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Job Code:001
Opportunity:Consultora Junior
Business Group:Human Resource Specialists

Our client is one of the largest non-bank commercial mortgage lenders in Canada and offers institutional, high net worth and retail investors opportunities to participate in high yield mortgage investment funds and individually managed portfolios. They also serve the needs of commercial real estate developers by providing innovative, short-term financing on quality projects.  They currently have an opening for a

Director, Investor Services

The role of the Director, Investor Services is to administer the financial analysis and valuations of the private funds managed by our client.  The Director, Investor Services will prepare and coordinate research and analysis for the preparation of reports and presentations to investors.   This information will also support marketing efforts.

Key Responsibilities

Investor Services is the key point of contact for all investors. The chosen candidate will work alongside an Associate, and will report directly to the Vice President, Finance. Basic areas of responsibility for this position will include the following

  • Coordinate preparation of economic updates and performance analysis for the periodic fund investor reports
  • Oversee forecasting and modelling of various fixed income products to facilitate reporting to joint venture partners and loan syndication participants
  • Ensure adherence to Compliance and Know Your Client (“KYC”) requirements when registering new investors
  • Assist in development and maintenance of the CRM database
  • Assist in building a servicing platform to accommodate future business growth
  • Communicate with investors and internal stakeholders
  • Develop relationships within the investment industry

Necessary Skills

  • A sound understanding of investment management products and services
  • Competency in financial modelling with strong analytical skills
  • Excellent written and verbal communication skills
  • Team orientated but able to progress tasks under their own initiative
  • Real estate and/or corporate communications experience would be a benefit

Candidate Qualifications

The ideal candidate will have 3-4 years related experience in a Real Estate or Financial Services/Investment Management firm.  A CA designation, or a Finance background, with an interest in completing the CFA designation is preferred.


This is an ideal position for a hardworking individual interested in making a difference in an entrepreneurial-oriented investment firm. As a result of rapid growth, this individual will have the opportunity to assist directly in the development of investor initiatives and campaigns. 

Please submit your background online or contact Paul Gibbons of Western Management Consultants for more information at (604) 443-3731.







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