Richmond, Bc Portfolio analyst Jobs – 72 Openings This Week

Commercial Sales Analyst
Peoples Trust Company —Vancouver, BC
- $70,000–$75,000 a year
- Monday to Friday
- Hybrid work
- Bilingual
- Microsoft Excel
- English
- Profit sharing
- Paid time off
6d
Actuarial Analyst II
BCAA —Burnaby, BC
- $75,363.00–$103,624.44 a year
- Full-time
- Hybrid work
- Databases
- Analysis skills
- Bachelor's
- Paid time off
Senior Financial Analyst
Robert Half —Vancouver, BC
- $40–$50 an hour
- Temporary
- Analysis skills
- Accounting
- Construction experience
Quick apply
7d
Analyst, Analytics & Portfolio Support
Doctors of BC —Vancouver, BC
- $70,856–$88,570 a year
- Remote
- Writing skills
- Master's degree
- Analysis skills
10d
Analyst, Retail Portfolio Operations
Connor, Clark & Lunn Financial Group Ltd. —Vancouver, BC
- $68,500–$80,000 a year
- Hybrid work
- Microsoft Excel
- Finance
- Bachelor's
Quick apply
Data Analyst - Portfolio Reporting, Real Estate Debt
QuadReal Property Group —Vancouver, BC
- $74,000–$84,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Computer Science
- Engineering
5d
Analyst, Institutional Portfolio Operations
Connor, Clark & Lunn Financial Group Ltd. —Vancouver, BC
- $69,000–$72,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Institutional Portfolio Analyst
Royal Bank of Canada —Vancouver, BC
- $55,000–$90,000 a year
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Excel
9d
Associate, Portfolio Administration & Analysis
Ventum Financial Corp. —Vancouver, BC
- $80,000–$90,000 a year
- Full-time
- Microsoft Excel
- Finance
- Administrative experience
Quick apply
Portfolio Analyst
Vancouver Fraser Port Authority —Vancouver, BC
- Full-time
- Hybrid work
- Engineering
- Project management
- SharePoint
- Paid time off
Portfolio Analyst
Port of Vancouver —Vancouver, BC
- Full-time
- Hybrid work
- Engineering
- Project management
- SharePoint
- Paid time off
Programs and Portfolio Analyst
Gore Mutual Insurance —Vancouver, BC
- $67,000–$117,000 a year
- Analysis skills
- Bachelor's
- Recruiting
- Disability insurance
- Dental care
Risk Analyst
Vancouver Airport Authority —Vancouver, BC
- $85,156–$111,294 a year
- Full-time
- Bilingual
- Finance
- Bachelor's
Quantitative Equity Analyst Process Engineering
Connor, Clark & Lunn Investment Management —Vancouver, BC
- $125,000–$200,000 a year
- Full-time
- Microsoft Excel
- Computer Science
- Finance
Business Analyst
Indigo Park Canada —Vancouver, BC
- $70,000–$75,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Finance
Quick apply
10d
Business Analyst – Financial Planning & Analysis
PHSA —Vancouver, BC
- $43 an hour
- Hybrid work
- Microsoft Excel
- PMP
- Finance
Portfolio Management Analyst
CMLS —Vancouver, BC
- $55,000–$65,000 a year
- Full-time
- Microsoft Office
- Bachelor's
- Organizational skills
Quick apply
Portfolio Management Analyst
Nesto Group —Vancouver, BC
- $55,000–$65,000 a year
- Full-time
- Microsoft Office
- Bachelor's
- Organizational skills
Quick apply
Quantitative Equity Analyst Reliability Engineering
Connor, Clark & Lunn Investment Management —Vancouver, BC
- $125,000–$200,000 a year
- Full-time
- Microsoft Excel
- Computer Science
- Finance
Compliance Analyst, WAPC and WAUSA
Wellington-Altus Shared Services Inc. —Vancouver, BC
- $56,000–$70,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance

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portfolio analyst jobs near richmond, bc

Commercial Sales Analyst

Peoples Trust Company -
Vancouver, BC

Apply Now

Job details

Permanent
$70,000–$75,000 a year
6 days ago

Qualifications

Bilingual
French
Microsoft Excel
English
Finance
Chartered Professional Accountant
Bachelor's
Business
Chartered Financial Analyst
Communication skills

Full job description

We are hiring for this position out of our Toronto, Vancouver and Calgary offices. Successful candidates who apply outside of these areas will be expected to relocate and reside in a location that is within a commutable distance. This job posting is for an existing vacancy.

Role Overview

The Commercial Mortgage Renewal Analyst is responsible for the end-to-end management of commercial mortgage loan renewals, with a primary focus on CMHC-insured lending and portfolio management. This role combines commercial underwriting, financial analysis, client relationship management, and loan administration responsibilities to support the successful renewal and ongoing monitoring of a growing commercial mortgage portfolio.

The successful candidate will evaluate borrower, guarantor, and property performance, prepare renewal recommendations, negotiate renewal terms and pricing, and coordinate with borrowers, brokers, and internal stakeholders to ensure timely execution of commercial mortgage renewals. This role is well suited for a proactive, detail-oriented professional who thrives in a fast-paced environment and enjoys balancing analytical work with client-facing responsibilities.

