Associate, Private Equity Sponsor Coverage Group

3 weeks ago

Toronto, Canada Scotiabank Full time

Requisition ID: 199279

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Associate, Private Equity Sponsor Coverage Group - Commercial Banking (Toronto, ON)**

**Purpose**

Contributes to the overall success of the Private Equity Sponsor Coverage Group in Canada ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies, and procedures.

The Associate may have direct contact with clients and will assist the Director and Associate Director in all aspects of their business development activities.

**Accountabilities**:
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.

Contribute to Commercial loan portfolio growth and profitability by:

- Performing analytic functions, along with other due diligence activities on deals
- Assisting with the execution of transactions (deal write up, analysis activities in Moody’s Financial Analyst [MFA] and the Borrower Risk Rating model)
- Completing risk assessments and developing recommendations as to the appropriate course of action
- Analyzing and processing amendment requests
- Researching credit and bank service requirements of existing and prospective clients
- Building financial models
- Conducting several types of industry research

Ensure sound and timely credit analysis conforming to Bank policies and procedures by:

- Ensuring credits are properly and accurately investigated, evaluated and documented by utilizing the MFA output in addition to any further investigation or trend analysis from financial statements such as inventory, receivable and payable listings and analysis of other customer / prospect information
- Conducting sensitivity analysis by modelling and projecting financial statements

Assist in the documentation and closing of authorized transactions by:

- Supports the Associate Director in obtaining documentation required for closing transactions including conditions precedent
- Assisting in the onboarding and ongoing management of day-to-day accounts, cash management, and VISA services, coordinating with the Business Service Center and Payments & Cash Management teams.

Understand how the Bank’s risk appetite and risk culture is considered in day-today activities and decisions.

Actively pursues effective and efficient operations of their respective areas while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk. Including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook, and the Guidelines for Business Conduct.

Champions a high-performance environment and contributes to an inclusive work environment.

**Reports to**: Director, Private Equity Sponsor Coverage Group

Measurement criteria indicating scope/breadth/magnitude; key statistics, budgets, signing authority, sales results, units supported or other information that quantifies Major Accountabilities:

- Financial Performance Measures
- Customer Performance Measures
- People Performance Measures
- Operational Performance Measures

**Education/Experience/Other Information**:
**Functional competencies**:

- 2 - 3 years Corporate / Commercial lending experience preferred
- Intermediate credit skills - must be able to write up complex deals, spread financials, assess risk and draw conclusions
- Intermediate accounting and financial statement analysis
- Financial modelling and proficient skills including Excel
- Strong communication skills (written and oral) as the Associate may attend client meetings as required
- Interpersonal skills to effectively interface with customers including basic and developing sales skills

**Education requirements**:

- Post secondary education with a business focus - BBA / BComm or MBA
- CA / CFA highly desirable

**Working Conditions**:

- Work in a standard office-based environment; non-standard hours are a common occurrence. Limited travel locally may be required (vehicle required)
- Normal sensory attention is required.
- Non-standard work hours are required.

IN-CB

LI-Hybrid

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

  • Associate, Private Equity Sponsor Coverage Group

    1 month ago

    Old Toronto, Canada Scotiabank Full time

    Requisition ID: 199279Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate, Private Equity Sponsor Coverage Group - Commercial Banking (Toronto, ON) Purpose Contributes to the overall success of the Private Equity Sponsor Coverage Group in Canada ensuring specific individual goals, plans,...

  • Associate, Private Equity Sponsor Coverage Group

    1 month ago

    Old Toronto, Canada Scotiabank Full time

    Requisition ID: 199279Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate, Private Equity Sponsor Coverage Group - Commercial Banking (Toronto, ON) Purpose Contributes to the overall success of the Private Equity Sponsor Coverage Group in Canada ensuring specific individual goals, plans,...

  • Associate, Private Equity Sponsor Coverage Group

    1 month ago

    Old Toronto, Canada Scotiabank Full time

    Requisition ID: 199279Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate, Private Equity Sponsor Coverage Group - Commercial Banking (Toronto, ON) Purpose Contributes to the overall success of the Private Equity Sponsor Coverage Group in Canada ensuring specific individual goals, plans,...

  • Associate, Sponsor Finance

    2 weeks ago

    Toronto, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1 **Job Description**: **About Sponsor Finance** Mid-market Financial Sponsor & Private Equity relationships are managed in this group, Sponsor Finance, a part of Canadian Commercial Banking (CCB). Sponsor Finance is to ensure a high level of coverage designed to maximize opportunities within the sector and to...

  • Private Equity Associate

    4 weeks ago

    Toronto, Canada Ballas Equity Full time

    **Private Equity - Associate** **About Ballas Equity**: - ballas.ca_ Ballas Equity (BE) is a Toronto-based private equity firm focusing on buy-and-build (aka rollup) platforms in North America. Built by world-class entrepreneur's Mike Ballas and Jason Kryski who are 6x founders of tech companies, with 2 exits and created 2 billion in enterprise value. We...

