Senior Portfolio Manager

2 days ago


Calgary, Alberta, Canada ATB Financial Full time

At ATB Financial, we strive to empower our clients and communities through innovative financial solutions. As a recognized top employer in Canada, we prioritize a high-performance culture that values employee growth and development.

About the Role

This senior position plays a critical role in managing a portfolio of senior debt relationships with clients. Working closely with the Director, Credit Structuring & Execution, you will promote loan growth through exceptional credit awareness and management.

Key Responsibilities
  • Assist in managing a portfolio focusing on senior debt relationships with clients.
  • Participate in term sheet development and deal structures through credit analysis.
  • Analyze financial statements and information to assess risk and determine which ATB financial services meet the client's needs.
  • Perform financial modeling and sensitivity analysis of projections.
  • Conduct capital structure analysis with recommendations.
  • Valuation analysis and security analysis with relevant recommendations.
  • Contribute to overall financial targets through the deployment of the multi-coverage model in ATB Capital Markets.

The ideal candidate will have 3-5+ years of experience in financial institutions, including progressively complex roles with a focus on corporate finance. A Bachelor's degree in business commerce, economics, or a related field is required. Chartered Financial Analyst (CFA) accreditation or Graduate-level education is an asset.

Requirements
  • 3-5+ years of Financial Institution experience including progressively complex roles with a specific focus on corporate finance.
  • Undergraduate degree in business commerce, economics, or a related field.
  • Chartered Financial Analyst, CPA accreditation or Graduate level education is an asset.

$120,000 - $150,000 per year salary estimate based on industry standards and location considerations.



  • Calgary, Alberta, Canada Staffing In Motion Full time

    Portfolio Management OpportunityStaffing In Motion is seeking a highly skilled Senior Portfolio Manager to join our team. As a key member of our portfolio management team, you will be responsible for managing large, globally diversified portfolios for high net worth clients.Key Responsibilities:Manage client portfolios to achieve optimal returns and minimize...


  • Calgary, Alberta, Canada Sovereign Insurance Full time

    About the OpportunityThis role operates in English, and we're seeking an experienced professional to join our team at Sovereign Insurance.Company OverviewSovereign Insurance is a wholly owned subsidiary of the Cooperators General Insurance, and we're committed to delivering exceptional results.Job SummaryWe're looking for a skilled Senior Manager to lead our...


  • Calgary, Alberta, Canada CWB Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Specialist to join our Commercial Portfolio Management team. As a key member of our team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for a portfolio of diversified clients.Key ResponsibilitiesPartner with sales...


  • Calgary, Alberta, Canada Disability Solutions Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Specialist to join our Commercial Portfolio Management team. As a key member of our team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for a portfolio of diversified clients.Key ResponsibilitiesPartner with sales...


  • Calgary, Alberta, Canada Scotiabank Full time

    Job DescriptionCompany Overview:Scotiabank is a leading financial institution committed to delivering exceptional customer experiences and driving business growth.Salary:$120,000 - $180,000 per year, depending on experience and location.Job Summary:We are seeking a highly skilled Senior Mortgage Portfolio Manager to join our Commercial Mortgage Group. The...


  • Calgary, Alberta, Canada CP Full time

    About the RoleWe are seeking a highly skilled Senior Real Estate Portfolio Manager to join our team at CP. This is an excellent opportunity for an experienced professional to leverage their expertise in real estate transactions and portfolio management to drive business growth.Job DescriptionThe Senior Real Estate Portfolio Manager will be responsible for...


  • Calgary, Alberta, Canada CBRE Full time

    Job Summary:We are seeking a seasoned Senior Portfolio Transaction Lead to join our team at CBRE. In this critical role, you will lead a team responsible for the ongoing management of real estate transaction activities for a portfolio of properties on behalf of corporate clients.About the Role:As a Senior Portfolio Transaction Lead, you will oversee the...


  • Calgary, Alberta, Canada Disability Solutions Full time

    Job SummaryAt Disability Solutions, we strive to build value for our clients and our community. We do this by delivering exceptional client experiences through highly personalized service, specialized expertise, and customized solutions. As a Senior Portfolio Specialist, you will play a key role in our team by providing credit structuring, credit...


