Portfolio Management Analyst

Job Responsibilities

We are looking for an analyst to join our portfolio management team to monitor the performance of 15–20 portfolio companies and ensure that these loans meet expectations. Other responsibilities include:

• Ensuring the accuracy and completeness of financial data in an internal database
• Ongoing identification and analysis of portfolio loans
• Evaluate portfolio loans across various asset classes
• Recognizing early signs of deterioration
• Provide internal valuation updates to senior management

Candidate Requirements

Qualifications and experience:

• A background in finance or accounting with strong financial analysis skills
• Highly self-motivated, with the ability to manage multiple tasks at once
• Experience with valuation methods (discounted cash flows, relative values) and data analysis tools and databases
• Experience in a production control or performance reporting role
• A collaborative work style that spans departments, characterized by high energy, enthusiasm, and drive
• Strong communication skills, with the ability to clearly articulate ideas both verbally and in writing
• Proactive and forward-thinking, generating ideas
• Proven ability to deliver consistent, reliable, and timely results in a time-sensitive role
• Basic Excel and Power BI skills
• Experience with SVal plus
• A financial or accounting designation such as CFA or CPA

We offer

A comprehensive benefits package that includes competitive vacation time, pension/AFP, life and long-term disability insurance, a group RRSP with company contributions, and short- and long-term disability and income protection. You can also enjoy additional benefits such as private medical coverage, discounted gym memberships, and pet insurance. Our learning and development programs offer you the opportunity to grow, develop your talents, and foster an inclusive environment for everyone in our company and across the industry.