Associate, Portfolio Analystics and Fund Operations

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...

Bilingualism both written and spoken in English and French.

POSITION OVERVIEW

BDC Capital is the investment arm of BDC - Canada’s only bank devoted exclusively to entrepreneurs. With over five billion dollars under management, serving as a strategic partner to Canada's most innovative firms, we offer the full spectrum of risk capital, from seed investments to growth capital.

Supporting the Director, Fund Investments, the associate will focus on enhancing BDC Capital Funds team across the areas of operational excellence, portfolio insights & thought leadership as well as enhanced investment decision-making.

CHALLENGES TO BE MET
- Operations Management & Administration_- Create strategic review materials under the direction of the Director, Fund Investments (annual presentations to executive committee, investment committee and board, etc.)- Oversee and support quarterly write-off review and quarterly fair value adjustments- Acts as point of reference and be knowledgeable in supporting our reporting processes- Identify and implement internal process improvements related to portfolio monitoring systems and tools, investment decisions, etc.- Liaise with Ops and Strategy team for all internal and external data requests and initiatives- Collaborate in the management of portfolio monitoring and financial systems, including oversight of data collection process- Oversee adequate document management (Sharepoint Super User, control permissions, etc.)
- Portfolio Analytics_- Maintain portfolio construction analysis and tracking against targets (quarterly and authorization); includes regular pipeline analysis- Maintain authorization and cash flow forecasts (annual corporate plan process)- Prepare detailed market analysis and run analytical forecast models as required under the direction of the Director, Fund Investments.- Manage internal quarterly reporting including manager scoring and deal flow, operations review, and develop enhanced portfolio dashboarding to better guide Funds team decision-making through portfolio insights- Lead the development/improvement of templates to support due diligence- Ensure ongoing enhancement of portfolio analysis methodologies (e.g. tracking new information or analyzing existing data in new ways)- Assist in the development of key business metrics, benchmark indicators, and trending reports to monitor performance and support thought leadership.- Support and/or lead innovative research projects for publication, leveraging BDC’s proprietary data sets (e.g. DEI/ESG annual data collection and Report, Venture Capital Landscape, etc.)- Participate in team discussions, including pipeline management; review of investment opportunities and investment recommendations; fund investment strategy.- Participate in activities in support of deal teams underwriting new funds

WHAT WE ARE LOOKING FOR- Bachelor's degree in Commerce or equivalent (concentration in finance/accounting preferred).- Minimum 3-5 years relevant work experience; experience in venture capital/private equity funds an asset- Strong research/financial modeling/analytical skills and exceptional attention to detail.- Demonstrated initiative/curiosity to look beyond surface facts/conduct comprehensive fact-based value-added research. Ability to articulate/present facts/ideas effectively (verbally/in writing).- Strong Microsoft Excel/PowerPoint skills.- Comfortable communicating in English/French (written/spoken) preferred- Knowledge of VC/PE industry/tech ecosystem an asset- Excellent interpersonal skills; ability to work collaboratively with stakeholders (internal/external).- Excellent organizational skills; ability to prioritize/manage multiple tasks/work independently using initiative/good judgment to assess priorities.- Bilingualism both written and spoken in English and French.

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