Hybrid Fixed Income Credit Analyst — ESG & Automation

Central 1 Credit Union; Toronto; Hybrid; CAD 65,000 - 80,000; Full time

Benefits offered by this job

Hybrid work environment

Incentive plan

Generous vacation

Flexible benefits

Retirement plan 6% match

Learning & development access

Wellness platform access

Career development opportunities

Volunteer day off

Corporate discounts

Job summary

Central 1 Credit Union is seeking a Credit & Financial Analyst to join the Treasury & Portfolio Management team. The role focuses on evaluating investment opportunities through credit, financial, and ESG analysis to support sound investment decisions.

You will collaborate with Portfolio Managers to improve processes and portfolio performance, with the position based in the Greater Vancouver area, BC or the Greater Toronto Area, ON.

Qualifications

• Previous experience independently preparing written credit or financial analyses is essential.
• Minimum of three years of work experience, ideally in the credit union system, banking, or finance with exposure to investments and risk management.
• Degree in commerce, business studies, or another quantitative field.
• Pursuit of accounting or CFA designation is encouraged.
• Proficiency in Microsoft Office and willingness to work with new technology.

Responsibilities

• Independently prepare high-quality quantitative and qualitative credit reviews, including ESG analyses, on fixed income securities and counterparties.
• Analyze data sources such as investor presentations, financial results, rating agency reports, and public information to identify trends.
• Serve as subject matter expert on securities, counterparties, and sectors within Central 1's fixed income universe and provide insights.
• Provide quarterly earnings updates to Portfolio Managers.
• Produce a monthly ESG dashboard.
• Represent Central 1 at external meetings and provide feedback and insights.
• Maintain meticulous documentation to support analyses and recommendations.

Skills

Credit analysis

Financial modelling

ESG analysis

Quantitative analysis

Microsoft Office

Communication

Education

Bachelor's degree in commerce, business or quantitative field

Pursuit of accounting or CFA designation

Tools

Excel

Financial software

Credit analysis tools

Job description

Central 1 Credit Union is seeking a Credit & Financial Analyst to join the Treasury & Portfolio Management team. The role focuses on evaluating investment opportunities through credit, financial, and ESG analysis to support sound investment decisions.

You will collaborate with Portfolio Managers to improve processes and portfolio performance, with the position based in the Greater Vancouver area, BC or the Greater Toronto Area, ON.