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Added 1 month ago
Information Systems Analyst
TABOCHE TECHNOLOGY
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…Regina. We are seeking a highly skilled Information Systems Analyst to join our team. In this role, you will be responsible for analyzing, optimizing, and managing complex corporate…
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D
Senior Financial Systems Administrator (NetSuite & OneStream)
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- $100,000 to $120,000 CAD / year
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Comptable général(e) | Staff Accountant
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Added 1 month ago
C
Cybersecurity Analyst
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- $80,000 to $100,000 CAD / year
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Analyst, Mechanical
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Altus Group has an immediate opening for a Cost Analyst, Mechanical within our Cost Consulting & Project Management division in our downtown Calgary office. Working with our Cost Consulting…
Added 1 month ago
Support Analyst - Fintech Trading Platform
Remote People
Canada
We’re seeking a Support Analyst to join a global technology provider specializing in advanced trading solutions for top-tier financial institutions. This role offers a unique opportunity to…
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Administrative Assistant Senior Analyst
NTT DATA Services
Toronto, ON
We are currently seeking a Administrative Assistant Senior Analyst to join our team in Toronto, Ontario (CA-ON), Canada (CA).
Added 1 month ago
Administrative Assistant Senior Analyst
NTT DATA Services
Calgary, AB
We are currently seeking a Administrative Assistant Senior Analyst to join our team in Calgary, Alberta (CA-AB), Canada (CA).
Added 1 month ago
SD
QA / Testing (TA - Cognos to PowerBI Transition)
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- $52.8 CAD / hour
Government we are recruiting for a Senior QA Specialist/Analyst to work on testing of BI
Added 1 month ago
Credit Analyst, Power & Energy, Senior Director - Toronto
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Toronto, ON
Fitch Ratings is seeking a senior credit analyst with 10+ years of solid project finance related experience in the infrastructure sector. The primary responsibilities of the successful…
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IBM i Senior Programmer Analyst
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…growth. We are renowned experts in cloud computing, IT datacentre infrastructure solutions and 24/7 managed services. Get a glimpse of who we are and what we…
Added 1 month ago
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Senior Research Analyst, Storage
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Financial Analyst
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Added 1 month ago
Structural Analyst specialized in Electronic Packaging
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Added 1 month ago
M
Systems Analyst/Analyste de systèmes
MDA
Brampton, ON · Sainte-Anne-de-Bellevue, QC
- $90,000 to $120,000 CAD / year
MDA is seeking a Systems Analyst to be part of the Business Systems Team; provides support to the MDA community in the design, development, implementation, and evaluation of new and…
Added 1 month ago
Chef de secteur, système analytique
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…reusable. Steels for electric vehicles and renewable energy infrastructure that will support societies as they transform through this century. With steel at our core, our inventive people…
Added 1 month ago
Cyber Security Analyst
KIK Consumer Products
Canada
The Cyber Security Analyst position is part of the KIK Consumer Products – Information Systems and Technology team. The Security Analyst provides support for complex computer networks,…

Canada Infrastructure Bank/ Banque de l'infrastructure du Canada

Analyst, Portfolio Operations (Bilingual)

Montreal, QC, Canada

Contract

Apply on LinkedIn About employer

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Job details

Job type: Contract
Apply by: Dec 13, 2026
Posting language: English · French
Posted: Nov 13, 2026

Original job description

English section of this bilingual listing.

*La version française suit*

Headquartered in Toronto, the Canada Infrastructure Bank (CIB) is responsible for investing in new infrastructure projects. The CIB’s mission is to work with provincial, territorial, municipal, federal, Indigenous and private sector investor partners to transform the way infrastructure is planned, financed and delivered in Canada.

The Analyst, Portfolio Operations, on contract until August 31, 2027, supports the daily operations and administration of a portfolio primarily composed of debt instruments. Working closely with senior team members, this role ensures the accuracy, timeliness and completeness of data, documentation and reporting throughout the investment lifecycle.

