Analyst, Portfolio Operations
4 weeks ago
Analyst, Portfolio Operations (Bilingual)Headquartered in Toronto, the Canada Infrastructure Bank (CIB) is responsible for investing in new infrastructure projects. The CIB’s mission is to work with provincial, territorial, municipal, federal, Indigenous and private sector investor partners to transform the way infrastructure is planned, financed and delivered in Canada.The Analyst, Portfolio Operations supports the daily operations and administration of a portfolio primarily composed of debt instruments. Working closely with senior team members, this role ensures the accuracy, timeliness and completeness of data, documentation and reporting throughout the investment lifecycle.Your responsibilities include:Support transaction processing and maintenance of investment records throughout the asset lifecycleReview and organize supporting documentation for transactions, funding requests and amendmentsCapture and maintain key data elements from credit agreements, including terms, covenants and reporting obligationsAssist in monitoring compliance with financial and operational covenants and prepare reports highlighting exceptions or upcoming deliverablesSupport collateral management activities, including maintaining custody of original documents, tracking renewals and releases, as well as monitoring collateral coverage and insurance complianceAssist with oversight and reconciliation of active blocked accounts, ensuring compliance with account control and reporting requirementsPrepare recurring portfolio and covenant monitoring reports, reconciliations and data extracts to support internal and external reportingContribute to the development and maintenance of dashboards and analytics using Power BI or Excel to provide insights into portfolio activity and performanceMaintain and update process documentation to ensure consistency and audit readinessParticipate in initiatives to improve operational efficiency through automation and enhanced internal controlsCollaborate with cross-functional teams, including investment, risk and finance, to ensure data accuracy and process alignmentYour ideal profileUndergraduate degree in finance, commerce, accounting or a related discipline1–3 years of relevant experience in finance, accounting, private credit, fund administration or loan operationsStrong analytical and problem‑solving skills with attention to detail and accuracyWorking knowledge of credit agreements, financial covenants and loan documentation is an assetProficiency in Microsoft Excel; experience with Power BI or other business intelligence tools is an assetStrong organizational skills and ability to manage multiple priorities in a fast‑paced environmentEffective written and verbal communication skills with a client‑focused mindsetBilingualism (French and English) is highly desirable #J-18808-Ljbffr
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Bilingual Portfolio Operations Analyst
4 weeks ago
Montreal (administrative region), Canada Canada Infrastructure Bank Banque de l'infrastructure du Canada Full timeA national infrastructure investment entity is seeking an Analyst for Portfolio Operations in Montreal. This position involves supporting daily operations and administration of a portfolio primarily composed of debt instruments. Candidates should have an undergraduate degree in finance or related fields, 1–3 years of experience, and be bilingual in French...
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Analyst, Portfolio Operations
1 week ago
Montreal, Quebec, Canada Canada Infrastructure Bank Banque de l'infrastructure du Canada Full time*La version française suit*Analyst, Portfolio Operations (Bilingual)Headquartered in Toronto, the Canada Infrastructure Bank (CIB) is responsible for investing in new infrastructure projects. The CIB's mission is to work with provincial, territorial, municipal, federal, Indigenous and private sector investor partners to transform the way infrastructure is...
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Montreal (administrative region), Canada Export Development Canada | Exportation et développement Canada Full time1 day ago Be among the first 25 applicants Are you ready to advance your career while impacting change in emerging markets? We are looking for an Analyst/Associate to join our Portfolio Management team! Welcome to FinDev Canada, Canada’s development financial institution! We are looking for talented professionals to join our growing organization. At FinDev...
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Senior Credit Analyst, IG
7 days ago
Montreal (administrative region), Canada CIBC Full timeA leading Canadian bank is seeking a Senior Credit Analyst to support Fixed Income Portfolio Managers in security selection and credit research. The role involves delivering actionable insights and collaborating with teams to drive portfolio performance. Candidates should have a degree in finance or a related field, along with a CFA certification and...
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Hybrid Risk Analyst: Credit Portfolio
2 weeks ago
Montreal (administrative region), Canada Export Development Canada Full timeA leading financial Crown corporation in Canada is seeking a Risk Analyst for their Risk Assessment & Portfolio Management team. The role focuses on evaluating credit risk and managing a portfolio of buyers while ensuring adherence to credit standards. Candidates should possess a relevant undergraduate degree and over 5 years of experience in credit risk...
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Portfolio Management Analyst/Associate
2 weeks ago
Montreal (administrative region), Canada Export Development Canada | Exportation et développement Canada Full timeA Canadian development financial institution is seeking an Analyst/Associate to join their Portfolio Management team in downtown Montreal. The role involves transaction management, covenant compliance, and investment reviews to support sustainable development in emerging markets. Ideal candidates will have relevant experience in finance, strong analytical...
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Montreal (administrative region), Canada Export Development Canada Full timeA development financial institution is seeking an Analyst/Associate to join its Portfolio Management team in Montreal. This role involves managing and analyzing financial transactions, ensuring compliance with covenants, and supporting investment officers. Candidates should possess strong analytical skills and relevant experience in financing transactions. A...
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Montreal (administrative region), Canada Groupe Vo-Dignard Provost - FBN Full timeInvestment Advisor, Analyst or Portfolio Manager, Marketing and Events Project Manager, Administrative or Investment Assistant We are seeking an Investment Advisor, Analyst or Portfolio Manager, Marketing and Events Project Manager, or Administrative or Investment Assistant for a full‑time on‑site role located in Montreal, QC. Depending on the specific...
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Senior Risk Analyst: Portfolio
2 weeks ago
Montreal (administrative region), Canada Export Development Canada | Exportation et développement Canada Full timeA financial Crown corporation is seeking a Risk Analyst in Montreal to conduct credit assessments and manage portfolio risks. The ideal candidate will have an undergraduate degree and over 5 years of experience in credit risk management or international trade. This position requires bilingual proficiency in French and English. Enjoy a competitive salary,...
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Credit Analyst: Risk, Credit Analysis
7 days ago
Montreal (administrative region), Canada BMO Financial Group Full timeA financial services company in Montreal is seeking an Analyst to support loan origination and account management. Responsibilities include analyzing financial information, preparing credit packages, and monitoring client portfolios. The ideal candidate will have a Master's or MBA degree, strong analytical skills, and proficiency in Microsoft Office. The...
