Credit Investment Analyst
Core
Analyze and manage Float's credit portfolio of corporate card and spend management clients, conducting due diligence, monitoring financial health, and assessing credit risks.
Role type
Credit Investment Analyst
Builds
Float's credit portfolio (corporate cards, automated expense management, bill payments) for Canadian businesses
Domain
Fintech / Corporate Finance / Credit Risk
Required skills
Financial analysis, credit risk assessment, due diligence, financial modeling, data analysis, stakeholder management, critical thinking, market understanding, ROI analysis, SQL (plus) (via careerplan.io/jobs/0973a1cb-8e25-4e00-885f-4a610f977e95-credit-investment-analyst-at-float)
Preferred skills
French language proficiency
Responsibilities
Conduct due diligence on potential and existing credit investments; monitor portfolio performance and identify credit deterioration; perform periodic financial reviews of clients; assess credit exposures and recommend limit adjustments; collaborate with clients to gather financial information; support improvement of credit monitoring frameworks; participate in due diligence calls with executives; partner with Sales and Customer Success teams; derive insights from portfolio data to drive growth.
Seniority
Mid-level, hands-on IC