Analyst, Portfolio Management – FinDev Canada

Export Development Canada; Toronto; Hybrid; CAD 63,000 - 86,000; Full time

Job summary

A national development finance institution is seeking an Analyst for their Portfolio Management team based in Toronto. This role involves managing financial transactions and supporting investment evaluations. Ideal candidates will have an undergraduate degree in a related field and 1-3 years of relevant experience. A bilingual advantage in French and English is welcomed, and the position offers a hybrid work model. Competitive salary and benefits included.

Benefits

Comprehensive benefits package

Impactful work in emerging markets

Collaborative culture

Qualifications

• Minimum 1 to 3 years of relevant experience.
• Bilingual in both official languages (French and English) is a plus.
• Keen interest in development finance and working in a multicultural environment.

Responsibilities

• Contribute to portfolio management activities, including financial statement analysis.
• Track counterparties covenants to ensure compliance.
• Support Investment Officers in preparation of annual reviews and credit updates.

Skills

Analytical skills

Financial modeling

Communication skills

Education

Undergraduate Degree in Commerce, Finance, Economics

Job description

Are you ready to advance your career while impacting change in emerging markets?

We are looking for an Analyst to join our Portfolio Management team!

Welcome to FinDev Canada, Canada’s development financial institution! We are looking for talented professionals to join our growing organization. At FinDev Canada, we are guided by our mandate and the opportunity to positively impact climate and nature action, gender equality and market development . We drive sustainable development by working with and through the private sector.

This is your opportunity to join a growing, dynamic team and leave your mark on our organization, on development finance, and on the world at large.

Team : Portfolio Management

Employment Type : Permanent

Salary: Investment Analyst 15: Salaries typically range from $63,894 - $85,194 annually plus a performance-based incentive.

Location : FinDev Canada headquarters is in downtown Montreal. For the right candidate, Ottawa or Toronto will be considered, with the flexibility to work under a hybrid model (home/office).

Why You’ll Love Working Here

• Impactful Work - At FinDev Canada, we are committed to promoting sustainable and inclusive growth in emerging markets and developing economies. Your work here will make a real difference, contributing to meaningful projects that have a lasting impact on communities around the world.

• Your Colleagues - Join a diverse and talented team that brings a wealth of experience, knowledge, and passion to everything we do.

• Collaborative Culture - Collaboration is at the heart of our success. At FinDev Canada, we believe that working together not only enhances our business but also strengthens our ability to achieve our mission. Our culture is built on mutual support and teamwork, ensuring that we collectively drive our mandate and strategy forward.

• Perks and Benefits - Our Total Rewards offering goes beyond just a paycheck. We provide a comprehensive package designed to meet the diverse needs and life stages of our employees.

Position & Team Overview

FinDev Canada’s Portfolio Management Team is an integral part of the Investments Team, who as a whole is responsible for originating, structuring, documentation, credit approval process, closing and managing tailored financial solutions to private sector companies contributing to the sustainable development of emerging market developing economies.

The Portfolio Management team’s core task consists of the supervision of FinDev Canada’s portfolio of transactions from post-closing to final repayment, in close coordination with other relevant business units.

The Analyst, Portfolio Management, will be responsible for contributing to our portfolio management activities by supporting the Investment Officers on the management specific transactions, including through financial and credit analysis, and monitoring of contractual compliance.

What You Will Be Doing

• Transaction Management: Contribute to the portfolio management activities, including spreading of financial statements, review of covenant compliance, analysis and processing of waivers, amendments, consents and disbursement requests.

• Covenant Compliance: Track FinDev Canada’s counterparties covenants (financial, impact, business integrity, environmental and social) to ensure they are complied with.

• Investment Reviews: Support Investment Officers in the preparation of annual reviews, credit rating updates, and periodic valuations of each investment in the portfolio.

• Documentation Review: Review existing loan, equity, fund and project finance documentation to ensure key compliance elements are adequately reflected in monitoring systems and assess client reports ensuring adherence to contractual requirements and compliance with FinDev Canada’s policies and procedures.

• Process Improvement: Assist in the development and review of existing portfolio management processes to help ensure alignment of FinDev Canada with industry best practices in Portfolio Management activities.

• Communication and Reporting: Participate in internal discussions and external stakeholder engagement related to the portfolio.

What We Are Looking For

Must-haves

• Experience : Minimum 1 to 3 years of relevant experience.

• Educational Background : Undergraduate Degree in Commerce, Finance, Economics or related.

• Key Skills:

  • Strong analytical, quantitative, financial modelling and conceptual skills.

  • Excellent written and verbal communication skills.

• Keen interest : in development finance and working in a multicultural environment.

Nice-to-Haves

• Language Proficiency:

  • Bilingual in both official languages (French and English).

  • Proficiency in Spanish.

• Experience:

  • Prior experience with process development and documentation.

  • Experience in financing transactions in emerging and developing markets.

Ready to take the next steps?

Apply now! Your application must clearly demonstrate how you meet all the requirements.

Want to learn more about FinDev Canada? Check out our website here: http://www.findevcanada.ca/

FinDev Canada’s Commitment to Employment Equity

FinDev Canada is committed to creating a safe and inclusive environment that respects people from all cultures, backgrounds and with a range of ability, and nurturing a culture of inclusion and belonging where everyone has equal opportunity to grow, develop, succeed and be their truest selves in an inclusive environment. We are committed to employment equity and actively encourage applications from women, Indigenous peoples, visible minorities, persons with disabilities, and members of the 2SLGBTQI+ community.

We thank all applicants' interest in a career at FinDev Canada; however, only those selected for an interview will be contacted.Please note that qualified candidates may be considered for similar roles at this same level within FinDev Canada.