Company Description
Peakhill Capital is a commercial real estate capital provider with mortgage investments across all real estate asset classes in Canada. Our equity platform (Peakhill Equity Partners) is an opportunistic equity platform focused on investments in ground up and value-add projects in Canada and the United States.
Peakhill Capital is looking for a Fund Analyst, open to a recent grad. This role will report to the Portfolio Managers of our funds with respect to cash flow analysis, stress testing and other analytical analysis. The ideal candidate has a major in Finance, as well at their CFA designation, or pursuing it, with an interest in Real Estate, Debt or Equity funds. Must be based in Toronto.
This role is responsible to:
- Assess credit quality of the existing portfolio by monitoring loans and borrowers on a regular basis and provide timely updates on any major credit events
- Review loan maturities and concentration risks to ensure exposures remain within approved limits
- Provide risk assessment updates to management, highlighting key credit events and upcoming refinancing needs
- Support credit committee with portfolio-level monitoring and borrower-specific risk analysis
- Maintain and enhance portfolio analytics models and reports
- Refine cash flow, stress testing, and scenario analysis models to analyze fund performance
- Prepare monthly and quarterly reports on portfolio performance and cash positions
- Support fund-level analytics, compliance monitoring and external reporting
- Support monitoring of fund leverage, facility and covenant compliance, and flag potential issues to senior team members early
- Track portfolio and investor limits (concentration, maturity, eligibility) and prepare exception reports
- Assist with reporting for the rating agency & external stakeholders
- Support auditors, fund administrators and finance with quarterly and year-end audit requests
- Maintain and enhance cash flow, stress testing and scenario models to analyze fund performance
Educational /Technical Experience:
- University/College degree in Business Admin or related field is preferred
- Minimum of 1 years of finance/accounting/mortgage experience
- Knowledge of the Canadian Mortgage Industry considered an asset
- Understanding of Mortgage-Backed Securities is an asset
- CFA Designation, or working towards it
- Expert knowledge of Excel
- Computer Programming knowledge is an asset
Personal Requirements:
- Excellent communication skills
- Flexible and adaptable / able to multi-task under pressure
- Proven ability to meet deadlines
- Strong problem identification and problem resolution skills
- Self-Motivated / proactive mindset
- Ability to work independently as well as part of a team
- Excellent organizational skills
- Detail oriented, strong reconciliation and analytical skills
