Investor Relations Associate Analyst

Position: Investor Relations Associate Analyst Role
Elevate your career at First National as an Investor Relations Associate Analyst, focusing on financial reporting and analysis for mortgage portfolios. This position requires accountability in tracking investor-client collections, arrears, and renewals.

As an Associate Analyst, you will support the Investor Relations team by preparing financial reports, analyzing mortgage service fees, and reconciling remittances using platforms like Merlin and Optimus.

Your role includes ensuring accurate tracking of cash flows and managing communication with investors through letters and emails.

Key Responsibilities:

• Prepare and reconcile financial reporting packages for investor clients

• Analyze mortgage service fees, taxes, and penalties

• Manage investor remittances and communications

• Monitor cash flow and prepare wire transfer requests

• Collaborate with internal teams for audit support

Requirements:

• Post-secondary education in Business/Economics preferred

• Minimum 1 year in financial services

• Proficient in Excel, SQL, and related applications

• Exceptional organizational and problem-solving skills

• Strong verbal and written communication abilities

Join our team and contribute to impactful financial analysis and investor relations at First National.
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