Debt and Equity Portfolio Manager

3 days ago

St Thomas, Ontario, Canada FHLB Des Moines Full time

About the Role

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The Senior Credit Analyst position is a key role within the Credit Monitoring Team at FHLB Des Moines. As a Senior Credit Analyst, you will be responsible for providing day-to-day support to the Portfolio Manager, analyzing complex financial data, and developing high-quality reports and presentations.

Main Responsibilities

  • Analyze and interpret financial data from various sources, including income statements, balance sheets, and cash flow statements.
  • Develop and maintain complex financial models to evaluate the performance of corporate debt and equity investments.
  • Prepare and present high-quality reports and presentations to senior management, utilizing data visualization tools to present complex financial information.

Candidate Requirements

Qualifications & Experience:

  • Bachelor's degree or equivalent education required (accounting or finance preferred but not required).
  • MBA degree is strongly preferred, but not required.
  • CFA credential is a plus, but not required.
  • 7-10 years of relevant work experience in valuation services, private equity, leveraged finance, venture capital, and/or investment banking.
  • In-depth understanding of financial statements, including income statements, balance sheets, and cash flow statements.
  • Understanding of legal documents, including credit agreements and loan documents.
  • Proven problem-solving ability, with the capacity to analyze complex financial data and make informed decisions.
  • Demonstrated team leadership and/or management experience, with the ability to motivate and guide team members.
  • Ability to work independently, establish priorities, and meet deadlines with limited supervision.
  • Strong interpersonal and verbal/written communication skills, with the ability to effectively communicate complex financial concepts to stakeholders.
  • Exceptional attention to detail, while still being able to multi-task and manage competing priorities.
  • Technologically savvy, with an expert knowledge of Excel and Word.
  • Impeccable integrity and trustworthiness, with a strong commitment to ethical behavior.

Critical Competencies for Success

  • Leadership: Role models in this area consistently focus on the right goals and priorities, continually developing themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.
  • Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high-quality results, and they remove barriers to ensure others can contribute and grow.
  • Thinking Critically: Role models in this area understand our business, relying on analytical reasoning and seeking diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.
  • Personal Effectiveness: Role models in this area build strong relationships, treat others with respect, and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.

Department-Specific Competencies

  • Innovative Mindset: Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement, and proactive learning through new technology, processes, and people.
  • Compliance: Ensures compliance with laws and regulations, staying current on legislative and regulatory changes and implementing practices to stay compliant.
  • Financial Analysis: Leverages financial policies, accounting principles, technology, and other financial analytics and metrics to ensure compliance and generate insights.
  • Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes, recognizing their relevance and implications.
  • Tax and Regulatory Compliance: Complies with tax laws and regulations related to financial accounting principles, staying informed of changes to tax law, regulations, and legal cases to communicate impact to relevant internal and external stakeholders.
  • Technical Communication and Documentation: Documents, communicates, and revises documentation for technical processes and procedures in the area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience.

Compensation and Benefits

FHLB Des Moines offers a comprehensive benefits package, including medical, dental, vision, and 401(k) retirement plan options.

The company values diversity, equity, and inclusion, and is an equal opportunity employer.

Please note that FHLB Des Moines does not accept e-signatures or PDF photos of official documents.

Firm Overview

FHLB Des Moines provides investment management, valuation, fund accounting, operational, and administrative services for direct lending and broadly syndicated loan funds, securitizations, and related financings.

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