Portfolio Management: Monitor and analyze credit product performance across partner programs, ensuring alignment with risk appetite and profitability targets.
Client & Partner Relationships: Participate in building and maintaining effective relationships with program partners and internal coverage teams, sharing relevant insights and collaborating on strategic opportunities.
Financial & Risk Analysis: Review and analyze client portfolios for key metrics such as cash flow, liquidity, leverage, working capital, debt coverage, collateral, and repayment sources to support underwriting and periodic reviews.
Recommendations & Judgment: Present recommendations for resolving complex situations and exercise independent judgment while developing expertise in policies, procedures, and compliance requirements.
Deal Support & Gap Analysis: Partner with senior peers on individual deals and client relationships to identify gaps, understand client businesses and financial positions, and execute opportunities for modifications, renewals, and refinancings.
Portfolio Reviews & Risk Management: Participate in regular portfolio reviews to manage risk and lead problem loan resolutions where applicable.
Product Feedback: Partner with product management teams to provide feedback on tools and processes that improve delivery of credit solutions and meet client and market needs.
Client Servicing: Collaborate with senior peers and functional partners to resolve client servicing requests and inquiries related to credit products.

Requirements

2+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bilingual in French and English
Strong analytical skills with proficiency in Excel; experience with SQL, Python, or BI tools (Power BI/Tableau) is an asset
Excellent communication and relationship-building skills
Ability to manage multiple priorities and deliver results in a fast-paced environment
University degree in business/commerce, accounting or finance

Benefits

Career Growth: This role is designed as a steppingstone to more senior positions within credit, product, or risk management.
Professional Development: Access to mentorship, training programs, and opportunities to expand your technical and leadership skills.
Impactful Work: Collaborate with partners and internal teams to shape strategies that directly influence business performance.
Inclusive Culture: Working with us means being part of a diverse and inclusive environment, where you’ll have the opportunity to connect beyond your role—whether that’s through our Women’s Connection Committee, Spark Squad events, or meaningful volunteer work in the community!

Applicant Tracking System Keywords

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

Hard skills

portfolio managementfinancial analysisrisk analysiscredit product performancecash flow analysisliquidity analysisdebt coverage analysisSQLPythonExcel

Soft skills

analytical skillscommunication skillsrelationship-building skillsindependent judgmentcollaborationproblem-solvingability to manage multiple prioritiesresults-orientedstrategic thinkingclient servicing