Credit Portfolio Analyst

Robertson & Company Ltd.; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

Join a prestigious bank as a Portfolio Analyst, where you will support the monitoring and analysis of credit portfolios. This role involves collaborating with cross-border teams to ensure consistent application of credit risk frameworks and reporting standards. You will develop analyses of borrowers, contribute to reporting packages, and stay updated on market trends to identify emerging credit risks. This is an excellent opportunity to leverage your analytical skills and financial expertise in a dynamic environment that values innovation and ethical practices.

Qualifications

• 5+ years in credit risk, loan analysis, or portfolio monitoring.
• Bachelor’s degree in Finance, Business, or Economics required.

Responsibilities

• Monitor and analyze the firm’s credit portfolio for risks.
• Conduct portfolio reviews and stress testing models.

Skills

Analytical Skills

Credit Risk Principles

Communication Skills

Financial Data Assessment

Education

Bachelor’s Degree in Finance

Postgraduate Education or Certifications (CFA, FRM)

Tools

Excel

Power BI

SAP

Sage

Job description

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Robertson & Company Ltd. provided pay range

This range is provided by Robertson & Company Ltd.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$80,000.00/yr - CA$100,000.00/yr

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Job Title:

Location:

Toronto, ON (Hybrid)

The Client:

Our client is a prestigious bank with global reach and strong regional roots. Renowned for innovative financial solutions, they excel in corporate, retail, and institutional banking while advancing sustainability and digital transformation. By fostering long-term client relationships and prioritizing ethical practices, they remain a trusted partner for businesses and individuals worldwide.

What you will achieve in this role:

• Support the monitoring and analysis of the firm’s credit portfolio, with a focus on identifying concentration risks, sectoral vulnerabilities, and client-specific exposures.
• Conduct portfolio reviews and contribute to the design and execution of scenario-based stress testing models to evaluate risk resilience under various macroeconomic conditions.
• Collaborate with cross-border stakeholders, including teams in New York and across the Americas, to ensure consistent application of credit risk frameworks and reporting standards.
• Interpret and refine internal policies and procedures to align with evolving regulatory expectations and internal governance protocols.
• Develop name-specific analyses of borrowers, incorporating an understanding of key industry characteristics across sectors such as telecommunications, natural resources, and infrastructure.
• Contribute to the production of recurring and ad hoc reporting packages, including dashboards and analytical summaries intended for executive and regulatory consumption.
• Monitor and report on key credit risk indicators, exposure thresholds, and other portfolio metrics to support internal decision-making.
• Remain current on market trends, industry benchmarks, and regulatory developments to proactively identify emerging credit risks.

What you must bring to this role:

• Must have a bachelor’s degree in Finance, Business, Economics, or a similar discipline; postgraduate education or certifications (CFA, FRM) are an asset.
• Must have 5+ years of professional experience in credit risk, loan analysis, or portfolio monitoring within financial services.
• Expected to bring knowledge of credit risk principles, regulatory guidance, and exposure to Canadian banking practices.
• Requires strong analytical skills with a proven ability to assess financial data and convey complex ideas with clarity.
• Must be comfortable working with analytical tools and platforms, with advanced proficiency in Excel required; familiarity with Power BI is expected, and exposure to platforms such as SAP or Sage is considered an asset.
• Should possess strong communication skills, both written and verbal, with an ability to create executive-level summaries and reporting packages.
• Must be detail-oriented with the ability to balance competing priorities and deliver under pressure.
• Highly organized, eager, and capable of operating in a lean, analytically rigorous environment.

Only those who are qualified will be contacted.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst and Finance

• Industries

  Banking and Financial Services

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