds and levels throughout our firm, to advance and govern our ESG and EBID objectives.


Fengate has achieved Platinum Club member status as one of Canada’s Best Managed Companies, retaining this designation since 2007, and has been certified as a Great Place to Work®. Over the past year, Fengate was named one of Canada’s Best Workplaces™ and as a Best Workplace™ for Financial Services & Insurance, Inclusion, Women, Today’s Youth, Professional Development, and Ontario, and as one of Best Workplaces™ with Most Trusted Executive Teams.


The firm has also been recognized with Waterstone Human Capital’s 2022 Most Admired Corporate Cultures™ award. This program recognizes best-in-class organizations for having cultures that have helped them enhance performance and sustain a competitive advantage. Only 50 organizations are awarded this prestigious corporate culture award each year.


AREAS OF BUSINESS

1. Real Estate

Since 1974, and with 20 years of experience managing institutional capital, Fengate Real Estate has been developing and managing real estate assets across commercial and residential asset classes and the risk-return spectrum. To-date, Fengate Real Estate has completed over 75 property and investment transactions, which total more than C$11 billion of competed value, including C$4 billion under development.

2. Infrastructure

In 2006, Fengate established its first infrastructure fund with a mandate to invest in infrastructure investments in Canada. Today, Fengate has invested in over 45 assets which total more than C$25 billion of gross asset value in the social, transportation, energy transition and digital infrastructure sectors in Canada and the United States.

3. Private Equity

In 2016, Fengate launched its private equity platform to provide growth capital and partner with entrepreneurs to create lasting positive change in their businesses by realizing their growth ambitions. To-date, Fengate Private Equity has made seven investments, 20 add-ons and exited three businesses delivering top-quartile performance.

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