Business Analyst

Calvert Home Mortgage Calgary, AB $55000.00 to $70000.00 per year

Position Title:  Business Analyst

Position reports to: Treasury Manager

Position status:  Full time

Position category: Permanent

Location: Calgary, Alberta

Work hours: Monday – Friday 8am – 5pm (40 hours/week)


Calvert Home Mortgage (CHMIC) is a full-service alternative mortgage investment firm that supports homeowners, investors, and brokers to achieve their goals by seeing the person behind every mortgage. We are on a mission to be the most trusted lending solution in Canada by putting people first, focusing on their success, and always doing the right thing.

Simply put, our team is the best in the business. Our expertise and experience are unrivalled -but it’s our caring approach that really sets us apart.

Calvert’s longevity and continued success is due to our shared sense of purpose and the understanding that relationships are far more important than transactions. We were founded on the principle of “kitchen table lending†-taking the time to build trust by listening to our customers, understanding their unique needs and goals, educating them on their options, and finding a solution that’s right for them. That might sound obvious but, in our experience, it’s not the norm.

We are looking for a Business Analyst to be a part of an exciting growth-focused company who truly cares about its employees. At Calvert Home Mortgage we are champions of a culture that creates a positive work environment, which will allow you to thrive and be a contributor to the long-term success of the company.

At Calvert Home Mortgage we offer competitive salaries, a bonus program, share ownership, extended health and dental benefits, a free on-site fitness facility, a location that avoids the downtown commute and free parking.



As our Business Analyst, you will play a pivotal role in supporting our strategic business initiatives. Your responsibilities will encompass collecting and analyzing financial data, gathering market intelligence, and generating insightful reports crucial to driving sales and informed decision-making. You will manage the sales data for investing and underwriting, building dashboards, charts and KPIs for the Company Scorecard and will make recommendations to improve the reporting of the information.   


As an organization we aim to be trusted advisors, offering an effortless experience in providing short-term lending solutions for the personal and financial success of our clients.  Offering the best solutions is highly dependent on the management of risk and compliance within our industry. This role will be a key contributor with the ability to manage and analyze risk. We value a productive, proactive, and fast-paced office environment.


The successful individual will have the following experience, education, and ability to develop these demonstrated skills:

  • Post Secondary degree in Finance or Economics
  • Minimum of 2 years experience in financial analysis, with a focus on data analysis and visualization
  • Strong proficiency in Microsoft Excel
  • Working knowledge of Power BI
  • Ability to communicate clearly and effectively both verbally and in writing.
  • Strong ability to Utilize available data sources and software to assemble and create reports. 
  • Knowledge of database design and SQL for querying large datasets is an asset.  
  • Ability to work with different types of data sources including structured and unstructured data.
  • Creative thinker with the ability to rapidly understand the business objectives and present solutions.
  • Strong analytical skills and attention to detail, with the ability to see the high level view and get into the detail.
  • Strong interpersonal skills and ability to work professionally and collaborate with employees at all levels of the organization.  
  • Ability to work in a fast-paced team environment.
  • Ability to prioritize work to balance multiple projects and deadlines, and to work independently and as part of a team
  • an interest in becoming an expert in the industry, continuously keeping abreast of the changes in the software and technology including artificial intelligence and other technological advancements



75% - Data Analyst Activities

  • Support the overall business through research and data analysis.
  • Analyze financial data and develop insight to drive business decisions with a focus on financial and operational data
  • Build and maintain Power BI reports and dashboards that provide meaningful insight to management and stakeholders
  • Build and analyze the company’s Key Performance Indicators (KPIs), and develop and summarize charts and trends for the monthly Balanced Scorecard
  • Gather data on the current underwriting and fundraising activities.
  • Use customer relationship management programs (CRMs) and Microsoft Power BI to pull reports and deliver the summarized data to management.
  • Review the data entered in the CRMs for accuracy and quality control.
  • Performing market research and analysis. Research competition and market trends and create reports to help assist management in decision-making.
  • Analyze and evaluate risks and opportunities in the real estate and economic markets in which CHMIC lends.
  • Propose solutions to improve established processes and resources.
  • Provide data, charts as needed for broker, investor or lender presentation material
  • Conduct ad-hoc analysis and different scenarios to support business initiatives and strategic projects, with a focus on both high-level and detailed analysis
  • Communicate findings and insights to stakeholders, with the ability to bridge business processes to the system and financial statements.


25% - Administration

  • Work with peers and departments
  • Coordinate group activity.
  • General market research
  • Ad hoc assignments as requested by management
  • Comply with regulations including but not limited to Real Estate Act, Privacy Act, Securities Act, Business Corporations Act, Fair Trading Act/Consumer Protection Act, (all legislation and regulation in all provinces we do business in) etc..
  • Electronic file management. Keep electronic files current.
  • Attend scheduled meetings, keep meeting notes, and report follow-up activities to the team.
  • Perform data cleansing and data transformation techniques to ensure data accuracy and consistency
  • Personal development through formal and informal education.



Calvert Home Mortgage's mission is to be trusted advisors, offering an effortless experience, and is committed to the personal and financial success of our clients. We are a team of focused individuals who care about both our internal and external clients, and who serve each other by delivering the most timely and competitive service.

Imagine building a career you can be proud of, where doing things right is always the right thing to do -and where everyone you work with will both support and inspire you. At Calvert, you will be respected for your unique skills and experience, encouraged to show up authentically every single day, and surrounded by some of the best in the industry to help you learn and grow.


An opportunity to be a part of a culture committed to truly making a difference in the personal and financial success of others. We are an equitable employer offering a wide range of employee benefits, including a competitive salary, bonus program, opportunity for share ownership and extended health and dental benefits. Full training and support for the individual to be successful in this role will be provided.


For more information about Calvert Home Mortgage Investment Corporation, please visit our website at

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