43 Alternative Investments jobs in Canada

Analyst, Private Infrastructure Investments- CBRE Investment Management
Job ID
208124
Posted
29-May-2025
Service line
REI Segment
Role type
Full-time
Areas of Interest
Investment Management
Location(s)
Toronto - Ontario - Canada
CBRE Investment Management is a leading global real assets investment management firm with $148.3 billion in assets under management as of September 30, 2024, operating in more than 30 offices and 20 countries around the world. Through its investor-operator culture, the firm seeks to deliver sustainable investment solutions across real assets categories, geographies, risk profiles and execution formats so that its clients, people and communities thrive.
CBRE Investment Management is an independently operated affiliate of CBRE Group, Inc. (NYSE:CBRE), the world's largest commercial real estate services and investment firm (based on 2023 revenue). The company has more than 130,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE Investment Management harnesses CBRE's data and market insights, investment sourcing and other resources for the benefit of its clients. For more information, please visit position will be working in our Toronto office within the Private Infrastructure business of CBRE Investment Management. The Private Infrastructure team creates long-term value for its fund and separate account clients by sourcing, acquiring and managing high-quality investments and building comprehensive infrastructure portfolios. Today the dedicated team of over 70 professionals in Toronto, London, and Sydney invest approximately US$9.8 billion on behalf of institutional investors globally.
About the Role
As a member of the Investment Team, the Analyst, Private Infrastructure will play a key role investing in global infrastructure assets on behalf of our flagship fund and separately managed accounts. The Analyst, Private Infrastructure will have the opportunity to work across our direct and indirect businesses and gain exposure to direct transactions, co-investments, primary fund commitments and secondary opportunities. Working closely with senior investment professionals, Analysts play an important role in sourcing, diligencing, closing and managing global infrastructure investments.
What you'll do
-Assist in the preparation of detailed investment recommendations outlining key elements of the investment thesis, including an assessment of the relevant merits and risks of each investment, supported by in-depth research and analysis of market and industry trends, track record evaluation, competitor analysis and other factors in support of the investment thesis
-Assist in all aspects of the investment process including sourcing, due diligence, structuring, negotiations, and closing of both direct and indirect investments.
-Conduct market and industry research, perform valuation and track record analysis and create detailed financial models
-Participate in various facets of portfolio management including portfolio construction, investment pacing, allocation analysis, performance analytics and investment monitoring
-Participate in all facets of asset management, including establishing and reviewing company strategy, reviewing management reporting, attending management and board meetings, recruiting new management team members, and assisting with follow-on investment opportunities.
-Assist in the development of private markets investment strategies, including preparing strategy materials for senior management and investment committees, and as required, play a supporting role in various business development initiatives for the firm
-Conduct research for ad hoc projects, including changes in industry trends
-Meet with and assess fund managers and management teams, assist in the implementation and maintenance of new investment management systems, manage the pipeline of investment opportunities and create reports to guide discussions at weekly team meetings
What you'll need
-Minimum of one year of relevant front office investment experience in investment banking, infrastructure investing or private markets required; those with advisory experience in a consulting firm will be considered; recent grads need to have the same type of investment experience during summer internships or co-op terms
-Recent completion of a university degree in Commerce, Finance or Business Administration with excellent academic record
-Exceptional written and oral communication skills, intellectual agility, and the ability to manage multiple workstreams simultaneously
-Well-developed qualitative and quantitative analytical skills; demonstrated strong financial modelling, valuation, and due diligence capabilities
-Highly proficient in Excel with advanced abilities in Word and PowerPoint applications
-Completion of, or enrolment in, a professional designation (e.g. CFA, CPA) and/or MBA and/or fluency in multiple languages are each considered an asset.
#CBREIM
#INDSJ
**Equal Employment Opportunity Statement:** CBRE is an equal opportunity employer who welcomes and encourages application from all persons regardless of race, creed, ancestry, national or ethnic origin, colour, age, religion, sex, sexual orientation, family status, gender identity or expression, disability or any other status or condition protected by applicable federal, provincial or territorial law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individual with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at Via telephone at +1 (Canada) and +1 (U.S.)
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.
At Broadridge, we are at the forefront of innovation, driving transformation across the financial services industry with our cutting-edge technology solutions. Our team is dedicated to solving complex business challenges through a collaborative, inclusive, and agile environment. Join us and be part of a dynamic company where your ideas and contributions truly matter.
Broadridge Financial Solutions is seeking a highly skilled and experienced VP, Investment Management Architect to join our team. In this role, you will play a pivotal role in designing, implementing, and overseeing the technical architecture of investment management systems. This role requires deep expertise in both investment management processes and technology solutions, ensuring that the systems support Broadridge strategic goals and optimize operational efficiency.
Key Job Functions/Responsibilities:
+ Architecture Design:
+ Develop and maintain a comprehensive architecture strategy for the firms investment management systems.
+ Ensure that the architecture aligns with the firms investment strategies, regulatory requirements, and business objectives .
+ Evaluate and recommend new technologies , platforms, and tools to enhance the investment management processes.
+ System Implementation:
+ Lead the implementation and integration of investment management systems, including portfolio management, risk management, trading, and reporting systems.
+ Ensure seamless data flow between systems, ensuring data accuracy, consistency, and availability for investment decision-making.
+ Collaboration & Stakeholder Management:
+ Work closely with portfolio managers, analysts, traders, and risk managers to understand their needs and translate them into technical solutions.
+ Liaise with IT teams to ensure the alignment of investment management systems with broader IT infrastructure.
+ Manage relationships with external vendors, ensuring that third-party solutions meet the firms technical and operational requirements.
+ Performance Optimization:
+ Continuously monitor and optimize the performance of investment management systems, identifying and resolving bottlenecks or inefficiencies.
+ Implement best practices in system performance, scalability, and security.
+ Compliance & Risk Management:
+ Ensure that all systems comply with relevant regulatory requirements and industry standards.
+ Implement robust security measures to protect sensitive investment data and systems.
+ Innovation & Continuous Improvement:
+ Stay abreast of industry trends, emerging technologies, and best practices in investment management and technology.
+ Lead initiatives for process improvement, automation, and digital transformation within the investment management function.
Basic Skill Level Requirements
+ Bachelors degree in Computer Science , Information Technology, Finance, or a related field. A masters degree is preferred.
+ 7+ years of experience in investment management technology, with a focus on architecture, systems integration, and implementation.
+ Strong experience with investment management platforms (e.g., Bloomberg AIM, BlackRock Aladdin, Charles River).
+ Proven track record of designing and implementing scalable, secure, and high-performance investment management systems.
+ Deep understanding of investment management processes, including portfolio management, trading, compliance, and risk management.
+ Proficiency in data architecture, cloud computing, and cybersecurity principles.
+ Strong knowledge of programming languages (e.g., Python, Java) and database management systems.
+ Excellent communication and stakeholder management skills.
+ Strong problem-solving abilities and attention to detail.
+ Ability to work collaboratively in a fast-paced environment.
Salary Range: $225,000 to $250,000 Annual
Bonus Eligible
Please visit for more information on our comprehensive benefit offerings.
Compensation may vary outside of this range depending on a number of factors, including a candidates qualifications, skills, competencies and experience, and location. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses/incentives, and restricted stock units.
#LI-NO1
#LI-NO1
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyones unique perspective.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
US applicants: Clickhere ( to view the EEOC " Know Your Rights " poster.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at or by sending an email to .
Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference ( . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.
LinkedIn ( ( ( Muse ( is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive , and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.

