Morningstar

Senior Analyst, North American Corporate Real Estate Ratings - Toronto

Morningstar$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 3 years of relevant experience in corporate credit analysis, research, or investment banking.
  • Strong analytical skills and meticulous attention to detail.
  • Extensive understanding of financial statements.
  • Advanced proficiency in Microsoft Excel.
  • Excellent verbal and written communication skills.
  • Demonstrated initiative and collaboration in high-pressure environments.
  • Undergraduate or master's degree in business, finance, or a related analytical field.
  • Enrollment in the CFA program is preferred.

Responsibilities

  • Perform accurate credit analysis under guidance from lead analysts.
  • Maintain financial spreadsheets detailing debt issuers' historic results and projections.
  • Gain familiarity with legal documentation relevant to credit analysis.
  • Contribute analysis and text for credit rating reports with minimal supervision.
  • Assist in preparing materials for rating committees.
  • Support research into significant industry trends affecting asset classes with lead analyst guidance.
  • Understand core real estate industries and their financial dynamics.
  • Enhance client-communication skills through increasing interactions.

Benefits

  • Hybrid work environment allowing for collaborative in-person engagements.
  • Flexibility in work arrangements to adapt to changing needs.
  • Access to tools and resources for effective global collaboration.
  • Opportunities for professional development and training.
  • Supportive company culture promoting teamwork and initiative.
Full Job Description

Position Summary:

The North American Corporate Real Estate Ratings team of Morningstar DBRS is seeking a highly motivated individual with a minimum of three years in relevant experience in corporate credit analysis, research, or investment banking and some understanding of the Canadian real estate sector to join the team in Toronto as a Senior Analyst.

Working closely with the Sector Lead, and other members of the Real Estate group, the successful candidate will support lead analysts in their responsibilities to manage portfolios of credits, including the ongoing analysis and surveillance of specific credits, and contributing to publication of written credit rating reports, quarterly reviews and ad hoc commentaries This position reports directly to the Senior Vice President, Sector Lead of North American Corporate Real Estate.

Primary Responsibilities:

  • Perform accurate credit analysis with guidance from lead analysts, including financial statement analysis.

  • Maintain financial spreadsheets of debt issuers historic results and financial projections

  • Develop understanding and experience with legal documentation related to credit analysis

  • Contribute text and analysis for credit rating reports under supervision of lead analysts with eventuality of drafting press releases, credit reports, and commentaries with minimal guidance and errors.

  • Assist with the preparation of rating committee materials.

  • Provide support for research and analysis of major industry trends affecting various asset classes with guidance from lead analysts

  • Develop an understanding of the core real estate industries.

  • Develop client-communication skills with increasing client interaction over time

  • Adhere to rigorous regulatory requirements and Morningstar DBRS policies and procedures, which include detailed record-keeping, training, and compliance.

Requirements:

  • Minimum of 3 years related experience

  • Strong analytical abilities and diligence to details.

  • Extensive understanding of financial statements

  • Advanced knowledge of Microsoft Excel

  • Excellent communication skills, both verbal and written.

  • Initiative-taker and collaborator with demonstrated ability to work in a demanding environment.

  • Travel is required.

  • Undergraduate or master’s degree in business, finance, or an analytical field of study

  • Enrollment in the CFA program is preferred.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.

R08_DBRSLtdCanada DBRS Limited - Canada Legal Entity

About Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $200 billion in assets under advisement and management as of December 31, 2020. The company has operations in 29 countries.
Learn more about Morningstar
Size
10,038 employees
Market Cap
$9 billion
Industry
Net Income
$223.6 million
Founded
1984
5 Year Trend
+16.3%
Revenue
$1.3 billion
NASDAQ

Similar Jobs

More Jobs at Morningstar

More Finance & Insurance Jobs

Find similar Senior Analyst, North American Corporate Real Estate Ratings - Toronto jobs: