Associate, Syndicated Financing
- Employer
- BDC
- Location
- Calgary, Alberta (CA)
- Salary
- TBD
- Closing date
- Feb 26, 2025
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- Job Function
- Corporate Finance
- Industry Sector
- Commercial Bank, Credit Union, Private Bank, Savings & Loan,
- Employment Type
- Full Time
- Education
- Bachelors
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ASSOCIATE, SYNDICATED FINANCING
POSITION OVERVIEW
The Associate, Syndicated Financing provides analytical, financial, client relationship management and account administration support to the Syndicated Financing team.
CHALLENGES TO BE MET
- Contribute to building a profitable portfolio by assisting the Directors and Associate Directors in the management of complex syndicated lending transactions, from deal sourcing through to closing and disbursements.
- Maintain data integrity within the Syndicated Financing portfolio by ensuring all relevant information is saved in the appropriate location within the Bank's data bases.
- Contribute to completing BDC's KYC and AML due diligence including completing online requests and searches (e.g. Equifax, Corporate Registry Searches, FINSCAN, etc.).
- Conduct market/industry research and benchmark analysis, compile data and perform various market value analysis and financial forecasts.
- Contribute to the preparation of written credit submissions for loan authorizations and amendments in conjunction with the other Syndicated Financing deal team members consistent with BDC's standards and procedures.
- Ensure all quarterly and annual compliance reporting is received on time as outlined in each client's credit agreement and advise the Director or Associate Director of items that require follow-up with the Agent if required (i.e. if reporting is late or inaccurate).
- Review compliance calculations for accuracy and submit quarterly Credit Conditions worksheet to the relevant team members in a timely manner.
- Complete annual risk reviews within 6 months of each Borrower's fiscal year end.
- Stay abreast of industry conditions / economic trends / risk factors related to key industries within the Syndicated Financing portfolio.
- Design and produce regular and ad-hoc reports and dashboards.
- Minimize BDC’s risk exposure by staying abreast of BDC guidelines, policies and procedures with respect to lending decisions.
- Attend joint influencer and client meetings with the Directors and Associated Directors as required.
- Assist the Directors and Associated Directors with the co-ordination of business development activities.
WHAT WE ARE LOOKING FOR
- Undergraduate degree in Business, Accounting, Economics, Finance (or equivalent).
- Working towards or completion of a professional designation (CFA, CBV, CPA, or other relevant designation) is a plus.
- Minimum of 1 to 3 years of accounting, finance or corporate banking experience.
- Professional oral and written communication skills are an absolute must.
- High level of attention to detail, accuracy and consistency in both written and financial work.
- Ability to comprehend and analyze complex financial statements and financial models.
- Possess a high level of curiosity and resourcefulness, and desire for continuous improvement.
- Sound judgment in dealing with approaches to financing, processing applications and maintaining relationships with customers.
- Must have a collaborative team-oriented mindset, while maintaining an ability to work autonomously within a team environment.
- Well organized and be able to work under pressure while managing/balancing competing priorities and meeting critical deadlines.
- Ability to receive constructive feedback from multiple team members in a professional manner.
- Strong Excel, Word, PowerPoint skills and the ability to source market data/perform research.
- Must maintain high standards of professional and ethical conduct.
- Previous syndication experience is beneficial.
- Bilingualism is an asset (English is a must).
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