Forum Asset Management - Intern, Investor Relations (Inside Sales)

Intern Contract: September 2025 - December 2025

Location: In-Office, 181 Bay Street, Toronto

Work Schedule: Full-time, in-office (5 days/week)

About Forum Delivering Extraordinary Outcomes™ through Investment.

Forum Asset Management is a North American investor, developer, and asset manager with a 28-year track record of delivering long-term value through real estate, private equity, and infrastructure investments. We are a purpose-driven firm committed to sustainability, responsible investing, and making a positive impact in the communities where we invest.

With over $3 billion in AUM, Forum is one of Canada's most dynamic investment platforms. In 2024, we completed the country’s largest real estate transaction through our acquisition of Alignvest Student Housing, making us the largest owner and developer of Purpose-Built Student Accommodation (PBSA) in Canada. Our open-ended Real Estate Income and Impact Fund (REIIF) is now over $2.4 billion, backed by a $3.5 billion development pipeline that spans coast to coast.

Forum is also building one of the fastest-growing self-storage platforms in Canada, focused on acquiring, developing, and operating institutional-grade storage facilities in undersupplied urban markets.

Our growth is fueled by our ability to identify structural real estate themes and deliver strategies that balance income, impact, and long-term value creation.

Forum is a values-led, high-performance organization. We embrace agility and innovation, and we strive to foster a team culture grounded in integrity, collaboration, humility, and results.

Position Overview Forum is seeking an enthusiastic and driven Intern, Investor Relations (Inside Sales) to join our growing private client team. Based in our downtown Toronto office, the Intern will support efforts to expand Forum’s reach across the Canadian wealth management channel, with a particular focus on prospecting, outbound sales activities, call effectiveness, and administrative support for investor relations initiatives.

Reporting to the Managing Director, Alternative Assets, this individual will collaborate closely with Executive Directors across assigned regions to uncover advisor needs, introduce Forum’s private alternative strategies, and support the client journey from discovery through to investment.

This internship provides hands-on exposure ideal for someone eager to explore a career in wholesaling, sales, or investor relations within the asset management industry.

Key Responsibilities

• Conduct high-volume outbound calls and follow-up emails to initiate meaningful conversations with investment advisors.
• Book introductory and follow-up meetings for Executive Directors with both existing and prospective advisors.
• Assist with marketing material and documentation including assistance with fund documents, investment materials, and subscription processes.
• Support all inbound advisor queries and ensure timely resolution by liaising with fund operations and investor services.
• Support completion and tracking of subscription documents in partnership with Executive Directors and fund administrators.
• Maintain up-to-date activity logs, call notes, and pipeline details in CRM (Salesforce).
• Generate and maintain dashboards to track outreach activity, advisor engagement, and fund adoption metrics.
• Help coordinate territory events, webinars, and roadshows, and gain advisor commitment to participate.

Candidate Profile

• Pursuing or recently completed a Bachelor’s degree in Finance, Marketing, Business, or a related discipline.
• Interest in financial services, sales, investor relations, or wealth management.
• Strong organizational skills with attention to detail.
• Excellent verbal and written communication skills; comfortable interacting with professionals on the phone and in written correspondence.
• Proactive, eager to learn, and collaborative.
• Driven, entrepreneurial, and collaborative – thrives in a high-performance, client-focused culture.
• Committed to professional development and long-term career growth in sales or investor relations.
• Must be based in the Greater Toronto Area and available to work in-office 5 days per week.

At Forum, we encourage diversity. We are committed to an inclusive workplace that reflects our belief that diversity is central to building a high-performing team. Forum is an equal opportunity employer. We are committed to providing accessible employment practices. Should you require an accommodation during any phase of the recruitment process, please let the recruitment team know recruiting@forumam.com