Your responsibilities include:

Support transaction processing and maintenance of investment records throughout the asset lifecycle
Review and organize supporting documentation for transactions, funding requests and amendments
Capture and maintain key data elements from credit agreements, including terms, covenants and reporting obligations
Assist in monitoring compliance with financial and operational covenants and prepare reports highlighting exceptions or upcoming deliverables
Support collateral management activities, including maintaining custody of original documents, tracking renewals and releases, as well as monitoring collateral coverage and insurance compliance
Assist with oversight and reconciliation of active blocked accounts, ensuring compliance with account control and reporting requirements
Prepare recurring portfolio and covenant monitoring reports, reconciliations and data extracts to support internal and external reporting
Contribute to the development and maintenance of dashboards and analytics using Power BI or Excel to provide insights into portfolio activity and performance
Maintain and update process documentation to ensure consistency and audit readiness
Participate in initiatives to improve operational efficiency through automation and enhanced internal controls
Collaborate with cross-functional teams, including investment, risk and finance, to ensure data accuracy and process alignment

Your ideal profile:

Undergraduate degree or college diploma in finance, commerce, accounting or a related discipline
1–3 years of relevant experience in finance, accounting, private credit, fund administration or loan operations
Strong analytical and problem-solving skills with attention to detail and accuracy
Working knowledge of credit agreements, financial covenants and loan documentation is an asset
Proficiency in Microsoft Excel; experience with Power BI or other business intelligence tools is an asset
Strong organizational skills and ability to manage multiple priorities in a fast-paced environment
Effective written and verbal communication skills with a client-focused mindset
Bilingual English/French

We thank you for your interest. Only those selected for further screening or an interview will be contacted.

Don’t forget to follow us on LinkedIn and on X (formerly Twitter) @cib_en or @bic_fra.

At the CIB, we are committed to diversity and equitable access to employment opportunities. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know at accessible@cib-bic.ca and we will work with you to meet your needs.

For more information on our company, visit www.cib-bic.ca.

______________________________________________________________

Read the full bilingual original

*La version française suit*

Your responsibilities include:

Support transaction processing and maintenance of investment records throughout the asset lifecycle
Review and organize supporting documentation for transactions, funding requests and amendments
Capture and maintain key data elements from credit agreements, including terms, covenants and reporting obligations
Assist in monitoring compliance with financial and operational covenants and prepare reports highlighting exceptions or upcoming deliverables
Support collateral management activities, including maintaining custody of original documents, tracking renewals and releases, as well as monitoring collateral coverage and insurance compliance
Assist with oversight and reconciliation of active blocked accounts, ensuring compliance with account control and reporting requirements
Prepare recurring portfolio and covenant monitoring reports, reconciliations and data extracts to support internal and external reporting
Contribute to the development and maintenance of dashboards and analytics using Power BI or Excel to provide insights into portfolio activity and performance
Maintain and update process documentation to ensure consistency and audit readiness
Participate in initiatives to improve operational efficiency through automation and enhanced internal controls
Collaborate with cross-functional teams, including investment, risk and finance, to ensure data accuracy and process alignment

Your ideal profile:

Undergraduate degree or college diploma in finance, commerce, accounting or a related discipline
1–3 years of relevant experience in finance, accounting, private credit, fund administration or loan operations
Strong analytical and problem-solving skills with attention to detail and accuracy
Working knowledge of credit agreements, financial covenants and loan documentation is an asset
Proficiency in Microsoft Excel; experience with Power BI or other business intelligence tools is an asset
Strong organizational skills and ability to manage multiple priorities in a fast-paced environment
Effective written and verbal communication skills with a client-focused mindset
Bilingual English/French

We thank you for your interest. Only those selected for further screening or an interview will be contacted.

Don’t forget to follow us on LinkedIn and on X (formerly Twitter) @cib_en or @bic_fra.

For more information on our company, visit www.cib-bic.ca.

______________________________________________________________

La Banque de l’infrastructure du Canada (BIC), dont le siège social est à Toronto, a la responsabilité d’investir dans de nouveaux projets d’infrastructures. La mission de la BIC est de travailler avec ses partenaires provinciaux, territoriaux, municipaux, fédéral, autochtones et du secteur privé en matière d’investissement pour transformer la façon dont les infrastructures sont planifiées, financées et réalisées au Canada.

L’analyste, Opérations de portefeuille, poste contractuel jusqu'au 31 août 2027, soutient les opérations quotidiennes et l’administration d’un portefeuille composé principalement d’instruments de dette. En étroite collaboration avec les membres expérimentés de l’équipe, cette personne veille à l’exactitude, à la rapidité et à l’exhaustivité des données, de la documentation et des rapports tout au long du cycle de vie des investissements.

