Analyst, Portfolio Management

Canada ICI Capital Corporation; St. Albert; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Free onsite parking

Semi-annual bonus

Benefits package

RRSP matching

Team events & development

Job summary

Canada ICI Capital Corporation is hiring an Analyst, Portfolio Management to support the AMG team in mortgage investments. This full-time, in-person role is based at our St. Albert office, with a modern workplace and on-site parking.

Responsibilities include preparing investor reports, reviewing reserve sufficiency, and assisting periodic mortgage facility reviews. Growth opportunities and a collaborative environment are emphasized.

Qualifications

• Bachelor’s degree or equivalent in finance, real estate, economics, or related field.
• Experience in commercial real estate is an asset.
• Experience as a default analyst is an asset.
• Strong financial analysis and Excel skills.
• Detail-oriented with strong communication and teamwork.
• Ability to multi-task in a fast-changing environment.

Responsibilities

• Prepare and distribute investor- and portfolio-wide reporting on a regular basis.
• Assist in review of interest reserve sufficiency for construction and bridge loans.
• Support annual and periodic reviews of mortgage facilities with investors.
• Oversee the performance of assets and identify risks or opportunities for optimization.
• Facilitate renewals, assumptions, and amendments of mortgages.
• Provide support to Documentation, Funding, and Servicing teams.
• Collaborate with the Manager and team to ensure top-tier investor reporting.

Skills

Financial analysis

Advanced Excel

Interpersonal skills

Team collaboration

Attention to detail

Multi-tasking

Education

Bachelor’s Degree in Finance/Real Estate/Economics

Tools

Microsoft Office

BI tools

Job description

The Analyst, Portfolio Management, reporting to the Manager, Portfolio Management, provides critical support to the Portfolio Management Team within the Asset Management Group (AMG) in the administration of mortgage investments made by a broad investor network. This role is ideal for individuals seeking to build or expand their foundation in real estate finance, with exposure to a diverse portfolio and investor base.

This position is full time in-person based out of our St. Albert office.

This Position Offers

• Love where you work! Our office is a modern welcoming environment, located in St. Albert - Suite #106, 205 Carnegie Drive, with free onsite parking.
• Competitive salary plus semi-annual bonus structure.
• Comprehensive benefits package, which includes extended health care (with paramedical coverage), dental, health spending account, Employee & Family Assistance Program as well as life & disability insurance.
• RRSP matching program.
• Join our dynamic supportive work environment where we have regular events, lunches, and team-building activities.
• We foster and mentor your growth & development, often promoting within.

Qualifications

• Bachelor’s Degree or post-secondary education in a relevant field (e.g., Finance, Real Estate, Urban Planning and Development, Economics).
• Experience in the Commercial Real Estate Industry is an asset.
• Experience as a default analyst is considered an asset.
• Excellent financial analysis skills, including the ability to review and interpret corporate financial statements.
• Proficiency in Microsoft Office, with advanced skills in Excel.
• Experience with Business Intelligence tools is an asset.
• High attention to detail.
• Strong interpersonal and communication skills.
• Demonstrated ability to work effectively within a team setting.
• Ability to multi-task and adapt in a rapidly changing environment with shifting deadlines and priorities.

Key Responsibilities

Portfolio Management & Reporting

• Prepare and distribute investor-specific and portfolio-wide reporting on a weekly, monthly, quarterly, and annual basis.
• Assist in the review of interest reserve sufficiency for construction and bridge loans, including preparing Interest Reserve Sufficiency reports for stakeholder review.
• Support the completion of annual and periodic reviews of mortgage facilities held by investors, including:
  • Reviewing annual financial and personal net worth statements for loan sponsors (borrowers and/or guarantors).
  • Reviewing property-specific reporting, such as rent rolls, operating statements, CMHC affordability analysis and supporting documentation.
  • Reviewing leasing and sales reports.
  • Preparing updated underwriting and up-to-date proforma analyses as applicable.

Asset Oversight & Administration

• Oversee the performance of assets and/or projects securing AMG mortgage investments, monitoring key metrics and identifying risks or opportunities for optimization.
• Facilitate renewals, assumptions, and amendments of mortgages held with AMG investors.

Team Collaboration & Support

• Provide support to Documentation, Funding, and Servicing teams within the AMG Group as required.
• Collaborate with the Manager, Portfolio Management and other team members to ensure best-in-class service and reporting for investors.

About Canada ICI

Canada ICI Capital Corporation is an industry leader in the distribution and management of compelling mortgage products, specializing in commercial mortgage origination, direct lending, and mortgage asset management. Through its national platform, the firm combines entrepreneurial agility with institutional discipline to help borrowers access capital and enable mortgage investors to fund confidently in high-quality opportunities.

As one of the country’s most active CMHC lenders, Canada ICI offers a comprehensive suite of CMHC construction and term financing products for top-tier borrowers across Canada. Its CMHC program is widely regarded as one of the most reliable and competitive sources of capital in the market.

Canada ICI is committed to building a diverse, equitable, and inclusive workforce and welcomes applications from all qualified candidates, including individuals with disabilities. Accommodations are available upon request for candidates participating in all aspects of the recruitment and selection process. We strongly encourage applications from candidates of diverse backgrounds and experiences.

AI-enabled tools may be used during the recruitment process to support applicant screening and assessment. Hiring decisions are made by qualified team members.

While we thank all applicants for their interest, only those individuals selected for an interview will be contacted.