SO
Counterparty Credit Analyst (NBFI)
Societe Generale
Publiée le
10/08/2026
Contrat
CDI · Inconnue
Localisation
Montréal, Canada
Taille équipe
15-50 emp.
Rémunération
Inconnue
Missions clés
Provide credit analysis and management of portfolio of client credit relationships in the non-banking financial institution space (primarily regulated and unregulated funds and mandates of asset managers, business development companies, public and corporate pension plans, foundations and endowments
Profil recherché
5-10 ans d'expérience · Communication · Esprit d'analyse
Outils & compétences
Process credit requests, Research and analyze financial data, Sector research
Le poste en détail
The Credit Portfolio Management (CPM) team lies within Global Banking and Advisory (GLBA) of Societe Generale. The mission CPM is to provide credit analysis and manage the credit relationship with financial institutions (Funds, Asset Managers, Pensions and other NBFIs).
Day-to-Day Responsibilities
Reporting to the Director, the Vice-President, Counterparty Credit Analyst will be responsible for credit analysis and management of a portfolio of client credit relationships in the non-banking financial institution space (primarily regulated and unregulated funds and mandates of asset managers, business development companies, public and corporate pension plans, foundations and endowments). Geographic region is predominantly USA, with lesser emphasis on Canada. Product lines encompass committed lending facilities, structured transactions, OTC and listed derivatives, foreign exchange, and repo. The candidate should have expertise in credit analysis and supporting metrics. Day to day responsibilities include but not limited to:
• Process credit requests in a timely manner to meet business deadlines and maintain the annual review cycle.
• Research and analyze financial data on the client to prepare concise assessments in credit applications that address client credit and transaction risk.
• Conduct sector research to support the analysis.
• Exercise strong credit judgment skills when recommending credit facilities, taking into consideration facility size, tenor, and suitability for client.
• Use internal fund rating models to propose counterparty ratings.
• Manage key components of counterparty credit administration such as documentation (ISDA/CSA, MRA, MSLA, FAA), and risk limits. Establish credit terms for legal documents and follow up with legal department on negotiations.
• Perform ongoing monitoring of client credit quality to identify a possible deterioration of credit quality, as well as exposure and credit limit exceptions.
• Manage covenant compliance, approval conditions, application of generic and specific triggers, early warning signals, and other monitoring and reporting applicable to portfolio.
• Adapt to ongoing accounting and regulatory changes that affect credit limits and exposure.
• Coordinate all aspects of a credit request, liaising with relationship managers, business lines, legal staff, and Risk Division.
• Assist in special credit related assignments and projects, as required.