Vos responsabilités :

Assurer le traitement des transactions et la tenue des registres d’investissement tout au long du cycle de vie des actifs
Examiner et organiser la documentation de soutien pour les transactions, les demandes de financement et les modifications
Saisir et tenir à jour les éléments clés des conventions de crédit, y compris les conditions, les clauses restrictives et les obligations de déclaration
Aider à suivre la conformité aux clauses restrictives financières et opérationnelles et préparer des rapports mettant l’accent sur les exceptions ou les livrables à venir
Soutenir les activités de gestion des garanties, notamment la conservation des documents originaux, le suivi des renouvellements et des libérations, ainsi que le suivi de la couverture des garanties et de la conformité des assurances
Aider au suivi et au rapprochement des comptes bloqués actifs, en veillant au respect des exigences en matière de contrôle des comptes et de production de rapports
Préparer des rapports récurrents de suivi du portefeuille et des clauses restrictives, des rapprochements et des extraits de données pour soutenir la production de rapports internes et externes
Contribuer au développement et au maintien de tableaux de bord et des analyses à l’aide de Power BI ou Excel afin de fournir des informations sur l’activité et les performances du portefeuille
Tenir à jour et mettre à jour la documentation relative aux processus afin de garantir la cohérence et la préparation aux audits
Participer à des initiatives visant à améliorer l’efficacité opérationnelle grâce à l’automatisation et à l’amélioration des contrôles internes
Collaborer avec des équipes interfonctionnelles, notamment les équipes des investissements, du risque et des finances, afin de garantir l’exactitude des données et l’alignement des processus

Le profil idéal :

Diplôme universitaire de premier cycle ou diplôme collégial en finance, commerce, comptabilité ou dans une discipline connexe
De 1 à 3 ans d’expérience pertinente en finance, comptabilité, crédit privé, administration de fonds ou opérations de prêt
Solides compétences en matière d’analyse et de résolution de problèmes, avec le souci du détail et de la précision
Connaissance pratique des conventions de crédit, des clauses financières restrictives et de la documentation relative aux prêts, un atout
Maîtrise de Microsoft Excel et expérience avec Power BI ou d’autres outils d’intelligence d’affaires, un atout
Solides compétences organisationnelles et capacité à gérer plusieurs priorités dans un environnement en évolution rapide
Compétences efficaces en communication écrite et verbale, avec une mentalité axée sur la clientèle
Bilinguisme anglais et français

Merci de votre intérêt. Seules les personnes retenues pour la poursuite du processus de sélection ou pour une entrevue seront contactées.

N’oubliez pas de suivre la BIC sur LinkedIn et sur X (précédemment Twitter) @cib_en ou @bic_fra.

La Banque de l’infrastructure du Canada tient à promouvoir la diversité ainsi que l’accès équitable aux occasions d’emploi. Dans le cas où vous auriez besoin d’un accommodement au cours du processus d’embauche ou d’entrevue (y compris d’autres formats de matériel, d’une salle de rencontre accessible ou de tout autre type d’accommodement), prière de le faire savoir en écrivant à accessible@cib-bic.ca.

Pour en savoir plus sur la BIC, veuillez visiter le site www.cib-bic.ca.

Apply on LinkedIn About employer

More about this job

Responsibilities

Support the daily administration of a debt-focused investment portfolio by processing transactions, maintaining records and documentation, monitoring covenants and collateral, and reconciling accounts. Prepare portfolio reports and analytics, maintain audit-ready process documentation, improve operational controls and automation, and coordinate with investment, risk, and finance teams.

Requirements

Requires an undergraduate degree or college diploma in finance, commerce, accounting, or a related discipline, along with 1–3 years of relevant experience. Candidates should have strong analytical, organizational, and communication skills, proficiency in Excel, and English-French bilingual ability; knowledge of credit agreements and experience with Power BI are assets.

Skills

Transaction Processing
Investment Recordkeeping
Credit Agreement Analysis
Covenant Monitoring
Collateral Management
Account Reconciliation
Portfolio Reporting
Data Analysis
Power BI
Microsoft Excel
Process Documentation
Internal Controls
Automation
Attention to Detail
Cross-Functional Collaboration
English-French Bilingual Communication

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Operations
Investment Banking
Debt Instruments
Transaction Processing
Investment Lifecycle
Credit Agreements
Financial Covenants
Loan Documentation
Private Credit
Fund Administration
Loan Operations
Collateral Management
Blocked Accounts
Portfolio Monitoring
Reconciliations
Data Extracts
Portfolio Reporting
Power BI
Microsoft Excel
Dashboards
Business Intelligence
Process Documentation
Audit Readiness
Automation
Internal Controls
Risk
Finance
Bilingual English-French

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Work requirements

Jobs in Canada