Asset Management Specialist

3 weeks ago

Richmond Hill, Ontario, Canada CWB Financial Group Full time
About CWB Financial Group

CWB Financial Group is a leading provider of financial solutions for Canadian businesses. With a financial portfolio of over $2 billion, we specialize in financing solutions for various sectors, including healthcare, condo, strata, renewable energy, and commercial/corporate industries.

The Opportunity

We are seeking an Associate to join our Program Finance team, where you will play a crucial role in supporting the origination, structuring, execution, administration, and portfolio management of structured credit facilities. As an Associate, you will assist in the preparation of internal credit submissions, monitor loan portfolio performance, and identify financial risks and emerging trends within our portfolio.

Key Responsibilities
  • Assist in the preparation of internal credit submissions, including company, industry, and financial analysis and modeling
  • Monitor 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
Requirements
  • 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. We offer hybrid work environments, everyday flexibility, generous company-funded health coverage, health care spending account, a flexible wellness program, and 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

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