Job Title: Senior Fund Accountant
Job Description
The Senior Associate, Middle Office Operations is responsible for providing comprehensive support to the private equity investment team. This role encompasses the daily management of assets and periodic reporting to stakeholders. Adaptability to new requests and requirements is essential for success. Core functions include the preparation and review of internal and external reports, along with various analytical tasks.
Responsibilities
+ Provide analytical support for the management of the private equity portfolio, including performance calculations, attribution/exposure analysis, and preparation of presentations for clients and external stakeholders.
+ Collaborate with valuation and private equity teams quarterly to prepare detailed valuation reports for direct and co-investments.
+ Prepare quarterly performance reports to meet internal and external reporting requirements.
+ Collect, analyze, and interpret data points such as AUM, Invested Capital, IRR, and TWRR for reporting purposes.
+ Contribute to annual emissions initiatives and perform ad-hoc duties as assigned.
+ Support system implementation by gathering business requirements and assisting with test case development and execution.
+ Assist in cash forecasting for investment capital activities to support liquidity management processes.
+ Analyze fund fees and investment-related expenses to identify trends and opportunities.
+ Coordinate information flow within the organization to optimize communication with the investment team.
+ Develop, enhance, and document operational workflows and procedures as needed.
Essential Skills
+ 3-5+ years experience in investment management, private markets investments, or investment operations.
+ Advanced Excel skills, including VLOOKUPS, Pivots, and complex formulas.
+ Professional designations such as CPA, CFA, or CAIA, or near completion of these certifications.
Additional Skills & Qualifications
+ Experience in valuations and portfolio analytics/reporting.
+ Experience with private equity asset classes and private market valuations.
+ Proficiency in reporting metrics such as AUM, Invested Capital, IRR, and TWRR.
+ Degree in Accounting, Business, Finance, or a related discipline.
+ Experience with VBAs or Macros, SAP, E Front, or Invest Tran systems.
+ Experience with DCF calculations.
+ Soft skills: self-driven, strong work ethic, passion for learning, and collaborative.
Work Environment
The position reports to the Senior Manager, Private Equity. The work schedule is 8:30 AM to 5 PM, with flexibility on start and end times, as long as tasks are completed.
Pay and Benefits
The pay range for this position is $40.00 - $43.00/hr.
Workplace Type
This is a hybrid position in Toronto,ON.
À propos d'Aston Carter:
Aston?Carter fournit des solutions de talent de classe mondiale à des milliers de clients à travers le monde. Spécialisés dans la comptabilité, la finance, les ressources humaines, l'acquisition de talents, la chaîne d'approvisionnement et certaines professions administratives, nous étendons les capacités des entreprises à la pointe de l'industrie. Nous nous appuyons sur notre profonde expertise en matière de recrutement et sur notre réseau expansif pour répondre aux besoins évolutifs de nos clients et de notre communauté de talents avec agilité et excellence. Avec des bureaux aux États-Unis, au Canada, en Asie-Pacifique et en Europe, Aston Carter est au service d'un grand nombre d'entreprises du Fortune?500. Nous sommes fiers d'avoir remporté le double diamant ClearlyRated Best of Staffing® pour notre service aux clients et aux talents.
Aston Carter est un employeur souscrivant au principe de l'égalité des chances et accepte toutes les candidatures sans tenir compte de la race, du sexe, de l'âge, de la couleur, de la religion, des origines nationales, du statut d'ancien combattant, d'un handicap, de l'orientation sexuelle, de l'identité sexuelle, des renseignements génétiques ou de toute autre caractéristique protégée par la loi.
Si vous souhaitez faire une demande d'accommodement raisonnable, tel que la modification ou l'ajustement du processus de demande d'emploi ou d'entrevue à cause d'un handicap, veuillez envoyer un courriel à (% ) pour connaître d'autres options d'accommodement.
About Aston Carter:
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email (% ) for other accommodation options.

