Analyst, Execution - National Client Group

Banque Nationale du Canada; Calgary; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank of Canada is seeking an Analyst, Execution for the National Client Group, Western Canada. This entry-level role offers exposure to credit underwriting, portfolio management and transaction support within a collaborative team.

You will build financial models, conduct analyses and assist in annual reviews, renewals and financing requests. Hybrid work and ongoing training are provided to develop technical and professional skills for future opportunities.

Qualifications

• Undergraduate degree in finance, accounting, business, economics or a related field.
• 0 to 2 years of experience in commercial banking, corporate banking, accounting, consulting, financial services, financial analysis or related field.
• Solid knowledge of financial statement analysis, accounting principles and corporate finance fundamentals.
• Strong analytical and quantitative skills with ability to interpret financial statements and assess business performance.
• Strong Microsoft Excel skills with experience building, maintaining and analyzing financial models.
• Demonstrated interest in leveraging technology, automation and AI-enabled tools to improve analytical workflows and reporting processes.
• Strong attention to detail, organizational skills and ability to manage multiple priorities in a deadline-driven environment.
• Ability to synthesize information and prepare clear, concise and professionally written presentations.
• Strong verbal and written communication skills.
• Excellent interpersonal skills and ability to build effective working relationships with colleagues and clients.

Responsibilities

• Support Credit Execution team members and Relationship Managers in monitoring and administering a portfolio of large and complex client relationships.
• Perform financial statement analysis, cash flow analysis and borrower performance reviews to support portfolio monitoring activities and assist senior team members in identifying emerging risks and trends.
• Support covenant compliance monitoring, borrowing base reviews, borrower risk ratings, portfolio risk assessments and other ongoing credit monitoring requirements.
• Conduct industry, market and company research to identify trends, risks and opportunities affecting client portfolios.
• Assist in the preparation of annual reviews, renewals, amendments and other portfolio-related credit requests.
• Build, maintain and update financial models, borrower reporting packages and portfolio monitoring tools under the direction of senior team members.
• Assist in the preparation of monthly, quarterly and annual portfolio reporting, management reporting packages and boardsheet materials.
• Work closely with teammates to ensure client files, financial information and collateral records remain accurate and up to date.
• Assist in gathering information and coordinating due diligence requirements in support of annual reviews, amendments, renewals and financing transactions.
• Assist senior team members with special projects, strategic initiatives and transaction support activities as required.
• Leverage Microsoft Excel, Copilot and emerging AI-enabled tools to improve analytical processes, reporting efficiency and portfolio monitoring activities.
• Participate in client meetings and internal discussions alongside senior team members to gain exposure to underwriting, relationship management and transaction execution activities.

Skills

Financial analysis

Cash flow analysis

Excel skills

Analytical skills

Communication

Attention to detail

Teamwork

Written presentations

Education

Undergraduate degree in finance, accounting, business, economics or related field

Tools

Copilot

AI-enabled tools

Microsoft Excel

Job description

Analyst, Execution - National Client Group

Hybrid

Job number

35182

Category

Intermediate Professional

Status: Permanent

Schedule: Full-Time

28-Aug-2026

Area(s) of interest: Advisory services, Commercial banking

A career as an Analyst, Execution with the National Client Group, Western Canada means joining a high-performing team dedicated to delivering relevant and timely financial solutions that support the growth of some of Canada's leading businesses. We are collaborative professionals who work together to provide financing solutions to large private companies, public corporations and private equity-backed businesses across a broad range of industries.

Based in either Calgary, Alberta, or Vancouver, British Columbia, and reporting to the Head of Credit Execution, Western Canada, you will develop the technical skills required to build a successful career in corporate banking and credit underwriting through the development of financial analysis, portfolio management activities and transaction support.

