ANALYST, GROWTH AND TRANSITION CAPITAL

at  Business Development Bank of Canada

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…

POSITION OVERVIEW

The Analyst supports the Growth and Transition Capital Team and works closely with the Managing Director and team members on the due diligence/authorization process and on other aspects related to portfolio management.
Growth and Transition Capital provides subordinated debt, mezzanine and quasi-equity to support companies that need patient and flexible financing solutions, primarily for growth capital, change of ownership or to purse an acquisition.

• prepare various service requests (and/or provide support) related to daily and/or periodic loan administration;
• prepare different types of client letters (amendment letter, welcome letter, congratulatory letter, balance confirmation letter for the accountant, etc.);
• calculate prepayments and prepare the client letter;
• participate actively in various legal processes involved in the life of a loan (postponements, releases, discharges, additional security taking, legal binders);
• update files and client information in CLICS and other systems, provide necessary follow-up when documents are required (acceptances, financial data, etc.) and produce reports as needed;
• make and reconcile various deposits;
• participate in the “Mark to Market” (M2M) biannual file review; and
• coordinate the archiving of paper documents.
• coordinate the annual review and quarterly follow-up process, including the following tasks:
• enter financial results, update the risk rating and initiate the analysis of financial statements (ratio calculation) requested by Directors;
• review loan conditions, follow-up tasks and factors, and make any necessary changes or recommendations (e.g., grant tolerances following failure to respect ratios, make adjustments to royalties, calculate repayments based on Excess Available Funds); and
• ensure that system information is up to date in CLICS and other systems, and that documentation attached to the service request is complete.
• provide support to the team with regard to approval and financing disbursement processes, including the following tasks:
• prepare letters to clients and professionals (e.g., offers, mandates, disbursement instructions), and ensure that the information is accurate and complete, requirements are respected, signatures are obtained and a follow-up is performed;
• as required, assist on various levels with the due diligence process (researching information, preparing and indexing documents, etc.);
• provide excellent customer service by delivering prompt, accurate and professional responses to clients, other BDC departments and outside resources in the resolution of basic client issues;
• provide administrative support to team members (e.g., update the vacation schedule, expense accounts, orders, bill processing) and take part in business development initiatives and special projects;
• act as a resource person regarding technical/technological compliance; and
• serve as a change agent to support new or modified processes and programs whether corporate or regional