  • Associate, Private Equity

    2 weeks ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Associate, Private Equity** **Banyan Capital Partners** **Toronto, ON** **About Banyan Capital Partners** Banyan Capital Partners is growing and looking to add an **Associate** to its Toronto-based investment team. This is a unique opportunity to work closely with a group of senior PE investment professionals and participate in all aspects of the...

  • Associate, Private Equity

    7 days ago

    Toronto, Canada OMERS Full time

    Why join us? Are you looking to join a dynamic pension plan that embodies the strong values of its 500,000 members and is an industry leading global investor? If so, we would love to tell you our story. At OMERS we put our people first and are proud to embrace the diversity of thought and leadership that comes from having locations in Toronto, London, New...

  • Associate - Private Equity

    2 weeks ago

    Toronto, Ontario, Canada Company 1 - The Manufacturers Life Insurance Company Full time

    Description The opportunity Manulife Investment Management ("MIM") is a global wealth and asset management business with AUM of approximately US$500 billion as of September 30, 2021. Investment strategies include fixed-income, specialized equity, multi-asset solutions, and private markets. The Private Markets group has investment teams managing real...

  • Associate, Private Equity

    2 months ago

    Toronto, Canada SGGG Fund Services Inc Full time

    Under the direction of the Manager or Supervisor, the Associate is primarily responsible for producing and/or reviewing Net Asset Value (NAV) calculations for assigned private equity, private debt, and real estate funds in an accurate and timely manner. The position is also responsible for tax preparation, audit preparation, assisting with financial...

  • Associate, Private Equity

    3 weeks ago

    Toronto, Canada AIMCo (Alberta Investment Management Corporation) Full time

    CLOSING DATE: - June 1, 2024 Opportunity Work our way from Edmonton, Calgary, or our Toronto Offices **Posting will close Friday May 31st at 11:59pm EST** AIMCo's Private Equity team manages approximately C$13 billion of assets, comprised of a combination of Direct Investments and Private Equity Fund Commitments. The team is seeking an Associate to...

  • Associate, Private Equity

    2 weeks ago

    Toronto, Ontario, Canada SGGG Fund Services Inc Full time

    Under the direction of the Manager or Supervisor, the Associate is primarily responsible for producing and/or reviewing Net Asset Value (NAV) calculations for assigned private equity, private debt, and real estate funds in an accurate and timely manner. The position is also responsible for tax preparation, audit preparation, assisting with financial...

  • Associate - Private Equity

    2 weeks ago

    Toronto, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Associate - Private Equity

    2 weeks ago

    Toronto, Ontario, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Private Markets Investment Due Diligence Associate

    4 days ago

    Toronto, Canada Albourne Full time

    **Job Title**:Private Markets Investment Due Diligence Associate Analyst (Private Credit)** Albourne Partners (Canada) Limited Location: 366 Adelaide Street W, Toronto, ON M5V 1R9 **The Company**: Albourne is an investment consultant which was founded in 1994. Albourne advises over 300 investors, including institutional investors, financial...

  • Associate / Senior Associate, Private Equity

    1 month ago

    Old Toronto, Canada Brookfield Full time

    Associate / Senior Associate, Private Equity page is loaded Associate / Senior Associate, Private Equity Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id R2036236 LocationBrookfield Place - 181 Bay Street Brookfield Culture Brookfield has a unique and dynamic...

  • Associate / Senior Associate, Private Equity

    1 month ago

    Old Toronto, Canada Brookfield Full time

    Associate / Senior Associate, Private Equity page is loaded Associate / Senior Associate, Private Equity Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id R2036236 Location Brookfield Place - 181 Bay Street Brookfield Culture Brookfield has a unique and dynamic...

  • Associate / Senior Associate, Private Equity

    1 month ago

    Old Toronto, Canada Brookfield Full time

    Associate / Senior Associate, Private Equity page is loaded Associate / Senior Associate, Private Equity Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id R2036236 LocationBrookfield Place - 181 Bay Street Brookfield Culture Brookfield has a unique and dynamic...

  • Associate / Senior Associate, Private Equity

    1 month ago

    Old Toronto, Canada Brookfield Full time

    Associate / Senior Associate, Private Equity page is loaded Associate / Senior Associate, Private Equity Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id R2036236 LocationBrookfield Place - 181 Bay Street Brookfield Culture Brookfield has a unique and dynamic...

  • Associate / Senior Associate, Private Equity

    2 weeks ago

    Old Toronto, Canada Brookfield Full time

    Associate / Senior Associate, Private Equity page is loaded Associate / Senior Associate, Private Equity Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id R2036236 Location Brookfield Place - 181 Bay Street Brookfield Culture Brookfield has a unique and dynamic...

  • Associate / Senior Associate, Private Equity

    2 weeks ago

    Old Toronto, Ontario, Canada Brookfield Full time

    Associate / Senior Associate, Private Equity page is loaded Associate / Senior Associate, Private Equity Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id R LocationBrookfield Place - 181 Bay Street Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term...