Associate Director, Financial Institutions - S&P Global Ratings

S&P Global, Inc; Toronto; Hybrid; CAD 98,000 - 185,000; Full time

Job summary

A global financial services firm in Toronto is seeking an experienced Associate Director to manage a portfolio of credit ratings for financial institutions. The ideal candidate has over 7 years of credit analysis experience, strong analytical skills, and excels in communication. This role involves leading meetings with senior management, analyzing industry trends, and preparing insightful reports. Comprehensive benefits and flexible work arrangements are offered.

Benefits

Health and wellness benefits

Flexible time off

Continuous learning opportunities

Qualifications

• At least 7 years of experience in credit analysis, ideally in fund finance or financial institutions.
• Strong understanding of financial statements and accounting concepts.
• Ability to prepare forecasts based on well-reasoned assumptions.

Responsibilities

• Analyze a portfolio of credits in fund finance and financial institutions.
• Lead meetings with senior management teams to extract insights.
• Prepare reports for S&P Global's credit portal.

Skills

Analytical skills

Communication skills

Detail orientation

Excel

PowerPoint

Emotional intelligence

Education

Undergraduate degree in Finance, Accounting, Economics, Business

M.A. or MBA in Finance, Economics, Accounting, Engineering, or Mathematics

CFA accreditation

Job description

Overview

Associate Director, Financial Institutions Ratings

About the Role :

The FI team within the Financial Services division at S&P Global focuses on assigning and surveilling ratings on a range of issuers, from banks and brokers to exchanges and alternative funds.

Responsibilities

Impact & Responsibilities: The successful candidate will be the primary analyst responsible for a portfolio of credits across bank and non-bank sectors. In addition to actively surveilling the portfolio, the analyst will communicate with market participants about ratings, as well as the fundamentals and trends impacting the industry. Specifically, you will:

• Analyze a portfolio of 14 - 16 credits, focused on fund finance and financial institutions.
• Prepare for and lead meetings with senior management teams to extract valuable insights and assess information critical to our ratings, while clearly explaining our credit rating opinions.
• Actively participate in management meetings to collaborate and build consensus.
• Demonstrate the ability to understand and identify key factors that affect an issuer's credit rating.
• Develop and maintain an understanding of industry trends and issues to influence strategic decisions.
• Prepare reports suitable for publication on S&P Global's credit portal and other media, ensuring timely dissemination and clear explanations of our ratings.
• Engage proactively in management meetings with issuers and rating committees to foster strong relationships and influence outcomes.

Required Qualifications

• At least 7 years of experience working in credit analysis, ideally within fund finance or financial institutions.
• Strong analytical skills with a deep understanding of financial statements and accounting concepts.
• Detail orientation and a focus on high accuracy while complying with multiple deadlines.
• Strong Excel, Word, PowerPoint, and database application skills.
• Ability to prepare forecasts based on well-reasoned assumptions.
• Excellent verbal and written communication skills, with the ability to articulate complex ideas clearly.
• Thrive in a collaborative work environment, demonstrating emotional intelligence.
• Familiarity with databases specializing in fund finance would be a plus.

Preferred Qualifications

• Undergraduate degree, preferably in Finance, Accounting, Economics, Business, or other business-related majors.
• M.A. or MBA focused on Finance, Economics, Accounting, Engineering, or Mathematics is preferred.
• CFA accreditation preferred.

Compensation & Benefits

Compensation / Benefits Information: This section is only applicable to US candidates. S&P Global states that the anticipated base salary range for this position is $98,000 to $185,000. Final base salary will be based on geographic location, experience level, skill set, training, licenses, and certifications.

Right to Work

Right to Work Requirements: This role is limited to persons with an indefinite right to work in the United States. All employees are required to work from the office a minimum of 2 days per week. Candidates who reach the final stage of the interview process must attend at least one in-person interview at the nearest S&P Global Ratings office before an offer can be made.

About S&P Global Ratings

About S&P Global Ratings: We provide analyst-driven credit ratings, research, and sustainable finance opinions to translate complexity into clarity for market participants. We enable growth for a wide variety of organizations, including businesses, governments, and institutions.

S&P Global Ratings is a division of S&P Global (NYSE: SPGI). S&P Global provides credit ratings, benchmarks, analytics and workflow solutions across global markets.

For more information, visit www.spglobal.com/ratings

What’s In It For You?

Our Purpose : Progress requires a catalyst to be set in motion. Information, imagination, people, and technology together unlock possibility and change the world.

Our People : We are a global team of 35,000+ driven by curiosity and a shared belief that Essential Intelligence helps build a more prosperous future. We are committed to inclusion, sustainability, and empowering our customers to find new, sustainable ways of doing business.

Our Values : Integrity, Discovery, Partnership.

Benefits : We provide comprehensive benefits to support you and your career, including health and wellness, flexible time off, continuous learning, retirement planning and education programs, family-friendly perks, and more. For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring & Compliance

S&P Global is committed to fair hiring practices and a culture of respect and collaboration. A Securities Disclosure and Trading Policy may require some candidates to disclose securities holdings or impose trading restrictions to mitigate conflicts of interest. Employment is contingent upon policy compliance.

Recruitment Fraud & EEO

Recruitment Fraud Alert: If you receive an email from an spglobalind.com domain or other suspicious domains, report it. S&P Global never requires payment for job applications or interviews. We are an Equal Opportunity Employer. All qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, unemployment status, or any other status protected by law. For accommodations during the application process, email [e-mail].