SENIOR ANALYST, GROWTH & TRANSITION CAPITAL - Calgary

BDC•Calgary, AB

8d•Hybrid

About The Position

The role supports the Growth and Transition Capital Team, working closely with the Managing Director and Portfolio Management team. The incumbent contributes to the full loan lifecycle, including due diligence, authorization, portfolio management, annual reviews, and client servicing, while ensuring accuracy, compliance, and strong customer experience.

Requirements

Bachelor’s degree in Commerce, Finance, Business Administration, or equivalent experience.
1–2 years of relevant experience.
Strong organizational and prioritization skills with attention to detail.
Customer‑service mindset with professional communication skills.
Analytical ability and comfort working with financial information.
Ability to work independently while collaborating effectively.
Proficiency in MS Word, Excel, and PowerPoint.

Responsibilities

Support daily and periodic loan administration (service requests, deposits, reconciliations).
Prepare client correspondence: welcome, amendment, prepayment, balance confirmation, and congratulatory letters.
Calculate prepayments and coordinate related documentation.
Participate in legal processes throughout the loan lifecycle (mortgage releases, postponements, discharges, additional security, legal binders).
Maintain accurate client and loan data in CLICS and related systems.
Produce reports and coordinate document archiving.
Participate in biannual “Mark-to-Market” (M2M) file reviews.
Coordinate annual reviews and quarterly follow-ups.
Enter financial results, calculate ratios, update risk ratings, and support analysis requested by Account Managers.
Review loan conditions and covenants; recommend or process adjustments (e.g., tolerances, royalty changes, repayments based on Excess Available Funds).
Ensure system data accuracy and completeness of supporting documentation.
Prepare offers, mandates, and disbursement instructions; ensure conditions are met and approvals obtained.
Support due diligence activities (research, document preparation and indexing).
Ensure quality, accuracy, and timeliness throughout approval and funding processes.
Deliver prompt, professional service to clients, internal partners, and external stakeholders.
Provide administrative and operational support (expenses, vacation schedules, invoicing, orders).
Participate in business development initiatives and special projects.
Act as a resource for technical and system compliance.
Support and adopt new or evolving processes as a change agent.

Benefits

Flexible and competitive benefits
Employee Savings and Investment Plan where BDC matches part of your voluntary contributions
Defined Benefit Pension Plan
$750 wellness and health care spending account
Paid vacation each year
Five personal days
Sick days as necessary
Offices are closed from December 25 to January 1
Hybrid work model
Opportunities for learning, training and development