Asset Management
1 month ago
Job Title: Associate, Structured Finance
Location: Richmond Hill, ON
At CWB, we strive to build value for the people who choose us every day: our people, our clients, and our investors. We do this by:
- Putting people first and building relationships with intention
- Seeking out and embracing new ideas
- Believing that how we do things is as important as what we do
About CWB Maxium Financial: Trusted partners. CWB Maxium specializes in financing solutions for Canadian businesses. With a financial portfolio of over $2 billion, we finance sectors such as healthcare, condo, strata, renewable energy, and commercial/corporate industries.
The Opportunity: As an Associate, you will play a crucial role in supporting members of the Program Finance team in the origination, structuring, execution, administration, and portfolio management of structured credit facilities. Program Finance provides highly structured financing facilities for various early-stage and established mid-market non-bank financing entities. Ideally, you will have a strong background in financial modeling and a high proficiency in Excel, including VBA for macro creation, which is a must for the role. You will also have a finance background or a STEM degree. You should also be interested in current economic trends, developments in Fintech, and all things consumer lending. p>
What You'll Be Doing:
- Assist in the preparation of internal credit submissions (i.e. company, industry and financial analysis and modeling) and other documentation related to the transaction approval process
- Assist with internal credit administration, including monitoring the team's loan portfolio performance and market/industry conditions
- Identify financial risks and emerging trends within our portfolio and covered asset classes
- Understand market conditions affecting clients and maintain awareness of general economic conditions to manage risks effectively
- Coordinate with clients to ensure timely receipt of necessary ad-hoc information for reviews
Successful Incumbent:
- 2-5 years' work experience in a related field, including commercial lending, finance, and/or risk management
- Bachelor's Degree in commerce, finance, accounting, or a related field of study
- MBA, CFA, or CPA professional designation (completed or near completion) would be an asset
- Strong analytical skills with a proven ability to assess risk and make informed recommendations
- A business development focus, with a keen eye for identifying growth opportunities
- Proficiency in computer systems and business modeling tools, including a high proficiency in Excel, including VBA for macro creation
Why Work With Us?
- Proudly recognized by Great Place to Work in 2024 as one of Canada's top 50 Best Workplaces & member of Waterstone Human Capital's Most Admired Corporate Culture Hall of Fame
- Wellness matters. li>
- Hybrid work environments
- Everyday flexibility
- Generous company-funded health coverage
- Health care spending account
- A flexible wellness program
- Generous time-away options to unplug, rest & recover
- Career development. We commit to our employees' development and help them reach their professional goals with:
- Organization-wide mentorship programs
- Education support & training programs
Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Find community within the CWB family in our employee-represented groups. #
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