Leveraged Finance Portfolio Analyst

Leveraged Finance Portfolio Analyst Banking operations processing Permanent contract Montreal, Quebec, Canada Hybrid Reference 25000KOQ Start date 2025/11/24 Publication date 2025/10/02 Responsibilities ABOUT THE JOB:Global Banking and Advisory (GLBA) combines recognized wholesale coverage with world-class product, financing, and advisory expertise within one team, enabling us to best support our clients. Our transversal, product-neutral coverage teams span all businesses to promote the bank's products and services globally, while we also deliver exceptional capital-raising, financing, and advisory expertise.GLBA provides issuer clients—including corporates, financial institutions, and public sector entities—with comprehensive capital-raising solutions, structured financing, and hedging services for commodities, forex, and interest rates. With a strong reputation in euro debt capital markets and numerous international accolades, we are recognized as a leader in export, project, and natural resources & energy finance. As part of the Credit Portfolio Management (CPM) team, you will play a vital role in managing and optimizing the GLBA asset portfolio.What will be your DAY-TO-DAY?In this role, your responsibilities will include:In this role, your responsibilities will include:Managing a portfolio of leveraged finance facilities consisting of revolving credit facilities and term loan facilities.Preparing high-quality credit applications and obtaining necessary internal approvals on post-closing events such as amendments, waivers, and consents for assigned transactions.Conducting annual and quarterly portfolio credit reviews, including analyzing the latest financial results (income statement, balance sheet, cash flow), covenant compliance, and updating financial models, risk assessments, and reporting.Proposing and updating internal obligor risk ratings based on the most recent financial reporting.Conducting peer group analyses, recovery analyses as required, and updating market multiples as necessary.Assisting Portfolio Managers with capital management tasks.Preparing reports for regulators and supporting internal and external audits.Collaborating with the 2LOD (Credit Risk and Asset Recovery teams) and 3LOD (Internal Audit) colleagues as required.Contributing to investment banking idea generation across M&A, ECM, and Leveraged Finance. Profile required Skills and Qualifications:Must Haves:5+ years of credit analysis or portfolio management experience, ideally particularly in the Leveraged Finance space.Solid credit analysis skills with the ability to evaluate credit risk and financial conditions using both quantitative and qualitative data.Proficiency in Microsoft Word and Excel for written and spreadsheet analysis.Competencies:Strong organizational skills and the ability to manage deliverables to deadlines.Flexibility to adapt to shifting priorities with minimal notice.High energy and enthusiasm, with a willingness to collaborate in a team environment.Nice to Haves:Knowledge of capital markets products and committed financing facilities.Understanding of Leveraged Finance terminology and typical structures.Ability to investigate and synthesize data to draw appropriate conclusions.Languages: French and EnglishAbility to communicate in English, both orally and in writing, is a requirement as the person in this position will need to collaborate regularly with colleagues and partners in the United States.Due to US Federal Securities law applying to this position, candidates who will apply for this position will be required to submit to an enhanced background screening, including the collection of their fingerprints by a third-party vendor selected by the Financial Industry Regulatory Authority (“FINRA”). Why join us OUR BENEFITS:WHAT WE DO DIFFERENTLY AT SOCIÉTÉ GÉNÉRALECompetitive compensation & benefits offering, including but not limited to:Minimum of 20 Vacation days + 4 personal days Supportive Maternity, paternity, parental and adoption leave policy Health spending ($2,000/year) and personal spending ($1,000/year) accounts with 75+ eligible reimbursement categories (health, training, electronics etc.)Fully sponsored virtual healthcare assistance and Employee Assistance Program to you and your immediate familyVarious Employee Resource Groups (ERG) to engage with such as Pride and Allies, American Women Network, Black Leadership Network, One planet, etc.A culture of continuous development by encouraging our employees various training programs (online training and coaching platform such as Coursera, GoFluent, Pluralsight, First Finance, and others)