
Bilingual Analyst, Portfolio Management
Tata Group
full-time
Posted on:
Location Type: Hybrid
Location: Montreal • Canada
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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