Current job opportunities are posted here as they become available.

Private Equity - Senior Associate -

The Senior Associate is responsible for supporting investment origination, due diligence, structuring, execution and management of portfolio companies. They take an active role with Partners and Managing Directors to own the planning and management of due diligence and execution. The Senior Associate will gain exposure to the Board of Directors of portfolio companies and interact with their management teams on an ongoing basis to assist in the execution of growth plans, improvement of operations and overall value creation. The Senior Associate will develop a strong expertise in the portfolio companies in which s/he is involved and will use this experience in developing the growth and exit plans for these investments, and to create the analytic reporting to monitor company performance.

KEY RESPONSIBILITIES:

• Due diligence and transaction execution
  • Key member of the deal team throughout the entire process with the support of senior Clairvest resources;
  • Key supporting role in the due diligence and assessment of the investment risks and opportunities and management of external resources (including, quality of earnings, tax, legal, environmental, etc.);
  • Support on-site due diligence meetings with the management teams and advisors; and
  • Take active role in formulating the post-acquisition planning (100-day plan).
• Investment management
  • Work as a partner to the portfolio companies. Play an active role - together with company management and senior Clairvest resources - in the development and execution of their long-term strategic plans;
  • Maintain relationships with management of portfolio companies via regular phone calls, on-site meetings and presence at the Board of Directors meetings (typically in a Board observer role);
  • Remain current on market trends (through both primary and secondary sources) and the competitive landscape and their impact on portfolio companies;
  • Develop and maintain ongoing reporting to monitor financial and operating performance of portfolio companies:
  • Monitor financial performance and cost optimization by participating in the budgeting process and review of operational expenses.
  • Prepare reports at least quarterly outlining the performance of portfolio companies along with an update of their business plans.
  • Support portfolio company review and execution of tuck-in acquisitions
  • Maintain relationships with key external stakeholders including bankers, accountants, lawyers and tax professionals.
• Origination and Sourcing - Year 2 and beyond
  • Foster long-term relationships with industry participants such as entrepreneurs and brokers in select domains to position Clairvest as the partner of choice for high-quality investments;
  • Promote the visibility of the firm at events and tradeshows;
  • Develop theses and ideas on attractive sectors to pursue for new investments; and
  • Manage potential prospects via Clairvest's CRM platform.
• Viewed as trusted resource internally and a trusted partner of the portfolio company management.
• Strong desire to learn all attributes of private equity and the Clairvest approach

