Credit Analyst

5 hours ago


Waterloo, Ontario, Canada Equitable Life of Canada Full time
Job Title: Credit Analyst

At Equitable Life of Canada, we are seeking a skilled Credit Analyst to join our Asset Management division. As a key member of our team, you will be responsible for analyzing investment opportunities, mitigating risks, and enhancing returns.

Key Responsibilities:
  • Assist in the assessment, structuring, and negotiation of investment opportunities to ensure compliance with respective terms and conditions.
  • Prepare detailed written investment proposal memorandums supporting recommendations for approval by Senior Management.
  • Monitor existing investments in the Private Placement and Commercial Mortgage portfolios to ensure compliance with respective terms and conditions.
  • Establish and maintain relationships with internal and external stakeholders for the Private Placement and Commercial Mortgage portfolios.
  • Participate in the closing and funding of investment transactions as required.
Requirements:
  • Undergraduate or master's degree in business, economics, commerce, finance, accounting, or math.
  • 1-2 years of investment experience with a focus on credit analysis, knowledge of finance, accounting, and investments.
  • Working towards obtaining a professional designation (CPA, CFA, CIM).
  • Excellent command of MS Excel (knowledge of VBA and other programming languages is an asset).
  • Strong interpersonal skills.
  • Strong written and verbal communication skills with the ability to concisely relay information.
What We Offer:
  • A healthy work-life balance with employee wellness top of mind.
  • Annual bonus program, annual vacation allowance, and company-paid benefits program.
  • An additional paid volunteer day each year so you can spend time giving back to the community.
  • Immediate enrollment in the company's pension program with employer matching.
  • Employee resource groups that support an inclusive work environment.
  • Tuition support and specialized program assistance.


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