About the role
At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).
About Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.
Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
About The Role As a Vice President at ATB Capital, you will maintain primary responsibility for underwriting and managing a portfolio of Mezzanine and Subordinated Debt transactions for ATB’s existing client base as well as for new relationships from a broad cross section of Diversified Industries.
Accountabilities
- Underwriting of complex junior debt transactions to facilitate leveraged buy-outs, corporate acquisitions, management buy-outs and leveraged recapitalizations.
- Together with the Director, complete due diligence and credit analysis on new and existing client relationships.
- Client visits, analysis of financial and business models, and comprehensive review of industry trends and related regulations.
- Performing detailed financial analyses. Stress testing and modeling on historical and projected financial results.
- Conduct market and industry research, benchmark analyses, compile data
- Participate in the preparation of credit documentation (i.e. including applications, legal documentation, presentations, etc.) for internal and external stakeholders.
- Assist in legal documentation negotiation and review.
- Maintain strong and effective working relationships with colleagues in both Business Banking and Corporate Banking to ensure a seamless and smooth client experience.
- Review and continually monitor performance of existing accounts and client relationships to ensure that portfolio health is maintained.
- Oversee a robust portfolio management process that encompasses reporting, covenant compliance and overall portfolio performance.
- Consider risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
- Builds effective relationships with internal/external stakeholders.
Skills, Experience & Requirements
- Bachelor's degree in finance, accounting, or another business-related focus.
- 5+ years of related commercial or corporate banking experience including origination, underwriting and oversight of subordinated and mezzanine debt structures.
- MBA, CFA, CBV and/or a CPA would be a definite asset.
- Excellent attention to detail and communication skills, both verbal and written.
- Strong critical thinking skills.
- Ability to review extensive and complicated reports and distill key findings into executive summaries efficiently and accurately.
- Ability to learn and apply complex concepts quickly.
- Strong organizational skills with demonstrated track record of meeting deadlines and effective time management when managing multiple priorities and tasks.
- Expert knowledge of Microsoft Office Products including Excel, PowerPoint and Word.
- Exceptional analytical and financial analysis skills.
Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.
What happens next? If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com
Stay in touch We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.
About ATB Financial
For more than 85 years, ATB has been reimagining the way we do business. We’ve grown from one small treasury branch into Alberta’s largest provincially based financial institution, and we don’t have any plans to slow down now. We power possibility for our clients, our team members and our province—and we’re leading the way to a sustainable, innovative and prosperous future.
About ATB Financial
With $62.0 billion in assets, ATB Financial is a leading financial institution that started in Alberta with the focus of putting people first. Our success comes from our more than 5,000 team members who love to deliver exceptional experiences to over 820,000 clients across our Personal and Business Banking, ATB Wealth Management and ATB Capital Markets businesses. ATB provides expert advice, services and products through our many branches and agencies, our 24-hour Client Care Centre, four entrepreneur centres and our digital banking options. ATB powers possibilities for our clients, communities and beyond.
About the role
At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).
About Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.
Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
About The Role As a Vice President at ATB Capital, you will maintain primary responsibility for underwriting and managing a portfolio of Mezzanine and Subordinated Debt transactions for ATB’s existing client base as well as for new relationships from a broad cross section of Diversified Industries.
Accountabilities
- Underwriting of complex junior debt transactions to facilitate leveraged buy-outs, corporate acquisitions, management buy-outs and leveraged recapitalizations.
- Together with the Director, complete due diligence and credit analysis on new and existing client relationships.
- Client visits, analysis of financial and business models, and comprehensive review of industry trends and related regulations.
- Performing detailed financial analyses. Stress testing and modeling on historical and projected financial results.
- Conduct market and industry research, benchmark analyses, compile data
- Participate in the preparation of credit documentation (i.e. including applications, legal documentation, presentations, etc.) for internal and external stakeholders.
- Assist in legal documentation negotiation and review.
- Maintain strong and effective working relationships with colleagues in both Business Banking and Corporate Banking to ensure a seamless and smooth client experience.
- Review and continually monitor performance of existing accounts and client relationships to ensure that portfolio health is maintained.
- Oversee a robust portfolio management process that encompasses reporting, covenant compliance and overall portfolio performance.
- Consider risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
- Builds effective relationships with internal/external stakeholders.
Skills, Experience & Requirements
- Bachelor's degree in finance, accounting, or another business-related focus.
- 5+ years of related commercial or corporate banking experience including origination, underwriting and oversight of subordinated and mezzanine debt structures.
- MBA, CFA, CBV and/or a CPA would be a definite asset.
- Excellent attention to detail and communication skills, both verbal and written.
- Strong critical thinking skills.
- Ability to review extensive and complicated reports and distill key findings into executive summaries efficiently and accurately.
- Ability to learn and apply complex concepts quickly.
- Strong organizational skills with demonstrated track record of meeting deadlines and effective time management when managing multiple priorities and tasks.
- Expert knowledge of Microsoft Office Products including Excel, PowerPoint and Word.
- Exceptional analytical and financial analysis skills.
Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.
What happens next? If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com
Stay in touch We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.
About ATB Financial
For more than 85 years, ATB has been reimagining the way we do business. We’ve grown from one small treasury branch into Alberta’s largest provincially based financial institution, and we don’t have any plans to slow down now. We power possibility for our clients, our team members and our province—and we’re leading the way to a sustainable, innovative and prosperous future.
About ATB Financial
With $62.0 billion in assets, ATB Financial is a leading financial institution that started in Alberta with the focus of putting people first. Our success comes from our more than 5,000 team members who love to deliver exceptional experiences to over 820,000 clients across our Personal and Business Banking, ATB Wealth Management and ATB Capital Markets businesses. ATB provides expert advice, services and products through our many branches and agencies, our 24-hour Client Care Centre, four entrepreneur centres and our digital banking options. ATB powers possibilities for our clients, communities and beyond.