Relationship Management Associate, Corporate Client Group
Role Overview
Supports senior coverage officers and corporate financing experts serving private mid-market and small-cap public Canadian corporations.
Supports current client needs and markets target companies in technology, media, and healthcare sectors.
Reports to the Managing Director, Relationship Management.
Key Skills for This Role
Full Job Posting
Role overview
Supports senior coverage officers and corporate financing experts serving private mid-market and small-cap public Canadian corporations.
Supports current client needs and markets target companies in technology, media, and healthcare sectors.
Reports to the Managing Director, Relationship Management.
Responsibilities
- Research companies, analyze financial statements and market information, and prepare client presentations.
- Research current and target clients and support relationship development activities.
- Prepare documentation for new client and revenue opportunities for internal committees.
- Coordinate with internal partners to serve the client portfolio.
- Prepare internal sales materials or analyze operational performance data as needed.
- Support loan transaction structuring, delivery, closing, and monitoring with CCG Finance.
- Analyze and support internal business cases.
Required qualifications
- Strong interpersonal and relationship-building skills.
- Proficiency in Excel, PowerPoint, and Word.
- Strong quantitative, financial, and analytical skills, including financial statement analysis.
- Effective presentation and communication skills and attention to detail.
- Ability to prioritize, multitask, meet time-sensitive deadlines, and perform under pressure.
Assets
- MBA, CFA, or CPA.
- Knowledge of credit and credit metrics.
- Financial modeling skills or corporate finance work experience.
Employment details
- Full-time, regular position; 37.5 work hours per week.
- Pay type is salaried; no compensation cadence or amount is stated.
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