About this role

Complete annual credit reviews for existing investments, including reviewing financial statements, financial models, and other transaction documents, analyzing performance, and monitoring covenant compliance.
Monitor an assigned portfolio of investments, including reviewing quarterly financial statements and compliance reports, providing credit updates, and documenting the risk management process.
Maintain various risk management/compliance reports.
Assist in amendments and other investment management reports.
Support the team in due diligence for new investment opportunities.
Support in various process improvement projects.

A baccalaureate degree preferably in Accounting, Finance, Economics, Commerce, or Business Administration.
Proficient in MS Office, including Excel, Word, and PowerPoint.
Excellent written and verbal communication skills.
Ability to work independently and complete tasks within deadlines.
Ability to multi-task and coordinate with multiple team members.
Experience in investment research or credit analysis considered an asset.
Ability to analyze complex financial models preferred.
Active enrollment in the CFA program preferred.

Investment Analyst

Key skills