Analyst, Portfolio Management

Located in St. Albert, Alberta, and reporting to the Manager, Portfolio Management, this full-time position will provide support to the Portfolio Management Team within Canada ICI’s Asset Management Group (AMG) in their administration of Mortgage Investments made by Canada ICI’s broad investor network.

The main roles of the position include submitting credit packages for CMHC insured mortgages and reviewing CMHC applications (60335’s), overseeing the performance of the assets and/or projects securing AMG mortgage investments and providing best-in-class reporting to AMG Investors on the performance of their mortgage investments. This is an excellent opportunity for those looking to establish or expand their foundation in the real estate finance industry.

This Position Offers?

• Love where you work! Our office is a modern welcoming environment, located in St. Albert – Suite #106, 205 Carnegie Drive, with free onsite parking.
• Competitive salary plus semi-annual bonus structure.
• Comprehensive benefits package, which includes extended health care (with paramedical coverage), dental, health spending account, Employee & Family Assistance Program as well as life & disability insurance.
• RRSP matching program.
• Join our dynamic supportive work environment where we have regular events, lunches, and team-building activities.
• We foster and mentor your growth & development, often promoting within.

Education and Skills

• Bachelor’s Degree or Secondary Education in a relevant field (eg. Finance, Real Estate, Urban Planning and Development, Economics).

• Some experience in Commercial Real Estate Industry is an asset.
• Excellent financial analysis skills, including ability to review and understand corporate financial statements.
• Proficiency in Microsoft Office including a strong understanding in Excel.
• Experience utilizing Business Intelligence tools (eg. Power BI, Tableau) is an asset.
• High attention to detail.
• Strong inter-personal and communication skills.
• Demonstrated ability to work within a team setting required.
• Ability to multi-task and work in a rapidly changing environment with shifting deadlines and priorities.
• Willingness and ability to travel intermittently across Canada as required (~5-10% of your time will be out of office).

Responsibilities:

• Responsible for submitting credit packages for CMHC insured loans and reviewing CMHC Applications (60335’s) with the assistance of the Director, Mortgage Investments and Director, Loan Administration.
• Responsible for the preparation and distribution of investor-specific and portfolio-wide reporting on a weekly, monthly, quarterly and annual cycle as required.
• Assist the Manager, Portfolio Management in the review of interest reserve sufficiency for various construction and bridge loans and responsible for preparing an Interest Reserve Sufficiency reports for the Manager’s review and to be distributed to the various stakeholders within the organization.
• Assist Manager, Portfolio Management with the completion of annual and periodic review of mortgage facilities held by investors within the Asset Management group, including, but not limited to:
• Review of annual financial and personal net worth statements for loan sponsors (including borrower(s) and/or guarantor(s)).
• Review of property specific reporting, including rent rolls, operating statements, and any further supporting documentation.
• Review of leasing and sales reports.
• Preparation of updated underwriting, including completion of up-to-date proforma analysis as applicable.
• Assist the Manager, Portfolio Management in the development and ongoing preparation of enhanced reporting for AMG investors, including the creation and maintenance of Business Intelligence reporting for both external and internal parties.
• Assist the Manager, Portfolio Management with the facilitation of renewals, assumptions and amendments of mortgages held with AMG Investors.
• When required, assist Manager, Portfolio Management with annual and/or periodic site inspections of mortgaged properties throughout Canada, producing a report of your findings to be distributed to internal and external stakeholders.
• Provide support to Documentation, Funding and Servicing teams within the AMG Group as required.

About Canada ICI

Canada ICI is the country's leading commercial real estate finance firm, annually arranging financing above $9 Billion through its offices in Toronto, Vancouver, Victoria, Montréal, Calgary, Edmonton, St. Albert, Ottawa, Halifax, and Winnipeg. Our proven track record, extensive market knowledge, and ability to creatively bring quality deals together have made us a trusted advisor for some of Canada's most active real estate owners.

Want to Learn More?

Not ready to apply? We invite you to explore what it's like working with Canada ICI. Learn more about our culture, our values, and how we can help you build your career in commercial real estate. Visit www.icicareers.com.

Canada ICI is committed to achieving a diverse and inclusive workforce and strongly encourages applications from diverse candidates.

While we thank all applicants for their interest, only those individuals selected for an interview will be contacted.