Investor Relations Associate Analyst

Elevate your career as an Investor Relations Associate Analyst with First National in Toronto. This full-time role focuses on financial reporting and mortgage portfolio management in a dynamic team environment.

The Investor Relations Associate Analyst supports financial operations for investor-client mortgage portfolios. This position demands at least one year of experience in financial services along with proficiency in SQL, Excel, and reporting tools like Merlin and Optimus. Joining First National means working in a collaborative office with a strong culture of career advancement and employee engagement.

Key Responsibilities:

• Prepare and reconcile financial reporting packages timely

• Complete mortgage fee and penalty interest analyses

• Monitor cash flow and prepare wire transfer requests

• Assist in month-end reports and audit documentation

• Liaise with investors on reporting and queries

Requirements:

• Post-secondary education in Business or Economics preferred

• At least 1 year of relevant financial services experience

• Proficiency in SQL, Merlin, and Excel

• Excellent organizational and problem-solving skills

• Strong interpersonal and communication abilities

Contribute to First National's success by enhancing investor-client interactions through accurate financial reporting and analysis.
#J-18808-Ljbffr