Analyst, Loans Modelling & Administration
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
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- Posting language
- English
- Posted
Original job description
THE OPPORTUNITY
Building Ontario Fund (BOF) is seeking an indefinite full-time Analyst, Loans Modelling & Administration. (This job posting represents an existing vacancy.)
PURPOSE OF POSITION
In this role, you’ll report to the Manager, Loans Administration & Compliance and be accountable for financial analysis, modelling, and scenario analysis to support portfolio monitoring and risk assessment. This role supports post‑close administration of BOF investments, including compliance tracking, funding and repayment processes, project monitoring, and maintaining accurate portfolio data for assigned loans and financing instruments, while maintaining strong relationships with key stakeholders, working collaboratively with Investment, Finance, and other BOF teams, as well as external partners and government agencies, to protect and enhance the long-term value of BOF’s infrastructure investments and ensure alignment with BOF’s strategic objectives and public policy mandates.
Your day-to-day
Financial Modelling & Portfolio Analytics
- Support the development and maintenance of financial models to assess project performance and portfolio risk.
- Conduct scenario and sensitivity analyses to evaluate impacts of key assumptions and changing conditions.
- Compile and interpret financial data to support credit assessments, forecasting, and internal reporting.
- Prepare clear analysis summaries that translate modelling outputs into actionable insights for stakeholders.
- Monitor portfolio KPIs and trends, identifying early indicators of performance changes.
Borrower & Stakeholder Engagement
- Coordinate borrowers’ engagements with clarity and professionalism, proactively building and reinforcing relationships with borrowers, advisors, and external counterparties to support accurate guidance and efficient deal execution.
- Facilitate routine and ad-hoc communications with borrowers to gather required information, clarify reporting expectations, and ensure timely responses to inquiries.
- Support stakeholder meetings and calls by preparing materials, summarizing key discussion points, and ensuring follow‑up items are tracked and completed.
- Communicate proactively with borrowers and internal partners to resolve administrative questions, confirm data accuracy, and maintain alignment on funding, reporting, and compliance requirements.
Compliance Monitoring & Administration
- Support the day‑to‑day administration of loans post‑close, including monitoring borrower and investee compliance with financing agreements, covenants, and reporting requirements.
- Assist in the maintenance of accurate investment records and in preparing timely reports for senior management, Board Committees, government partners, auditors, and other stakeholders.
- Support the implementation of loan administration and compliance tracking systems.
- Assist with onboarding new investments, help address ongoing administrative matters and contribute to process improvements as needed.
Funding and Repayments
- Support the processing of fund disbursements and ensure the timely receipt of principal and interest payments in accordance with agreed schedules and cash flow forecasts.
- Assist with coordinating funding, debt service, and repayment activities by gathering required information and maintaining accurate records.
- Coordinate with Finance by preparing information for wire transfers and providing required data for accounting entries related to funding and repayment activities
Investment Performance and Risk Exposure
- Monitor financial and operational performance indicators to assess investment health and evolving risk profiles.
- Identify risk triggers (e.g., payment delays) and contribute to credit rating updates and early intervention strategies.
- Support the Manager, Loans Administration & Compliance to assess risks, develop mitigation strategies, and support impairment provisioning as needed.
Qualifications
Education and Experience
- Bachelor’s degree in Finance, Business Administration, or a related discipline, or equivalent experience.
- Minimum of three (3) years’ experience in financial modelling, portfolio analytics, or related quantitative finance work.
- Experience with project financing, particularly during the construction phase, preferred but not required.
- Experience in loans administration and compliance, preferred but not required.
Knowledge & skills
- Solid understanding of financial analysis, modelling, scenario analysis and credit risk monitoring.
- Working knowledge of loan documentation, covenant compliance, repayment structures, and portfolio monitoring throughout the loan lifecycle.
- General understanding of commercial investment practices and public‑sector requirements, particularly in relation to project financing and private market investments.
- Excellent interpersonal skills with the ability to collaborate effectively across all levels of the organization and with external stakeholders.
- Excellent verbal and written communication skills.
- Advanced analytical and problem-solving abilities, with a focus on identifying operational efficiencies and process improvements.
- Proven ability to take initiative, manage multiple priorities, and deliver results in a fast-paced environment.
THE ENVIRONMENT
Physical
Our office at 79 Wellington Street W, Toronto is steps from Union Station, with great dining and transit options.
