Posted 9 months ago
Financial Analyst, Reporting (Future Opportunities)
@ Fengate Asset Management
Oakville, Ontario
Overview
Fengate Asset Management is building a future pool for a Financial Analyst, Reporting role supporting its Infrastructure and Real Estate projects. The work covers financial statements, monthly invoicing, bookkeeping, quarterly reporting and tax and compliance liaison, in a hybrid setup with 2-3 office days. The posting is for future opportunities, not a current vacancy.
Responsibilities:
- Prepare and analyze financial statements and reporting packages
- Issue monthly client invoices and maintain project bookkeeping
- Prepare and review quarterly project financials
- Ensure compliance, audit documentation and tax filing support
Requirements summary:
- Undergraduate degree in accounting or finance required
- CPA or CFA enrolment or accreditation is an asset
- ASPE or GAAP knowledge is an asset
- Strong Excel, Word and PowerPoint skills
Tools & skills
Source and dates
Employer career site / ATS feed · workable
- Employer posting date
- 2026-02-23
- First seen by our source
- 2026-10-11
- Source record updated
- 2026-10-11
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Finance & accounting |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Encouraged to apply | People with disabilities |
| Education | Bachelor’s degree (required) |
| Fields of study | Accounting, Finance |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Fengate Asset Management
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Leading alternative investment manager focused on infrastructure, private equity and real estate strategies.
Full company description
Fengate is a leading investment firm specializing in real assets, with a focus on infrastructure, private equity and real estate. With 275 team members across Canada and the U.S., Fengate leverages 50 +years of entrepreneurial experience to deliver excellent investment results on behalf of its clients. The firm has been recognized as one of Canada’s Best Managed Companies since 2007 and as part of Waterstone Human Capital’s Canada’s Most Admired Corporate Cultures™. Fengate has been certified as a Great Place to Work® and was named one of Canada’s Best Workplaces™ and one of Canada’s Best Workplaces for Women, for Inclusion, for Mental Wellness, for Today’s Youth, for Professional Development and more. In January 2022, the firm became a signatory for the Institutional Limited Partners Association (ILPA) Diversity in Action initiative.
- LinkedIn followers
- 67,481
- People associated on LinkedIn
- 344
- Reported office locations
- TD North Tower, 77 King Street West, Suite 3410, Toronto, Ontario M5K 1H1, CA
- 2275 Upper Middle Road East, Suite 700, Oakville, Ontario L6H 0C3, CA
- 708 Main St, 10th floor, Houston, Texas 77002, US
- 801 Brickell Ave, Suite 2550, Miami, Florida 33131, US
- Business categories
- Real Estate Investment
- Other recorded names
- Fengate Asset Management
- Specialties
- Investment and asset management
- Infrastructure investments
- Real estate investments
- Private equity investments
- Public-Private Partnerships
- Independent power projects
- and Commercial real estate
- Profile identifies a recruitment agency
- No
- Reported total investment
- 1,123,661,783
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Fengate is a leading investment firm specializing in real assets, with a focus on infrastructure, private equity and real estate. With 275 team members across Canada and the U.S., Fengate leverages 50 +years of entrepreneurial experience to deliver excellent investment results on behalf of its clients. The firm has been recognized as one of Canada’s Best Managed Companies since 2007 and as part of Waterstone Human…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 201-500 employees |
| Headquarters | Toronto, Ontario |
| Organization type | Privately Held |
| Year founded | 1974 |
| Specialties | Investment and asset managementInfrastructure investmentsReal estate investmentsPrivate equity investmentsPublic-Private PartnershipsIndependent power projectsand Commercial real estate |
| Open jobs on Jobsy | 8 |
| View page |
OPPORTUNITY
As part of its continued growth, the Fengate Infrastructure team is seeking a Financial Analyst who will be responsible for maintaining up to date financial records, handling day to day matters and reporting for Fengate’s Infrastructure projects. This role will have the opportunity to interact closely with the project directors, infrastructure FP&A team, finance funds team, and accounts payable.
The successful candidate will be a self-starter and genuinely curious; that enjoys working in a fast-paced environment; has the ability to multi-task and efficiently prioritize and work under timelines. The individual is detail and process oriented with a high sense of ownership in their work; and has a foundation in accounting and reporting.
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 assisting the team in maintaining up to date financial records, handling day to day matters and reporting for Fengate’s Real Estate various projects and properties within our portfolio. This role will have the opportunity to interact closely with other Fengate business units including teams in development, investment, asset and property management and accounts payable.
KEY RESPONSIBILITIES
- Financial Reporting: Prepare and analyze financial statements, ensuring accuracy and compliance with relevant accounting standards and regulations for projects. Prepare financials and reporting packages to management and partners with high attention to detail.
- Monthly Invoicing: Prepare and issue monthly invoices to clients, ensuring all billable items are accurately captured and invoiced in a timely manner.
- Bookkeeping: Maintain accurate and up-to-date financial records for each project, including tracking expenses, revenues, and other financial transactions.
- Quarterly Financials: Prepare and review quarterly financial statements for each project, ensuring compliance with relevant accounting standards and providing detailed reporting to stakeholders.
- Compliance and Reporting: Ensure all financial activities comply with relevant regulations and reporting requirements. This includes preparing necessary documentation for audits and reviews, as well as liaising with the tax team and advisors to oversee tax filings and ensure compliance with tax authorities.
- Collaboration: Work closely with project teams and other stakeholders to ensure the financial health and success of each project.
KEY QUALIFICATIONS
· Undergraduate degree completed in accounting or finance is required.
· Further education and/or working towards accreditations, enrollment in CPA or CFA program is an asset.
· Knowledge of ASPE or other generally accepted accounting principles is an asset.
· Strong knowledge of Microsoft products, specifically Excel, Word and PowerPoint.
· Genuinely curious with a desire to understand key metrics and drivers.
· 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.
LOCATION
[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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