Analyst, Funding, Investment Management

REAL ESTATE DEBT Since its inception, our Real Estate

Debt division has funded and advised on $2.5B+ of commercial deals.

We provide financing solutions for land, subdivision financing,

multi-family, retail, industrial, office, hospitality, mixed-use

properties, and specialty financing, such as equity and structured

financing deals.

POSITION Analyst, Funding,

Investment Management

LOCATION Edmonton,

REPORTING TO Director, Investment

Management

YOUR OPPORTUNITY The successful

candidate will support the timely funding of loans by reviewing

funding conditions, preparing draw requests, and coordinating with

internal and external stakeholders. This candidate will also

support credit submission workflow, including submissions to KV

Mortgage Fund’s lending review committee and to syndicated lending

partners. This role plays a key part in ensuring accurate

structuring of loan advances and involves credit analysis,

evaluation of financing proposals, and preparation of investor

funding packages. The ideal candidate will be a detail-oriented and

analytical individual who thrives in a fast-paced environment and

brings strong financial acumen, precision, and a commitment to

excellence in client services.

KEY AREAS OF

RESPONSIBILITY Loan funding +

coordination

Review and verify all conditions

precedent before funding approval.

Prepare and

review construction draw calculations, ensuring compliance with

approved budgets and loan terms.

Recommend

draws for funding, with a focus on financial prudence and project

viability.

Ensure all loan advances are

accurately entered into the system, enabling proper calculation of

loan-to-value (LTV), loan-to-cost (LTC), and other key financial

metrics.

Prepare funding packages for issuance

to investors, ensuring accuracy and

completeness.

Conduct loan security and

compliance reviews to validate funding

readiness.

Work closely with internal

stakeholders and external parties to facilitate seamless funding

execution.

Provide high-level oversight on

loan disbursement process to ensure adherence to

guidelines.

Credit review +

analysis

Assess mortgage credit applications

on an ongoing basis, separate or in conjunction with Funding

responsibilities, to evaluate :

Market value

reasonability

Borrower credibility and

repayment ability

Project feasibility and exit

strategy viability

Market outlook, economic

fundamentals, and risk factors

Prepare credit

recommendations and executive summaries for

approval.

Identify key risks and mitigants

within transactions, ensuring appropriate security and

documentation structures.

Support the creation

of loan executive summaries and credit applications to solicit

approvals from internal and external investment partners, including

KV Mortgage Fund.

Collaborate with the

investment management and origination teams to refine credit

structuring best practices.

Process

improvement + compliance

Develop and implement

control mechanisms to enhance accuracy in funding calculations and

approvals.

Identify areas for process

improvement and recommend efficiencies in funding

workflows.

Ensure compliance with regulatory,

legal, and ethical standards related to loan administration and

funding.

Monitor key operational metrics

related to funding processes and recommend strategic

improvements.

Special projects + strategic

initiatives

Participate in or lead initiatives

focused on optimizing funding operations and credit analysis

methodologies.

Support technology and

automation enhancements to streamline funding

workflows.

Contribute to research and analysis

to implement industry best practices and improve operational

effectiveness.

YOUR CAPABILITIES AND

CREDENTIALS

A bachelor of commerce degree with

a major in finance is required.

Passing grade

on the CFA Level II exam is required, with intent to obtain CFA

designation within 12 months of employment.

years of experience in mortgage underwriting, credit analysis, or

loan administration preferred.

Strong

knowledge of construction financing, draw processes, and funding

procedures.

Experience with financial modeling

and loan performance analysis.

Experience

working with syndicated loan

structures.

Familiarity with mortgage loan

documentation, legal and loan security processes and applicable

regulations.

Proficiency in Microsoft Office,

specifically Excel, with strong data management

capabilities.

Comfortable dealing with highly

confidential information.

Financial acumen and

a strong understanding of mortgage products, underwriting

principles, and real estate market

dynamics.

Excellent analytical and

problem-solving skills, can assess complex transactions and use

data-driven insights to make

recommendations.

Excels at managing competing

priorities and executing multiple high-value transactions within

strict deadlines.

Excellent attention to

detail skills with a high level of precision in reviewing fi