About the day-to-day:

Manage the end-to-end renewal process for commercial mortgage loans, ensuring all milestones and renewal deadlines are met.
Negotiate renewal pricing, terms, and conditions with borrowers and brokers while balancing client needs and risk considerations.
Manage renewal pipelines and coordinate with Treasury and internal stakeholders on rate lock and loan execution activities.
Prepare detailed loan summaries and renewal credit packages, including financial analysis, cash flow assessment, DSCR calculations, and key risk considerations, for internal review and approval.
Assess the financial standing and ongoing credit quality of properties in the portfolio, borrowers, and guarantors.
Analyze borrower and guarantor financial statements, property operating statements, and rent rolls to support renewal and credit decisions.
Support loan renewals by reviewing existing credit structures, identifying risks, and recommending appropriate renewal terms in line with internal policies and CMHC guidelines.
Communicate with borrowers, brokers, and internal stakeholders by phone and email to advise on products, policies, and renewal requirements.
Prepare and draft commitment letters and supporting documentation related to loan renewals, loan assumptions, CMHC reviews, construction draws, and broker fee payments.
Ensure all agreements and documentation are fully executed and that all conditions, including AML requirements, are satisfied.
File and review annual financial statements and rent rolls as required for internal reporting, CMHC reviews, and construction draws.
Liaise with Mortgage Administration, head office teams, and Peoples Group solicitors to ensure timely execution of commercial loans and renewals.
Process broker fee payments in accordance with internal policies and procedures.
Participate in ongoing portfolio monitoring activities, including annual reviews, covenant tracking, and identification of emerging risks, as required.

About the qualifications:

3–5 years of experience in commercial banking, commercial lending, or loan underwriting.
Experience in commercial lending or commercial real estate is mandatory.
Bachelor’s degree in finance, Business Administration, or a related field.
Professional designation (CFA, CPA, CA) considered an asset.
Knowledge of CMHC-insured lending programs and requirements is considered an asset.
Strong financial analysis and credit risk assessment abilities.
Strong proficiency in Microsoft Excel, including financial modeling and reporting.
Experience analyzing borrower and guarantor financial statements, property operating statements, and rent rolls.
Familiarity with banking regulations, loan documentation, and compliance requirements.
Excellent communication and client relationship management skills.
Bilingual (English and French) strongly preferred.

About us:

Peoples Group is a trusted financial services company for the innovators at the forefront of Canada’s economic future. With offices in Vancouver, Calgary, Toronto, and Montreal, we are driving change by working alongside challenger banks, fintechs, brokers, and merchants to foster a dynamic and competitive financial ecosystem.

Our culture is built on four core behaviours: Grit to Grow, Connect to Collaborate, Putting Clients First, and Owning the Outcome. We believe people do not simply choose a company to work for—they choose a company that makes a positive impact in the lives of Canadians. Above all, we value people, build meaningful relationships, focus on individual strengths, and approach our work with passion.

About the work environment:

Peoples Group offers a flexible and hybrid work environment. In this role, you will work a combination of in-office and remote days. Typically, you will work regular business hours, Monday to Friday between 8:00 a.m. and 4:30 p.m., with flexibility around start and end times.

We offer:

A hybrid work environment, enabling you to balance personal and professional life seamlessly.
Competitive salaries, profit sharing, RRSP matching, and benefits from day one.
Generously paid time off to support a healthy work-life balance.
A strength-based approach, ensuring we work together more effectively.
A commitment to your well-being across five key areas: Financial, Physical, Social, Career, and Community.

Hiring process:

If your application is selected, you will be invited to a first interview with one of our Talent Acquisition Business Partners. Depending on the role, interviews may be conducted virtually or in person. The hiring team will communicate any in-person requirements throughout the process.

Compensation:

Peoples Group is pleased to offer a competitive annual salary plus a discretionary profit-sharing opportunity. Salary for this position will vary between $70,000 and $75,000 per year, depending on the knowledge, skills, abilities, and experience the selected candidate possesses.

Note: This job posting is for an existing vacancy. Peoples Group is an Equal Employment Opportunity employer. While we appreciate all applications, only those selected for an interview will be contacted.

We value and celebrate individuality while fostering an inclusive workplace for everyone. If there is any way we can support or accommodate you during the selection process, please let us know.

Apply Now

Refine Your Search

portfolio analyst jobs in richmond, bc

Commercial Sales Analyst

Actuarial Analyst II

Senior Financial Analyst

Analyst, Analytics & Portfolio Support

Analyst, Retail Portfolio Operations

Data Analyst - Portfolio Reporting, Real Estate Debt

Analyst, Institutional Portfolio Operations

Institutional Portfolio Analyst

Associate, Portfolio Administration & Analysis

Portfolio Analyst

Portfolio Analyst

Programs and Portfolio Analyst

Risk Analyst

Quantitative Equity Analyst Process Engineering

Business Analyst

Business Analyst – Financial Planning & Analysis

Portfolio Management Analyst

Portfolio Management Analyst

Quantitative Equity Analyst Reliability Engineering

Compliance Analyst, WAPC and WAUSA

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