Investment Analyst, Private Debt

The Opportunity: At Equitable we believe great things happen when we work together. Were a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If youre passionate about making a difference and growing your career in an inclusive and collaborative environment wed love to hear from you. Our culture is built on care passion and curiosity. We put people above all else strive to be our best and welcome new ideas to deliver positive Investment Analyst Private Debt will play a key role in adding value to the asset management process through comprehensive issuer industry and market this role you will support the oversight and management of private debt portfolios by conducting detailed financial modeling evaluating creditworthiness and assessing investment risks and in this position contribute directly to portfolio construction and ongoing monitoring by preparing research presenting recommendations and ensuring all investment activities align with the organizations Investment Policies and Procedures. This is an excellent opportunity for someone with strong analytical skills a passion for fixedincome markets and an interest in private debt strategies to influence investment outcomes and gain exposure to sophisticated portfolio management one of the regions top employers and be part of something that truly makes a Arrangements: This is a hybrid role. You will work in our office in Waterloo ON a minimum of two (2) assigned consecutive days every other week plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum youll do:Research:Track industry developments including reviewing sell-side researchcredit ratingsoffering memorandums companyreportingcentral bank activityandadvisor/ research to provide insight or make recommendations on investment proposals industryanalysisor market includes investment recommendations with regards to new and existinginvestmentsor investment strategies that will be presented to investment committees up to the Board andmaintainfinancial models/ industry events and issuer/borrower meetings as a representative of Equitable risk management initiatives including providing input to risk metricsincludingupdating risk management portfolio management tools through data maintenance as well as researching improvements and recommending changes where exposures and ensure compliance with andmaintainquality data in reporting systems and performance tracking authorities asestablishedin the Investment ad hoc initiatives theAVP Private Investmentsand theDirector Private Placements in the assessment structuring and negotiation of investment opportunities to mitigate risks and enhance detailed written investment proposal memorandums supporting recommendations for approval by Senior existing investments in the Private Placement portfolio to ensure compliance with respective terms and conditions and perform annual written credit reviews with recommendations for approval by Senior the Senior Commercial Account Managers in performing effective control and performance functions in the Commercial Mortgage portfolio including the annual review process recognizing increased risks and potential defaults and administering borrower andmaintainrelationships with both internal and external stakeholders for the Private Placement and Commercial Mortgage in the closing and funding of investment transactions the evaluation and/or preparation of management reports for credit amendments or problematic youll bring:Undergraduate orMastersdegreeinBusinessEconomicsCommerce Finance Accounting or MathWorking towards obtaininga professional designation (e.g. CPACFA CIM) would be viewed as an asset2to3years of credit investment related experience with a strong interest in investmentsDemonstratesproficiencyin the following behavioural attributes:Strong interpersonal skillsStrongwritten andverbal communication skillswith the ability to concisely relay informationSelf-starter withdemonstratedcapability to work independentlyGood organization and time management skillsExcellent command of MS Excel(knowledge of VBA financial modelingand other programming languages is an asset).Sound knowledge of financeaccountingand investments including principles of debtequityand real estate markets.2 to 3 years of experience in the financial services sector analyzing financial statements with basic exposure to credit underwriting and real estate lending in it for you:Career Growth: Regular learning sessions and developmentopportunitiesTotal Rewards: Incentive pay annual salary reviews employer-paid benefits and pensionmatchingTime Away: Competitive vacation plus one paid volunteer day each yearFlexibility: Healthy work-life balance with employee wellness always top of mind complemented by a dress for your day approachAt Equitable were committed to fair pay and an inclusive accessible hiring experience. If you need accommodations or alternative formats at any stage just reach out to us at Were happy to base pay will be based on your skills qualifications experience and addition to your salary this role is eligible for a discretionary annual incentive award tied to business performance plus a wide range of competitive benefits. If youre selected to move forward our Talent Acquisition team will walk you through all the details of our total rewards program so you know exactly whats To: Manager CreditDepartment: Private Investments Term: Permanent Full-Time