QUALIFICATIONS:

Three to five years of relevant experience (in either or both operating and advisory capacities) in one or more of the following areas:

• investment banking; and

Superior analytical skills with the ability to prepare in-depth financial and risk analysis; Strong communication skills, both written and oral. Demonstrated ability to influence and engage senior leadership.

MBA/Post graduate education from top tier institution. Professional designation (CFA, CA, CPA) an asset. Proficiency with Excel modelling.

Ethics and personal integrity.

Self-motivated, entrepreneurial and hands-on investor who understands ground reality and has a "roll-up the sleeves" approach. Resourceful and flexible. Able to manage multiple priorities at the same time.

Intellectually curious, creative thinker, and comfortable with ambiguity.

Demonstrated team player with a collaborative and low-ego working style which will assimilate easily into the Clairvest culture.

Pleasant and engaging personality that commands attention and respect, combined with the ability to communicate complex ideas concisely and clearly.

Tenacity and commitment in the face of protracted efforts

Please note, our team works in person in the office at Yonge and St. Clair

Job Description

Job Description

Ready to take your success to the next level—with a firm that shares your drive? At Skyline, we're looking for a standout Relationship Manager who's already thriving in high-net-worth sales—and now wants the platform, prestige, and performance history to match. You're more than just a top producer; you're a trusted advisor who knows that lasting client relationships are built on trust, integrity, and results. If you're ready to represent exclusive investment opportunities backed by a 26-year track record and a nationally respected brand, this could be your next big move. 

What You'll Be Doing:

As a Relationship Manager, Private Equity  you'll play a critical role in driving growth through trusted, long-term investor relationships. You'll work directly with accredited investors across Canada, providing personalized guidance on how Skyline's exclusive private real estate and renewable energy funds can complement and strengthen their portfolios. Your responsibilities will include:

• Converting qualified, warm investor leads into long-term relationships through one-on-one conversations, tailored presentations, and in-person meetings.
• Consulting with high-net-worth investors to understand their financial goals and position Skyline's offerings as part of a long-term wealth strategy.
• Collaborating with internal teams to ensure a seamless onboarding experience and exceptional ongoing service.
• Representing Skyline at investor events and private engagements, further establishing your presence as a trusted Relationship Manager in the alternative investment space.

Why Join Skyline?

Your Earning Potential & Growth are SkyHigh

• Start Strong:  Begin with an active book of investors—you won't be starting from scratch. With a supportive sales environment and warm leads, all Relationship Managers are supported in building their books.
• Impact-driven Earnings : Our uncapped, performance-based compensation rewards professionals who deliver. High investor engagement and streamlined onboarding mean fewer obstacles between conversation and close. 
• Clear Benchmarks : Transparent targets and performance reviews help you track your success from year 1.
• Professional Development : Access to ongoing mentorship, private equity training, sales enabled tools, and marketing support to grow your expertise and impact.

We're Relationship-Focused, Not Transactional

• Value Over Volume : We emphasize education and consultative engagement over hard selling. Your job is to guide—not pitch.
• Exclusive Leads : No cold—calling leads are pre-qualified through strategic digital campaigns and referrals, and once assigned, they're yours.
• Support at Every Stage : Our dedicated Associate team manages documentation, compliance, and onboarding—so you can stay focused on what you do best: building trusting, closing business, and deepening investor engagement. 
• A National Market : While many Relationship Managers are limited by regional saturation, Skyline gives you access to high-net-worth-investors across the country—particularly in under-served markets with untapped potential. 

