Associate, Execution & Credit Portfolio – Ontario

National Bank of Canada; Toronto; Hybrid; CAD 110,000 - 150,000; 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 invites applications for the Associate, Execution within the Ontario National Client Group. You will participate in complex senior debt lending mandates, including bilateral and syndicated transactions, under the guidance of senior team members.

You will support portfolio management, perform credit analysis, model financials in Excel and S&P Capital IQ, and assist with due diligence on new opportunities.

Qualifications

• Bachelor’s degree in finance, accounting or related field.
• Professional designation(s) and/or an advanced degree in Finance, Accounting or Business Administration is considered a strong asset.
• 3 to 5 years of experience in Corporate or upper mid-market Commercial Banking or related field.
• Strong knowledge of credit underwriting, loan structuring (bilateral/syndicated transactions) and financial statement analysis.

Responsibilities

• Support the day-to-day management of the Ontario National Client Group credit portfolio and assist with the execution of new lending opportunities/mandates as needed.
• Perform high-quality credit analysis and deal structuring activities in accordance with Bank standards while partnering with the Director(s), National Client Group (Execution and Relationship Management), in managing and growing an existing portfolio(s) of complex lending relationships.
• Perform transaction financial modeling (Microsoft Excel, S&P Capital IQ) and Borrower Risk Ratings on a portfolio of existing and prospective clients.
• Independently manage an assigned portfolio of Annual Reviews while working collaboratively with Directors on more complex renewals.
• Assist Directors by working closely with financial advisors, private equity sponsors and internal banking partners (i.e. derivative hedging, loan syndications and investment banking) to perform required due diligence on prospective new transaction opportunities.
• Work in close collaboration with other Associates and Client Account Representatives on credit submission requests and ensure that client and collateral files are updated in a timely manner.

Skills

Accountability

Client-focused

Communication

Emotional Intelligence

Learning Agility

Listening

Teamwork

Education

Bachelor’s degree in finance, accounting or related field

Advanced degree in Finance, Accounting or Business Administration (asset)

Tools

Microsoft Excel

S&P Capital IQ

Job description

National Bank of Canada invites applications for the Associate, Execution within the Ontario National Client Group. You will participate in complex senior debt lending mandates, including bilateral and syndicated transactions, under the guidance of senior team members.

You will support portfolio management, perform credit analysis, model financials in Excel and S&P Capital IQ, and assist with due diligence on new opportunities.