  • Calgary, Alberta, Canada GHD Full time

    About the RoleWe are seeking a highly skilled Real Estate Portfolio Manager to join our team at GHD. As a key member of our Americas region, you will be responsible for overseeing the real estate portfolio, ensuring strategic alignment with business objectives, and leading the real estate team in executing transactions, managing assets, and developing real...


  • Calgary, Alberta, Canada Ainsworth Full time

    Job Summary We are seeking an experienced Facilities Portfolio Manager to oversee operations and budget management for our assigned portfolio. This role is responsible for ensuring compliance with contract obligations, achieving facility uptime objectives, and maintaining safe and reliable operations across managed facilities. About Us Ainsworth is a...

  • Portfolio Manager

    4 weeks ago


    Calgary, Alberta, Canada 4Sight Search Solutions Inc. Full time

    4Sight Search Solutions Inc. is seeking a highly motivated and results-driven Portfolio Manager to join their team. As a Portfolio Manager, you will be responsible for developing and maintaining strong relationships with a diverse portfolio of clients to increase use of products and services.Key Responsibilities:* Collaborate with other Account Executives...


  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Job Summary: We are seeking a highly organized and detail-oriented Portfolio Management Specialist to join our team. The successful candidate will be responsible for maintaining and reconciling client portfolio data, analyzing performance discrepancies, and coordinating various reports and reviews.Key Responsibilities:Verify NAV reporting for pooled funds...

  • Portfolio Manager

    4 weeks ago


    Calgary, Alberta, Canada 4Sight Search Solutions Inc. Full time

    We are seeking a highly motivated and results-driven Portfolio Manager to join our team at 4Sight Search Solutions Inc. As a Portfolio Manager, you will be responsible for developing and maintaining strong relationships with a diverse portfolio of clients to increase use of products and services.Key Responsibilities:* Collaborate with other Account...

  • Portfolio Manager

    4 weeks ago


    Calgary, Alberta, Canada 4Sight Search Solutions Inc. Full time

    Job Description4Sight Search Solutions Inc. is seeking a highly motivated and results-driven Portfolio Manager to join their team. As a Portfolio Manager, you will be responsible for developing and maintaining strong relationships with a diverse portfolio of clients to increase use of products and services.Key Responsibilities:Collaborate with other Account...


  • Calgary, Alberta, Canada TransAlta Full time

    About UsAt TransAlta, we are a leading company in the power generation and utilities sector. We have been serving our communities for over 111 years, providing safe, low-cost, and reliable clean electricity.We pride ourselves on being a responsible operator and proud community member where our employees work and live. Our commitment to fostering a dynamic,...


  • Calgary, Alberta, Canada Associa Full time

    Job SummaryWe are seeking a highly skilled Condominium Manager to join our team at C-Era Property Management & Realty, an Associa Company. As a licensed Condominium Manager, you will be responsible for the relationship management with our clients, handling day-to-day operational, maintenance, administrative, and financial management for the properties within...


  • Calgary, Alberta, Canada Associa Full time

    About the RoleWe are seeking a highly skilled Condominium Manager to join our team at C-Era Property Management & Realty, an Associa Company. As a licensed Condominium Manager, you will be responsible for the relationship management with our clients, handling day-to-day operational, maintenance, administrative, and financial management for the properties...


  • Calgary, Alberta, Canada Restaurant Brands International Inc Full time

    About Restaurant Brands International:Restaurant Brands International Inc. is one of the world's largest quick service restaurant companies, boasting over $40 billion in annual system-wide sales and more than 30,000 restaurants across over 100 countries.Overview:The Tim Hortons Real Estate team manages a vast portfolio of over 4,000 properties across Canada...


  • Calgary, Alberta, Canada Associa Full time

    Job DescriptionC-Era Property Management & Realty, an Associa Company, is seeking a skilled Condominium Manager to join our team.Job SummaryWe are passionate about our services and live for our customers. As a licensed Condominium Manager, you will be responsible for the relationship management with our clients, handling day-to-day operational, maintenance,...


  • Calgary, Alberta, Canada Associa Full time

    At C-Era Property Management & Realty, an Associa Company, we're passionate about delivering exceptional service to our clients. As a licensed Condominium Manager, you'll be responsible for the relationship management with our clients, handling day-to-day operational, maintenance, administrative, and financial management for the properties within your...