Our Team Stands Out

• Proven Success : Over $9 billion in assets under management and 26 years of strong performance in real estate and renewable infrastructure investments. 
• Canadian Roots : We are proudly Canadian-owned and operate across eight provinces.  
• Exclusive Products : Represent four proprietary funds unavailable on public markets—giving you a distinct edge in investor conversations. 
• Leadership Access : Work closely with senior leadership and fund presidents—yes, they'll join you at investor meetings! 

What We Look For:

• Performance : You have a strong track record of cultivating relationships with accredited and high-net-worth investors, and you're confident navigating sophisticated financial conversations.
• Professionalism : You take pride in the quality of service you provide and understand the importance of diligence and integrity. 
• Experience : 5+ years in investment sales or wealth management, preferably in private equity or exempt market products. 
• Credentials : University degree in Business, Finance, Economics, or equivalent. Must be eligible for registration as a Dealing Representative (Exempt Market Dealer). 

Ready to take the next step in your career? 

At Skyline, we believe great client relationships are built on substance. If you're ready to represent exclusive offerings with a firm that values your success and provides you limitless potential—apply now!

Powered by JazzHR

rFaWkTDRFk

Job Description

Job Description

Salary: $80,000 - $105,000

Company description

Pinnacle Fund Services (Pinnacle) is a privately-owned company headquartered in Vancouver that provides high-quality accounting and administrative services to hedge funds, private equity funds, and other investment vehicles in Canada, the United States and internationally. Pinnacle provides clients with responsive service and provides employees with a dynamic workplace and career growth potential. To deliver services to our growing client base, Pinnacle is seeking candidates for an Assistant Manager position to join our Private Equity Team.

Job description

As an Assistant Manager, you will be responsible for a portfolio of private equity funds both providing first review responsibility on a selection of lower risk NAVs and preparation of NAVs for larger and more complex client relationships. As part of the Private Equity Team you will work with close-ended Funds specializing in private equity, private debt, real estate and venture capital.

We are looking for proactive team players with a strong work ethic to join our growing entrepreneurial company. Candidates with prior experience in Fund Administration or the fund industry will find this role particularly appealing as it presents a significant opportunity for career advancement with Fund Administration. This position offers an exciting pathway for professional development.

Responsibilities

• Assisting in the management of a portfolio of client relationships
• Reviewing net asset valuations performed by fund accountants prior to release to clients and investors, which includes:
  • Reviewing capital activity such as capital calls & distributions
  • Reviewing the general ledger
  • Reviewing cash activity and cash reconciliations
  • Reviewing income and expenses, including management and performance fees and ensuring they are accrued for and are in accordance with relevant accounting standards
  • Reviewing Investor Statements and contract notes
• Preparation of net asset valuation files for larger and more complex clients for review by Management
• Reviewing financial statements and preparing financial statements for larger and more complex clients
• Managing year-end audits/tax reporting with clients and independent auditors and ensuring fieldwork is completed on schedule
• Coaching and training of junior staff
• Actively manages staffs time and workload effectively ensuring both internal and external deadlines are met
• Ability to manage their own time and workload effectively to ensure both internal and external deadlines are met
• Actively manages client requests and ensures staff are responding to queries in a timely and professional manner
• Ability to prioritize multiple client requests and determine which require escalating to Senior Management
• Coordinates with all relevant teams internally (e.g. Tax, Investor Services) to ensure processes and workflows are aligned to meet client needs
• Ensuring all processes and output are consistent with Pinnacles policies and procedures and that Pinnacles control environment is maintained

Desired skills and experience

• Prior fund accounting experience of at least 2-3 years is required
• In-depth knowledge of closed ended funds desired but not required
• Accounting designation desired, but not required
• Strong knowledge of accounting concepts
• Strong knowledge of Microsoft Excel
• Solid interpersonal and communication skills
• Strong organizational skills
• Ability to handle multiple demands, competing priorities, and constant change
• Ability to allocate time effectively and manage tight deadlines
• Prior experience with PFS- Paxus is desired, but not required

Why Pinnacle Fund Services?