This position is designed as an entry point into National Client Group, Western Canada and provides a structured development path toward progressively more senior responsibilities. Working alongside experienced bankers and credit professionals, you will gain exposure to credit analysis, portfolio management, annual reviews, transaction support and client relationship management within a collaborative and team-oriented environment, while developing the technical, analytical and professional skills required to build a successful career with National Bank.

Working hours are dictated by portfolio and transaction demands under a hybrid work environment with both days in the office and at home. Occasional travel for client and team meetings will be required.

Your Job:

• Support Credit Execution team members and Relationship Managers in monitoring and administering a portfolio of large and complex client relationships.
• Perform financial statement analysis, cash flow analysis and borrower performance reviews to support portfolio monitoring activities and assist senior team members in identifying emerging risks and trends.
• Support covenant compliance monitoring, borrowing base reviews, borrower risk ratings, portfolio risk assessments and other ongoing credit monitoring requirements.
• Conduct industry, market and company research to identify trends, risks and opportunities affecting client portfolios.
• Assist in the preparation of annual reviews, renewals, amendments and other portfolio-related credit requests.
• Build, maintain and update financial models, borrower reporting packages and portfolio monitoring tools under the direction of senior team members.
• Assist in the preparation of monthly, quarterly and annual portfolio reporting, management reporting packages and boardsheet materials.
• Work closely with teammates to ensure client files, financial information and collateral records remain accurate and up to date.
• Assist in gathering information and coordinating due diligence requirements in support of annual reviews, amendments, renewals and financing transactions.
• Assist senior team members with special projects, strategic initiatives and transaction support activities as required.
• Leverage Microsoft Excel, Copilot and emerging AI-enabled tools to improve analytical processes, reporting efficiency and portfolio monitoring activities.
• Participate in client meetings and internal discussions alongside senior team members to gain exposure to underwriting, relationship management and transaction execution activities.

Your Team:

National Client Group, Western Canada serves some of Canada's largest and most sophisticated clients across a broad range of industries. Our team distinguishes itself through its expertise in complex financing transactions, strong client relationships and collaborative approach to delivering tailored banking solutions. The portfolio consists of large private businesses, small to medium-sized public companies and private equity-backed organizations operating across diversified industries and financing structures.

As an Analyst, you will work alongside experienced bankers and credit professionals while developing the technical skills required to support credit underwriting, portfolio management and transaction execution activities.You will be part of a high-performance culture that values teamwork, continuous learning and professional development.

National Client Group is committed to supporting professional growth through a combination of formal training, mentorship and hands‑on experience. This position offers a clear pathway toward more senior roles while providing exposure to a broad range of commercial banking, financing and advisory activities. You will build the foundational skills required for future underwriting and portfolio management responsibilities.

Basic Requirements:

• Undergraduate degree in finance, accounting, business, economics or a related field.
• 0 to 2 years of experience in commercial banking, corporate banking, accounting, consulting, financial services, financial analysis or a related field. (Co‑op and internship experience will be considered.)
• Solid knowledge of financial statement analysis, accounting principles and corporate finance fundamentals.
• Strong analytical and quantitative skills with an ability to interpret financial statements and assess business performance.
• Strong Microsoft Excel skills with experience building, maintaining and analyzing financial models.
• Demonstrated interest in leveraging technology, automation and AI‑enabled tools to improve analytical workflows and reporting processes.
• Strong attention to detail, organizational skills and ability to manage multiple priorities in a deadline‑driven environment.
• Ability to synthesize information and prepare clear, concise and professionally written presentations.
• Strong verbal and written communication skills.
• Excellent interpersonal skills and ability to build effective working relationships with colleagues and clients.

Progress toward, or interest in pursuing, professional designations such as CFA, CPA or CBV is considered an asset.

Languages:

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Communication Diversity & Inclusion Driving Results Emotional Intelligence Teamwork Accountability Client‑focused Empathy Initiative Learning Agility Resiliency Humility

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting‑edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people‑first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier‑free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on‑the‑job learning and training, co‑development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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