Analyst, Execution - National Client Group
Listed on 2026-09-14
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Finance & Banking
Financial Analyst, Risk Manager/Analyst, Portfolio & Asset Management, Credit Analyst
A career as
an Analyst, 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 develop the technical skills
required to build a successful career in corporate banking and credit
underwriting through the development of financial analysis, portfolio
management activities and transaction support.
This
position is designed as an entry point into National Client Group, Western
Canada and provides a structured development path toward progressively more
senior responsibilities. Working alongside experienced bankers and credit
professionals, you will gain exposure to credit analysis, portfolio management,
annual reviews, transaction support and client relationship management within a
collaborative and team-oriented environment, while developing the technical,
analytical and professional skills required to build a successful career with
National Bank.
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.
- Support Credit Execution team
members and Relationship Managers in monitoring and administering a
portfolio of large and complex client relationships. - Perform financial statement
analysis, cash flow analysis and borrower performance reviews to support
portfolio monitoring activities and assist senior team members in
identifying emerging risks and trends. - Support covenant compliance
monitoring, borrowing base reviews, borrower risk ratings, portfolio risk
assessments and other ongoing credit monitoring requirements. - Conduct industry, market and
company research to identify trends, risks and opportunities affecting
client portfolios. - Assist in the preparation of
annual reviews, renewals, amendments and other portfolio-related credit
requests. - Build, maintain and update
financial models, borrower reporting packages and portfolio monitoring
tools under the direction of senior team members. - Assist in the preparation of
monthly, quarterly and annual portfolio reporting, management reporting
packages and board sheet materials. - Work closely with teammates to
ensure client files, financial information and collateral records remain
accurate and up to date. - Assist in gathering information
and coordinating due diligence requirements in support of annual reviews,
amendments, renewals and financing transactions. - Assist senior team members with
special projects, strategic initiatives and transaction support activities
as required. - Leverage Microsoft Excel,
Copilot and emerging AI-enabled tools to improve analytical processes,
reporting efficiency and portfolio monitoring activities. - Participate in client meetings
and internal discussions alongside senior team members to gain exposure to
underwriting, relationship management and transaction execution
activities.
National
Client Group, Western Canada serves some of Canada's largest and most
sophisticated clients across a broad range of industries. Our team
distinguishes itself through its expertise in complex financing transactions,
strong client relationships and collaborative approach to delivering tailored
banking solutions. The portfolio consists of large private businesses, small to
medium-sized public companies and private equity-backed organizations operating
across…
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