As part of the Ontario Public Service, BOF requires employees to work in-office five (5) days/week. We believe in-person presence and collaboration strengthens culture and service delivery.
WHAT’S IN IT FOR YOU
Competitive compensation
We offer fair, market-informed salaries that reflect your experience and qualifications, while balancing public sector responsibility.
The expected salary for this role is CA$105,000 for candidates who meet the stated qualifications, with the potential for up to CA$110,000 if experience and qualifications exceed the requirements AND would provide significant additional value to the role.
A retirement plan that’s built to last
We offer a defined-benefit (DB) pension through the (Ontario) Public Service Pension Plan (PSPP) that provides predictable and secure income in retirement, indexed to inflation; early retirement options, survivor benefits, and is backed by the Government of Ontario. BOF also matches your contributions 1:1, adding ~9-11% of your salary in long-term value.
Benefits that prioritize your health & wellbeing
For this position, we offer:
- “Day-1” Health, Dental, Life, AD&D and LTD insurance coverage for you and your dependents, with 100% of premiums paid for by BOF, and no annual deductibles or “upgrade” fees
- $750 Health Care Spending Account annually
- Optional supplementary life, AD&D, and critical illness insurance for you and your dependents
- Discounted Corporate Gym Membership Options
- Employee Assistance Program (EAP) for confidential help with mental health, fitness, relationships, nutrition, finances, elder care, and legal services
- Pregnancy & Parental Leave Top-up
- Time to recharge including 4 weeks annual vacation time, 13 paid statutory holidays, 6 paid sick days/ year with up to 124 more days of sick leave at 75% of salary
Accessibility & accommodations
We are committed to an accessible recruitment process. If you require accommodation, please advise us, and we’ll work with you to provide any necessary and reasonable support to facilitate your participation.
Commitment to diversity, equity & inclusion
Diversity and inclusion are core to BOF’s strength. We encourage applications from all backgrounds and identities, and hire through a merit-based process.
AI disclosure
BOF uses AI to support documentation and summarization of candidate conversations.
More about this job
Responsibilities
Develop and maintain financial models, conduct scenario analyses, monitor portfolio performance and risk, and prepare analysis and reports for internal and external stakeholders. Administer loans after closing by tracking compliance, coordinating funding and repayments, maintaining investment records, and supporting risk mitigation and process improvements.
Requirements
A bachelor’s degree in Finance, Business Administration, or a related discipline, or equivalent experience, is required, along with at least three years of experience in financial modelling, portfolio analytics, or related quantitative finance work. Candidates should understand financial analysis, credit risk, loan documentation, covenant compliance, repayment structures, and portfolio monitoring; project finance and loan administration experience are preferred.
Skills
- Financial Modelling
- Financial Analysis
- Scenario Analysis
- Sensitivity Analysis
- Portfolio Analytics
- Credit Risk Monitoring
- Loan Administration
- Covenant Compliance
- Portfolio Monitoring
- Project Finance
- Risk Assessment
- Financial Forecasting
- Stakeholder Engagement
- Investment Performance Monitoring
- Problem-Solving
- Process Improvement
Benefits
- Defined-Benefit Pension Plan
- Employer Pension Matching
- Health Insurance
- Dental Insurance
- Life Insurance
- Accidental Death and Dismemberment Insurance
- Long-Term Disability Insurance
- Health Care Spending Account
- Supplementary Life Insurance
- Supplementary Accidental Death and Dismemberment Insurance
- Critical Illness Insurance
- Discounted Gym Membership
- Employee Assistance Program
- Pregnancy and Parental Leave Top-Up
- Four Weeks of Annual Vacation
- Paid Statutory Holidays
- Paid Sick Leave
Visa sponsorship
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Categories
- Finance & Accounting
- Data & Analytics
- Government & Public Sector
- Administrative
Keywords
- Financial Modelling
- Scenario Analysis
- Sensitivity Analysis
- Portfolio Analytics
- Credit Assessment
- Credit Risk Monitoring
- Project Finance
- Construction Financing
- Loan Administration
- Loan Documentation
- Covenant Compliance
- Repayment Structures
- Portfolio Monitoring
- Investment Records
- Funding Disbursements
- Principal and Interest Payments
- Cash Flow Forecasts
- Wire Transfers
- Accounting Entries
- Investment Performance
- Risk Exposure
- Impairment Provisioning
- Financial Forecasting
- Compliance Tracking
- Public-Sector Requirements
- Private Market Investments
- Stakeholder Engagement
- Process Improvement