Job Description

Title: Analyst - Deal Team Specialist
Location: Montreal, QC
Duration: 18 Months

Responsible for financial reporting, planning and analysis for a specific business unit, division or product. Supports the business by providing financial reporting and analysis to aid business management and gives guidance and advice on accounting issues and the financial implications of business trends. Responsibilities typically include ensuring adequacy of controls, P&L and Balance Sheet reporting and reconciliations. Responsible for managing the controlling needs with respect to risk within the firm by ensuring that adequate controls, risk reporting and analysis are in place.

Main Responsibilities

• Liaise with front officers for timely receipt of new and amended documentation (FC1-ODJ, Credit Approval, Me\'tier Support Memo, Financing Agreements, etc...) for the creation of counterparty financings in the Bank\'s systems
• Communicate and coordinate with various internal stakeholders, agents, lenders, and clients, as needed.
• Extract pertinent data from the financing documentation (i.e., Credit and other Agreements/Contracts) as well as internal credit approval for input into the bank\'s tracking systems/spreadsheets for continued end-to-end deal monitoring.
• Ensure the terms of the financing are in accordance with conditions stipulated by internal credit committee(s).
• Extract names and addresses from financing documents; i.e. Key Stakeholders & Other Parties, and input into the Bank\'s compliance tracking system used to perform screenings, per sanction and regulatory guidelines.
• Perform timely pre-onboarding controls (FiSaC checklist, IFRS9, MSCQ).
• Review facility collateral/guarantee and covenant compliance data and subsequent activity to ensure conformity to internal and external support documentation as well as update applicable systems/spreadsheets/document repository.
• Confirm line availability by providing authorization on utilizations (loans/LC\'s), ensuring no breach of limits.
• Monitor and action upcoming event dates, as well as provide follow-up on past due items.
• Monitor exception reports and resolve inconsistencies with respective parties.
• Escalate potential problems or seek clarification as appropriate.
• Production of closing and associated funding notices to borrowers and lenders.
• Creation of wire transfer payments associated with the closings, per documentation.
• Perform ad-hoc tasks/projects as directed by management.

• BS - Economics, Finance or other related field of study
• Strong written and verbal communication skills
• Analytical and detail oriented
• Ability to work independently and prioritize multiple tasks, work under time pressure constraints and to take ownership for the completion of tasks.
• Ability to exercise good judgment in dealing with unforeseen circumstances while maintaining compliance with established policies and controls.
• Experience in middle office and/or operations environment preferable

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