Finance Analyst

Boardwalk; Calgary; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a talented individual to manage a substantial mortgage portfolio and support strategic financial operations. In this role, you will analyze funding processes, collaborate with senior management, and conduct market research to drive informed decisions. Your expertise will be crucial in managing property valuations and leading negotiations with municipalities. This dynamic position offers the chance to thrive in a fast-paced environment while contributing to a diverse and inclusive workplace. Join a team that values your unique identity and perspectives, and help shape the future of real estate management.

Benefits

Flexible group medical and dental

Fitness reimbursement

Training and development

Group RRSP matching

Rental discounts

Qualifications

• Degree in Commerce/Business/Economics required; CFA is a plus.
• Strong analytical and communication skills are essential.

Responsibilities

• Analyze and manage a $3 billion mortgage portfolio.
• Conduct market research and support budgeting functions.
• Lead property tax discussions and negotiations.

Skills

Analytical Skills

Communication Skills

Attention to Detail

Organizational Skills

Interpersonal Skills

Ability to Multi-task

Education

Degree in Commerce/Business/Economics

CFA or CFA candidate

Tools

Microsoft Office (Excel, Word, PowerPoint, Outlook)

Job description

Job Description

Posted Monday, April 21, 2025 at 6:00 a.m.

Boardwalk provides Canadians with a quality, comfortable, home living experience. We offer rental apartments and townhouses that come in a wide breadth of shapes, sizes and sets of amenities. We operate 33,000 units across Alberta, British Columbia, Ontario, Saskatchewan, and Quebec.

Boardwalk recognizes our Associates as our most valuable asset. We are proud to provide competitive wages, profit-sharing, and amazing benefits like flexible group medical and dental, fitness reimbursement, training and development, group RRSP matching, rental discounts, and more.

Responsibilities

1. Responsible for the analysis and funding process of the organization’s $3 billion mortgage portfolio
2. Review of treasury and capital requirements
3. Review of capital needs with Senior Management to support treasury requirements
4. Work closely with lending and legal partners to successfully fund mortgage capital
5. Underwrite assets and develop lender marketing and information packages
6. Conduct market research and evaluate findings
7. Mortgage administration in partnership with lenders and CMHC
8. Facilitate the Trust’s quarterly valuation of its Investment Properties and interact with 3rd party appraisers
9. Lead annual property tax discussions and negotiations with various municipalities and external consultants
10. Support the Trust’s operating budgeting and forecasting functions
11. Develop, implement and administer various margin improvement initiatives working with Operations, Asset Management, and Finance Teams

Education & Experience

1. Degree in Commerce / Business / Economics or related field
2. CFA or CFA candidate an asset
3. Related experience in Real Estate, Credit and/or Valuations-related field
4. Knowledge of and familiarity with publicly available real estate and macro-economic data sources (CMHC, Statistics Canada, etc.)

Technical Requirements

1. Advanced proficiency with Microsoft Office (Excel, Word, PowerPoint, and Outlook)
2. Ability to learn and adapt to changing systems and new technology
3. Strong inter-personal skillset
4. Attention to detail

Non-Technical Requirements

1. Ability to handle sensitive information and maintain utmost confidentiality
2. Excel under time-sensitive environment
3. Excellent verbal and written communication skills
4. Ability to work with limited supervision and to work independently
5. Excellent organizational and planning skills
6. Ability to multi-task and prioritize
7. Ability to adapt well to change
8. Able to work in a fast-paced environment

Interested applicants are invited to submit a cover letter and resume.

We would like to thank you in advance for your application, however, only those candidates who are being considered will be contacted. Offers of employment will be contingent on satisfactory Security Background Checks, Reference Checks, and Post-offer/Pre-employment Physical Testing where applicable.

Diversity, Equity and Inclusion Commitment Statement

We are committed to attracting and retaining a diverse team that will honour and celebrate your experiences, perspectives and unique identity regardless of age, ethnicity, race, colour, abilities, religion, socio-economic status, culture, gender, sexual orientation, gender identity and gender expression.

Together, our communities strive to create and maintain working and learning environments that are inclusive, equitable and welcoming.