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Lead analyst responsible for managing a portfolio of Canadian banks, non-bank financial institutions, and credit unions. Perform ongoing financial and credit analysis, prepare rating committee presentations, reports and press releases, attend issuer meetings, participate in rating committees, and maintain client relationships. Produce surveillance, research, and written analysis while collaborating with the ratings team.
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Analyze Canadian structured finance transactions, including collateral, deal structures, legal documentation, financial models, and cash-flow engines. Support rating committee presentations, reports, press releases, research, and credit recommendations. Build relationships with clients and external stakeholders while developing expertise in structured finance methodologies for ABS and ABCP transactions.
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Performs Structured Finance security mappings, data quality controls, reconciliations, regulatory dataset validation, and data issue resolution. Maintains metadata, data dictionaries, and data lineage while supporting data governance and AI-ready initiatives. Collaborates with Data, Credit Operations, Technology, and global stakeholders to ensure accurate, complete, timely, and compliant ratings and regulatory data.
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About the Role
The individual must be able to work in a fast-paced environment, be analytical and highly attentive to detail. The candidate will be highly poised and possess excellent interpersonal and presentation skills. In addition, candidates must possess a high degree of proficiency in Excel as well as the intellectual curiosity to develop new applications and to perform complex analyses. Well-developed business writing skills are also required.
This position is based in Chicago or Toronto.
Responsibilities
Qualifications
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
The individual must be able to work in a fast-paced environment, be analytical and highly attentive to detail. The candidate will be highly poised and possess excellent interpersonal and presentation skills. In addition, candidates must possess a high degree of proficiency in Excel as well as the intellectual curiosity to develop new applications and to perform complex analyses. Well-developed business writing skills are also required.
This position is based in Chicago or Toronto.
Responsibilities
- Act as the lead analyst and manage the process of rating US CMBS transactions while maintaining compliance with DBRS Policies and Procedures.
- Obtain a solid understanding of DBRS quantitative models to assess credit worthiness of multi-borrower transactions as well as single-borrower transactions.
- Determine DBRS stabilized net cash flows for all property types, a variety of loan sizes ($2 million to >$1 billion) and unique loan structures including holdbacks and future funding components based on property performance and market dynamics.
- Conduct site inspections of all major commercial real estate property types throughout US.
- Compose and review detailed committee memos as well as published Presale and rating reports containing the culmination of research and DBRS analysis and opinions.
- Present loan level analysis and quantitative results and provide recommendations to the credit committee.
- Conduct market research and financial analysis to develop reports for DBRS published research, investor meetings and conferences.
- Respond to client and colleague inquiries regarding methodologies, transaction analysis and research.
Qualifications
- The successful candidate will have at least 7 to 10 years of experience in a commercial real estate finance related field.
- The analyst should hold a degree in finance, real estate or a related area.
- Advanced degree or CFA is a plus
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
Morningstar Toronto, Ontario, CAN Office
181 University Avenue, Toronto, ON, Canada, M5H 3M7
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