Portfolio Management Specialist

5 days ago


Surrey, British Columbia, Canada Business Development Bank of Canada Full time

BDC, Canada's only bank dedicated to the development of Canadian businesses, is looking for a Portfolio Management Specialist.

Estimated Salary: $80,000 - $110,000 per year

About Us

We are banking at another level. With flexible and competitive benefits, including an Employee Savings and Investment Plan, a Defined Benefit Pension Plan, and a wellness and health care spending account, we offer our employees a unique work environment.

Job Description

The Portfolio Management Specialist contributes to updating the Bank's loan portfolio by processing service requests and annual reviews required during the life cycle of a loan. He or she analyzes and recommends complex and advanced service requests and supports the Business Development team in developing efficient solutions to meet the client's requests while adhering to the Bank's policies and directives.

Key responsibilities include:

  • Follow up on outstanding issues in files in accordance with BDC's audit policies, processes, and procedures
  • Validate the profitability of the portfolio by monitoring client borrowing activities and identifying additional opportunities (financing or consulting)
  • Review financial statements, complete financial analysis, and evaluate risk rating
  • Maintain relationships with business centre personnel and colleagues to foster good teamwork and the pursuit of common objectives
  • Keep abreast of economic trends in the region and any potential impact for the Bank's clients
Requirements

To succeed in this role, you will need:

  • A Bachelor's degree in Commerce or Business Administration
  • Three to five years' experience as an account manager in the banking sector
  • In-depth knowledge of banking products, services, policies, processes, and procedures
  • Good time management skills and ability to set priorities to meet tight deadlines
About Our Culture

Proudly one of Canada's Top 100 Employers and one of Canada's Best Diversity Employers, we are committed to fostering a diverse, equitable, inclusive, and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work.



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