Associate, Execution - National Client Group
Listed on 2026-09-14
-
Finance & Banking
Credit Analyst, Underwriter, Risk Manager/Analyst, Portfolio & Asset Management
A career as an Associate, Execution with the
National Client Group, Western Canada means joining a high-performing team
dedicated to delivering relevant and timely financial solutions that support
the growth of some of Canada's leading businesses. We are collaborative
professionals who work together to provide financing solutions to large private
companies, public corporations and private equity-backed businesses across a
broad range of industries.
Based in either Calgary, Alberta, or
Vancouver, British Columbia, and reporting to the Head of Credit Execution,
Western Canada, you will contribute to the management of a portfolio while
actively participating in credit underwriting, portfolio management and
transaction execution activities. You will further develop the technical
expertise and credit judgment required to manage increasingly complex financing
opportunities.
This position represents the first fully
accountable Credit Execution role within National Client Group, Western Canada
and provides the opportunity to further develop the underwriting, execution and
credit judgment skills required to progress into more senior positions.
Associates are responsible for preparing underwriting analysis and credit
recommendations, managing portfolio responsibilities, interacting with Credit
Risk Management and contributing to transaction structuring discussions
alongside senior team members while supporting the delivery of complex
financing solutions to clients.
Working hours are dictated by portfolio and
transaction demands under a hybrid work environment with both days in the
office and asional travel for client and team meetings will be
required.
- Assume primary underwriting responsibility for an assigned
portfolio of clients, including annual review completion, covenant
monitoring, risk rating maintenance, portfolio quality assessments and
identification of emerging credit risks. - Support National Client Group, Western Canada team members
(Execution and Relationship Management) in managing and growing a portfolio
of relationships across both bilateral and syndicated lending mandates while
supporting broader team initiatives. - Independently prepare credit analysis, financial models,
borrower risk ratings and underwriting materials for annual reviews,
renewals, amendments and new lending opportunities. - Perform detailed financial analysis, cash flow assessments,
capital structure reviews and borrower performance evaluations to identify
key risks, develop well-reasoned underwriting recommendations and prepare
comprehensive credit submissions in support of new lending opportunities,
amendments, annual reviews and other portfolio requests. - Present and defend credit recommendations to Credit Risk
Management while incorporating feedback into transaction structures and
approval materials. - Participate in transaction structuring discussions involving
leverage, covenant design, collateral packages and other credit risk
mitigation measures. - Manage assigned transaction work streams, including financial
analysis, due diligence coordination, borrower risk assessments, internal
approval materials, documentation review and closing support. - Work closely with advisors, private equity sponsors, legal
counsel and internal banking partners (including Loan Syndications, Debt
Capital Markets, Equity Capital Markets, Treasury, Derivative Solutions
and M&A) to execute financing transactions and complete required due
diligence activities. - Maintain ongoing dialogue with clients and internal
stakeholders regarding financial reporting requirements, covenant
compliance and portfolio monitoring matters. - Work collaboratively with, and provide day-to-day guidance to,
Analysts on financial analysis, portfolio monitoring activities and
preparation of credit-related materials. - L…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).