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BDC

SENIOR ANALYST, GROWTH & TRANSITION CAPITAL - Calgary

Posted 8 Days Ago
Be an Early Applicant
In-Office
Calgary, AB, CAN
Junior
In-Office
Calgary, AB, CAN
Junior
The role involves supporting loan administration, financial reviews, risk management, and client service for the Growth and Transition Capital Team.
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We are banking at another level.

Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.

Choosing BDC as your employer also means:

  • Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few   

  • In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1

  • A hybrid work model that truly balances work and personal life

  • Opportunities for learning, training and development, and much more... 

Explore the BDC Way in our Culture Book

POSITION OVERVIEW

The role supports the Growth and Transition Capital Team, working closely with the Managing Director and Portfolio Management team. The incumbent contributes to the full loan lifecycle, including due diligence, authorization, portfolio management, annual reviews, and client servicing, while ensuring accuracy, compliance, and strong customer experience.

CHALLENGES TO BE MET

Portfolio & Loan Administration

  • Support daily and periodic loan administration (service requests, deposits, reconciliations).

  • Prepare client correspondence: welcome, amendment, prepayment, balance confirmation, and congratulatory letters.

  • Calculate prepayments and coordinate related documentation.

  • Participate in legal processes throughout the loan lifecycle (mortgage releases, postponements, discharges, additional security, legal binders).

  • Maintain accurate client and loan data in CLICS and related systems.

  • Produce reports and coordinate document archiving.

  • Participate in biannual “Mark-to-Market” (M2M) file reviews.

Financial Review & Risk Management

  • Coordinate annual reviews and quarterly follow-ups.

  • Enter financial results, calculate ratios, update risk ratings, and support analysis requested by Account Managers.

  • Review loan conditions and covenants; recommend or process adjustments (e.g., tolerances, royalty changes, repayments based on Excess Available Funds).

  • Ensure system data accuracy and completeness of supporting documentation.

Approvals, Due Diligence & Disbursements

  • Prepare offers, mandates, and disbursement instructions; ensure conditions are met and approvals obtained.

  • Support due diligence activities (research, document preparation and indexing).

  • Ensure quality, accuracy, and timeliness throughout approval and funding processes.

Client Service & Team Support

  • Deliver prompt, professional service to clients, internal partners, and external stakeholders.

  • Provide administrative and operational support (expenses, vacation schedules, invoicing, orders).

  • Participate in business development initiatives and special projects.

  • Act as a resource for technical and system compliance.

  • Support and adopt new or evolving processes as a change agent.

WHAT WE ARE LOOKING FOR

  • Bachelor’s degree in Commerce, Finance, Business Administration, or equivalent experience.

  • 1–2 years of relevant experience.

  • Strong organizational and prioritization skills with attention to detail.

  • Customer‑service mindset with professional communication skills.

  • Analytical ability and comfort working with financial information.

  • Ability to work independently while collaborating effectively.

  • Proficiency in MS Word, Excel, and PowerPoint.

Locations: Open to Calgary, Winnipeg or Vancouver

Proudly one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers, we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at [email protected].

While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.

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