Portfolio Coordinator

We are banking at another level.

Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.

Choosing BDC as your employer also means:
- Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few- In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1- A hybrid work model that truly balances work and personal life- Opportunities for learning, training and development, and much more...

Explore the BDC Way in our

Culture Book
- _Strong interpersonal and communication skills in English; French fluency is required._

POSITION OVERVIEW

The Thrive ETA fund is a 50M$ Investment Fund and a bold initiative designed to redefine entrepreneurship through acquisition (ETA) for women. It supports diverse pathways to business ownership—whether through traditional search funds, self-funded searches, management buyouts, or expansion via acquisition. Thrive ETA backs women ready to buy businesses, invests in funds supporting female ownership, and accelerates access to business ownership by tackling systemic barriers. The portfolio coordinator will also assist with the Black Entrepreneurs Fund (BEF) and the Indigenous Entrepreneurs Fund (IEF) two sister funds with a similar investment thesis and mission to Thrive who are deploying the entrepreneurship through acquisition strategy.

We are seeking a detail oriented, passionate, mission-driven individual excited about empowering underserved community members through innovative ownership models. As the Portfolio Coordinator, you will support the Thrive ETA team, BEF, and IEF in all aspects of its administrative & operational activities. You are highly organized, detail-oriented, work well with systems and are an excellent communicator.

CHALLENGES TO BE MET

Fund Administration & Support- Maintain organized records of fund & portfolio company documentation within SharePoint and other internal tools- Own the compliance and reporting workflows by conducting know your client and anti-money laundering checks.- Coordinate with internal stakeholders on systems and tools used for fund operations, ensuring data accuracy and accessibility.- Assist with investment operational activities such as capital calls and disbursements- Collaborate with the team and assist on ad hoc special projects as assigned

Portfolio Coordination- Act as a liaison between investment professionals and portfolio company contacts to ensure timely communication and follow-ups.- Track and compile performance metrics and financial information across portfolio companies for internal reporting and dashboards.- Support onboarding of new portfolio companies into fund systems and processes- Maintain a complex CRM and assist with deal management providing weekly updates on the pipeline- Assist with bi-annual mark to market procedures- Support with other ad hoc portfolio management tasks on a need to do basis

Executive Support- Assist with managing the calendars, travel arrangements, and meeting logistics for fund leadership.- Prepare briefing materials, agendas, and follow-up notes for executive meetings.- Assist in organizing events, offsites, and investor-facing engagements.

WHAT WE ARE LOOKING FOR- Bachelor’s degree or equivalent in commerce, business administration, communications project management or a related field- 1-5 years of relevant experience in portfolio coordination, fund administration, operations or executive support roles- Proven ability to manage complex schedules, coordinate multi-stakeholder meetings, and handle confidential information with discretion- Experience with internal portfolio tracking systems, impact and performance reporting, and presentation generation- Exceptional organizational skills: Able to juggle multiple priorities and maintain structure in a fast-paced environment- Attention to detail: Meticulous in reviewing documents, tracking deadlines, and ensuring accuracy- Ability to work independently and collaboratively with a small, closely-knit team- Strong interpersonal and communication skills in English; French fluency is an required.- Passion for gender equity, inclusive entrepreneurship, and social impact.

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