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Fengate Asset Management
Senior Manager, Investment StrategyFengate Asset Management • Toronto, Canada
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Senior Manager, Investment Strategy

Senior Manager, Investment Strategy

Fengate Asset Management • Toronto, Canada
10 days ago
Job type
  • Full-time
Job description
Shape investment strategies as a Senior Manager focusing on strategic initiatives and financial planning. Leverage analytical skills to support investment evaluations and enhance Family Office operations.

This key role involves conducting financial analysis to inform investment decisions within the Alternative Investments portfolio. You'll work on enhancing Family Office reporting while preparing executive dashboards to communicate risks and trends. Engage with leadership to evaluate new strategic opportunities through diligent financial assessments.

Key Responsibilities: • Analyze financial data for strategic investment decisions • Review Family Office financial reporting packages • Produce executive dashboards displaying key insights • Support strategic planning and budgeting processes • Facilitate communication for senior leadership

Requirements: • Business, Finance, or Accounting degree required • Minimum of 5 years’ experience in investment management • Strong financial acumen with advanced Excel skills • Excellent presentation and communication abilities • Familiarity with alternative investments is beneficial

Drive high-impact recommendations and financial clarity within investment initiatives and organizational strategy. #J-18808-Ljbffr
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Senior Manager, Investment Strategy • Toronto, Canada

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