Analyst, Execution - National Client Group

National Bank of Canada; Vancouver; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking an Analyst, Execution in the Western Canada region. You will support Credit Execution and Relationship Managers in monitoring a portfolio of large clients, perform financial statement analysis, and help with underwriting, reporting and client coordination.

You will develop technical skills in credit underwriting, portfolio management and annual reviews while collaborating with experienced bankers in a hybrid work environment.

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.
• Interest in leveraging technology, automation and AI-enabled tools to improve workflows.
• Excellent interpersonal and communication skills.

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 and identify risks.
• Support covenant compliance monitoring, borrowing base reviews, borrower risk ratings and portfolio risk assessments.
• Conduct industry, market and company research to identify trends affecting client portfolios.
• Assist in preparation of annual reviews, renewals, amendments and other portfolio-related credit requests.
• Build and update financial models and reporting packages under senior guidance.
• Assist in preparing monthly, quarterly and annual portfolio reporting and boardsheet materials.

Skills

Financial analysis

Excel

Credit underwriting

Portfolio management

Communication

Attention to detail

Team collaboration

Education

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

Tools

Microsoft Excel

AI-enabled tools

Job description

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: English

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• 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?

Join us!