Portfolio Coordinator, Operations Support – Bdc Capital

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...

PORTFOLIO DATA & SYSTEMS MANAGEMENT

Data Collection and Integrations: Drive the efficient population of iLEVEL by overseeing monthly and quarterly data collection using templates and loader files from both internal and external sources while managing ETL (Extract Transform Load) processes. This includes handling data entry for transactions from source systems assets under management enterprise values Pitchbook data initial stages of development liquidity events and fund operating expenses. Additionally manage the workflow of data collection templates sent to portfolio companies and investment teams

Optimize Systems Usage: Support the optimal usage of iLEVEL and Affinity CRM throughout BDC Capital by designing web portals and reports and troubleshooting configuration issues. Additionally propose improvements in operational processes to enhance efficiency and accuracy. Provide training and guidance to staff on data collection procedures

Data Quality: Perform error-checking validations and reconciliations in iLEVEL and Affinity CRM to ensure data integrity. Investigate and resolve data issues

User Security: Manage user security for both internal and external users in iLEVEL and Affinity CRM. Audit user and group setups to ensure proper configuration and address any permissions issues that may arise

PORTFOLIO OPERATIONS

Transaction Support: Ensure that investment activities such as authorizations and cash disbursements are correctly processed and fulfill governance requirements. Coordinate with the Finance department to achieve timely submission of transactions. Update the Framework back-office system for rounds of financing cap tables and other data points maintaining accuracy and completeness. Perform tasks such as share reconciliation entering milestones for teams during the semi-annual valuation exercise and filing and logging share certificates

Analysis and Reporting: Participate in producing analyses reports and forecasts to support executive decision-making. Contribute to reports such as the annual VC landscape publication which analyzes market trends investment patterns and identifies emerging opportunities. Additionally produce periodic ad-hoc analyses on the portfolio such as exposure by province or sector and activity levels

Funds Quarterly Data Collection: Participate in the quarterly data collection process for our extensive funds portfolio gathering asset financial and KPI data from fund financial statements to update iLEVEL

• Bachelors degree in Administration Commerce STEM or a related field

• 1-3 years of experience in a financial institution management consulting firm investment firm or equivalent

• Strong Dynamism Curiosity and Motivation: Ability to adapt and grow in a rapidly changing environment with a focus on continuous improvement

• Financial and Analytical Skills: Proficiency in analyzing financial data and utilizing tools like Power Query and Python

• Technical Proficiency: Skilled in Excel PowerPoint data management systems and data visualization tools like Power BI and think-cell

• Prioritization and Problem-Solving Abilities: Capable of managing multiple priorities troubleshooting issues and implementing effective solutions

• Knowledge of VC & PE and Tech Ecosystem: Understanding of venture capital private equity and technology sectors

• Language Skills: Fluency in either French or English is required with at least intermediate proficiency in the other language. Fully bilingual candidates are preferred

Proudly one of Canadas Top 100 Employers and one of Canadas Best Diversity Employers we are committed to fostering a diverse equitable inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application please do not hesitate to contact us at .

While we appreciate all applications we advise that only the candidates selected to participate in the recruitment process will be contacted.