Tata Group

Bilingual Analyst, Portfolio Management

Tata Group

full-time

Posted on:

Location Type: Hybrid

Location: MontrealCanada

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Salary

💰 CA$55,000 - CA$65,000 per year

Job Level

Tech Stack

About the role

  • Conduct annual loan reviews, including affordability tests, debt service coverage ratio (DSCR) assessments, and loan-to-value (LTV) calculations.
  • Manage loan conversions and post-funding requests.
  • Work with leaders of real estate companies to obtain financial and project-related information.
  • Prepare memorandum notes for unique credit events.
  • Oversee the collection, review, and follow-up of documents required for loan conversions and loan reviews.
  • Collaborate daily with a diverse team of account managers, analysts, and lenders.

Requirements

  • Fluent in English and French (spoken and written).
  • Post-secondary education in finance, economics, real estate, business administration, or a related field.
  • One (1) year of commercial real estate experience is considered an asset.
  • Any experience in data handling and analysis with Excel or Power BI is considered a valuable asset.
  • A proactive, self-directed approach to project management and meeting deadlines.
Benefits
  • Comprehensive insurance (prescription drugs, vision, dental) and health and wellness spending accounts.
  • 24/7 unlimited access to telemedicine, an Employee Assistance Program (EAP), and mental health services for you and your family.
  • 4 weeks of paid vacation, plus personal/sick days and all statutory holidays.
  • Employer-contributed group RRSP to help you build long-term wealth.
  • Robust supplemental benefit programs for maternity and parental leave.
  • Tuition reimbursement, mentorship, and ongoing training.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
affordability testsdebt service coverage ratio (DSCR)loan-to-value (LTV) calculationsloan conversionsdata handlingdata analysisExcelPower BI
Soft Skills
proactiveself-directedproject managementmeeting deadlines