Job Description
Reporting to the Head of Corporate Banking, the Analyst is primarily responsible for supporting the Portfolio Management function within the Department with core tasks focused on the development of new and existing corporate clients and performing high level financial modeling and analysis. The Analyst will perform a variety of other Portfolio Management activities inclusive of monitoring of multiple client portfolios and performance as well as daily funding.Monitor client and client industry for potential changes which may affect client’s portfolio and business needsConduct due diligence including analysis of business models and comprehensive review of industry trends and related regulations (client visits as required)Financial modelling and analysis, scenario analysis and assessment of existing and new financing opportunitiesConduct comparative analysis of companies in support of credit analysis, new client identification and developmentProvide industry research including macro and micro-economic factors, industry-level modelling and forecastingProvide tracking and monitoring of client covenant compliancePerform annual review of clients and quarterly review of client portfolioAssist with new and existing client on-boarding KYC/AML assessment, and loan documentation review, approval and signatureAttend to initial and ongoing funding and repayments in coordination with other departmentsTranslation of documentation from English to Simplified Chinese and vice versaJob SpecificationsUndergraduate degree preferably in accounting, business administration, finance, and/or economicsMaster's degree, preferably in economics, business administration or finance, an assetChartered Financial Analyst (CFA) an assetMinimum of 3 years direct experience in Canadian corporate banking, commercial lending, investment banking or financial analysisKnowledge of capital markets, corporate banking products and applicable regulations, and of organizational lending and portfolio management policies and objectivesStrong oral and written communication, reporting, and presentation skills in English, Mandarin and Simplified ChineseFamiliarity with PC based applications with a solid working knowledge of Microsoft Office Suite (Word, Excel, Powerpoint, Access)Positive, professional, and proactive work attitude with strong integrity and work ethicsExceptional quantitative analytics, financial modeling, credit analysis, and industry/company research skillsEffective approach and strong interpersonal skills to build and maintain productive and collaborative working relationships within a demanding team environment and in client interactionsDetail oriented, exceptionally organized, proficient in time/project management to balance multiple priorities and meet deadlines