At Pinnacle Fund Services, we're committed to providing our employees with a comprehensive benefits package that supports their health, well-being, and professional growth. Here are some of the perks and benefits that set us apart:

• Extended Health Benefits
• RRSP Employer Match Program
• Competitive Compensation
• Annual discretionary bonus
• Educational Support
• Work-Life Balance
• Remote Firm, with some in-office days with purpose (learn, build relationships, collaborate & socialize)
• Exposure to all aspects of the business

Thank you for your interest in Pinnacle Fund Services. We look forward to meeting you and learning about your next steps in your career.

We are committed to creating a diverse and inclusive workplace and welcome applications from all qualified individuals, regardless of race, ethnicity, gender, sexual orientation, age, disability, religion, or any other protected status. We believe a diverse workplace is essential for driving innovation and achieving success, and we strive to provide equal opportunities for all employees.

Job Post Disclaimer

Pinnacle does not accept resumes from employment placement agencies, head-hunters, or recruiters who do not have a formal contractual arrangement with us. Any unsolicited resume, candidate profile, or other information received from a supplier not approved by Pinnacle will not be considered. Pinnacle will not pay any referral, placement, or other fee for the supply of such unsolicited resumes or information.

Job Description

Job Description

Salary: $80,000 - $105,000

Company description

Pinnacle Fund Services (Pinnacle) is a privately-owned company headquartered in Vancouver that provides high-quality accounting and administrative services to hedge funds, private equity funds, and other investment vehicles in Canada, the United States and internationally. Pinnacle provides clients with responsive service and provides employees with a dynamic workplace and career growth potential. To deliver services to our growing client base, Pinnacle is seeking candidates for an Assistant Manager position to join our Private Equity Team.

Job description

As an Assistant Manager, you will be responsible for a portfolio of private equity funds both providing first review responsibility on a selection of lower risk NAVs and preparation of NAVs for larger and more complex client relationships. As part of the Private Equity Team you will work with close-ended Funds specializing in private equity, private debt, real estate and venture capital.

We are looking for proactive team players with a strong work ethic to join our growing entrepreneurial company. Candidates with prior experience in Fund Administration or the fund industry will find this role particularly appealing as it presents a significant opportunity for career advancement with Fund Administration. This position offers an exciting pathway for professional development.

Responsibilities

• Assisting in the management of a portfolio of client relationships
• Reviewing net asset valuations performed by fund accountants prior to release to clients and investors, which includes:
  • Reviewing capital activity such as capital calls & distributions
  • Reviewing the general ledger
  • Reviewing cash activity and cash reconciliations
  • Reviewing income and expenses, including management and performance fees and ensuring they are accrued for and are in accordance with relevant accounting standards
  • Reviewing Investor Statements and contract notes
• Preparation of net asset valuation files for larger and more complex clients for review by Management
• Reviewing financial statements and preparing financial statements for larger and more complex clients
• Managing year-end audits/tax reporting with clients and independent auditors and ensuring fieldwork is completed on schedule
• Coaching and training of junior staff
• Actively manages staffs time and workload effectively ensuring both internal and external deadlines are met
• Ability to manage their own time and workload effectively to ensure both internal and external deadlines are met
• Actively manages client requests and ensures staff are responding to queries in a timely and professional manner
• Ability to prioritize multiple client requests and determine which require escalating to Senior Management
• Coordinates with all relevant teams internally (e.g. Tax, Investor Services) to ensure processes and workflows are aligned to meet client needs
• Ensuring all processes and output are consistent with Pinnacles policies and procedures and that Pinnacles control environment is maintained

Desired skills and experience

• Prior fund accounting experience of at least 2-3 years is required
• In-depth knowledge of closed ended funds desired but not required
• Accounting designation desired, but not required
• Strong knowledge of accounting concepts
• Strong knowledge of Microsoft Excel
• Solid interpersonal and communication skills
• Strong organizational skills
• Ability to handle multiple demands, competing priorities, and constant change
• Ability to allocate time effectively and manage tight deadlines
• Prior experience with PFS- Paxus is desired, but not required

Why Pinnacle Fund Services?

At Pinnacle Fund Services, we're committed to providing our employees with a comprehensive benefits package that supports their health, well-being, and professional growth. Here are some of the perks and benefits that set us apart:

• Extended Health Benefits
• RRSP Employer Match Program
• Competitive Compensation
• Annual discretionary bonus
• Educational Support
• Work-Life Balance
• Remote Firm, with some in-office days with purpose (learn, build relationships, collaborate & socialize)
• Exposure to all aspects of the business

Thank you for your interest in Pinnacle Fund Services. We look forward to meeting you and learning about your next steps in your career.

