Senior Financial Analyst
Brookfield Asset Management Toronto, Ontario, Canada · CA$90K–CA$110K/yr
Real Estate · 5,001-10,000 employees
About the role
The Senior Financial Analyst will manage a portfolio of loans, focusing on asset-level monitoring, borrower compliance, and financial performance tracking. They will also support fund-level reporting, quarterly valuations, and investor relations requests.
What they look for
Requirements
Candidates must have 3-5 years of experience in investment management, credit, or financial analysis, along with a professional designation such as CPA, CA, or CFA. Strong financial modeling skills and the ability to synthesize complex financial data for senior stakeholders are essential.
Full description
Location
Brookfield Place - 181 Bay Street
Business - Infrastructure
Brookfield Infrastructure Group is one of Brookfield’s primary operating groups. The Infrastructure Group is one of the world’s largest infrastructure investors, owning and operating critical assets across the transport, utilities, energy, and data infrastructure sectors. The Group operates and manages approximately $191 billion of assets owned through its private funds and publicly listed entity, Brookfield Infrastructure Partners. Our portfolio of assets facilitate the movement and storage of energy, water, freight, passengers and data, and are located in North and South America, Europe and the Asia Pacific regions. For more information, visit: https://www.brookfield.com/our-businesses/infrastructure
Brookfield Culture
Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
Job Description
Position Summary
The Senior Financial Analyst will join the BID Portfolio Management team within Brookfield Infrastructure and provide dedicated coverage across the BID loan portfolio. The team supports strong asset oversight and informed, proactive decision-making.
The role will manage a portfolio of loans and contribute to both asset-level monitoring and fund-level reporting. Key areas of focus include borrower compliance, financial performance relative to underwriting, outlook and forecast updates, valuations and return analysis, quarterly results and investor reporting. The position offers broad exposure across the platform and regular interaction with borrowers, investment professionals, senior management and functional teams.
The successful candidate will be a self-starter with strong analytical and communication skills who is comfortable working with detailed financial information in a fast-paced, collaborative environment.
Responsibilities
- Monitor borrower compliance with financial covenants, reporting requirements and interest payment obligations, including detailed review of compliance certificates and supporting materials
- Review and track financial performance against underwriting and prior forecasts, including analysis of monthly and quarterly financial statements, operating reports and annual budgets
- Participate in regular borrower calls to understand operating performance, key developments, risks and outlook
- Update deal return models for actual fundings, repayments and other changes, and maintain current forecasts and return metrics
- Prepare and support quarterly valuations, including yield-to-call and yield-to-maturity calculations, management review materials and SOX support
- Support fund-level reporting and analysis, including carry model updates, monthly watchlist meetings and quarterly results presentations covering portfolio performance, fundraising and pipeline activity
- Complete recurring and ad hoc investor relations requests, including portfolio-wide analyses and reporting
- Support internal audit compliance reviews, hedging-related activities and other fund-level portfolio management requirements
Qualifications
Qualified candidates will have:
- Approximately 3-5 years of experience in investment management, credit, transaction advisory, valuation, financial analysis, accounting or a related field
- A CPA, CA, CFA or other relevant professional designation
- Strong financial analysis and modelling skills, with the ability to review and update deal models
- Experience analyzing financial statements, forecasts, budgets, covenant calculations and operating performance;
- Excellent written and verbal communication skills, with the ability to synthesize detailed information into clear messages for senior stakeholders
- Strong judgment, attention to detail and a proactive approach to identifying risks and following through on issues
- The ability to manage multiple priorities, work independently and collaborate effectively across teams in a dynamic environment
$90,000 to $110,000
Position Opening Reason:
New Position
Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.
Brookfield is committed to creating an accessible and inclusive organization. We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act. Should you require a Human Rights Code-protected accommodation through any stage of the recruitment process, please make them known when contacted and we will work with you to meet your needs.
Similar roles
-
SIS Loss Deployment / VCP Financial Analyst
Stellantis Toluca, State of Mexico, Mexico
-
External/MFG Financial Analyst
Stellantis Santa Teresa de los Muchachos, Coahuila, Mexico
-
Client Finance Analyst (Entry Level)
Praytell Chicago, Illinois, United States · $55K–$65K/yr
-
Finance Analyst (m/w/d) - Erneuerbare Energien
feld.energy Munich, Bavaria, Germany · €55K–€65K/yr
-
Finance Analyst
University of Alberta Edmonton, Alberta, Canada · CA$61K–CA$84K/yr
-
Senior Financial Analyst, Capital Planning
UT Southwestern Medical Center Dallas, Texas, United States