We are committed to creating a diverse and inclusive workplace and welcome applications from all qualified individuals, regardless of race, ethnicity, gender, sexual orientation, age, disability, religion, or any other protected status. We believe a diverse workplace is essential for driving innovation and achieving success, and we strive to provide equal opportunities for all employees.

Job Post Disclaimer

Pinnacle does not accept resumes from employment placement agencies, head-hunters, or recruiters who do not have a formal contractual arrangement with us. Any unsolicited resume, candidate profile, or other information received from a supplier not approved by Pinnacle will not be considered. Pinnacle will not pay any referral, placement, or other fee for the supply of such unsolicited resumes or information.

Job Description

Job Description

Ready to take your success to the next level—with a firm that shares your drive? At Skyline, we're looking for a standout Relationship Manager who's already thriving in high-net-worth sales—and now wants the platform, prestige, and performance history to match. You're more than just a top producer; you're a trusted advisor who knows that lasting client relationships are built on trust, integrity, and results. If you're ready to represent exclusive investment opportunities backed by a 26-year track record and a nationally respected brand, this could be your next big move. 

What You'll Be Doing:

As a Relationship Manager, Private Equity  you'll play a critical role in driving growth through trusted, long-term investor relationships. You'll work directly with accredited investors across Canada, providing personalized guidance on how Skyline's exclusive private real estate and renewable energy funds can complement and strengthen their portfolios. Your responsibilities will include:

• Converting qualified, warm investor leads into long-term relationships through one-on-one conversations, tailored presentations, and in-person meetings.
• Consulting with high-net-worth investors to understand their financial goals and position Skyline's offerings as part of a long-term wealth strategy.
• Collaborating with internal teams to ensure a seamless onboarding experience and exceptional ongoing service.
• Representing Skyline at investor events and private engagements, further establishing your presence as a trusted Relationship Manager in the alternative investment space.

Why Join Skyline?

Your Earning Potential & Growth are SkyHigh

• Start Strong:  Begin with an active book of investors—you won't be starting from scratch. With a supportive sales environment and warm leads, all Relationship Managers are supported in building their books.
• Impact-driven Earnings : Our uncapped, performance-based compensation rewards professionals who deliver. High investor engagement and streamlined onboarding mean fewer obstacles between conversation and close. 
• Clear Benchmarks : Transparent targets and performance reviews help you track your success from year 1.
• Professional Development : Access to ongoing mentorship, private equity training, sales enabled tools, and marketing support to grow your expertise and impact.

We're Relationship-Focused, Not Transactional

• Value Over Volume : We emphasize education and consultative engagement over hard selling. Your job is to guide—not pitch.
• Exclusive Leads : No cold—calling leads are pre-qualified through strategic digital campaigns and referrals, and once assigned, they're yours.
• Support at Every Stage : Our dedicated Associate team manages documentation, compliance, and onboarding—so you can stay focused on what you do best: building trusting, closing business, and deepening investor engagement. 
• A National Market : While many Relationship Managers are limited by regional saturation, Skyline gives you access to high-net-worth-investors across the country—particularly in under-served markets with untapped potential. 

Our Team Stands Out

• Proven Success : Over $9 billion in assets under management and 26 years of strong performance in real estate and renewable infrastructure investments. 
• Canadian Roots : We are proudly Canadian-owned and operate across eight provinces.  
• Exclusive Products : Represent four proprietary funds unavailable on public markets—giving you a distinct edge in investor conversations. 
• Leadership Access : Work closely with senior leadership and fund presidents—yes, they'll join you at investor meetings! 

What We Look For:

• Performance : You have a strong track record of cultivating relationships with accredited and high-net-worth investors, and you're confident navigating sophisticated financial conversations.
• Professionalism : You take pride in the quality of service you provide and understand the importance of diligence and integrity. 
• Experience : 5+ years in investment sales or wealth management, preferably in private equity or exempt market products. 
• Credentials : University degree in Business, Finance, Economics, or equivalent. Must be eligible for registration as a Dealing Representative (Exempt Market Dealer). 

Ready to take the next step in your career? 

At Skyline, we believe great client relationships are built on substance. If you're ready to represent exclusive offerings with a firm that values your success and provides you limitless potential—apply now!

Powered by JazzHR

zFNaE4Izli