Portfolio Coordinator, Climate Tech Fund– Bdc Capital
Portfolio Coordinator, Climate Tech Fund– Bdc Capital
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Job Description
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
POSITION OVERVIEW
The Portfolio Coordinator plays a critical role in supporting the Climate Tech Funds investment operations and portfolio management by ensuring the integrity accuracy and timeliness of portfolio data. This position will effectively communicate and collaborate with all internal stakeholders and will be a key player in ensuring the operational success of the team.
This role is ideal for someone who thrives in a process-oriented environment finds satisfaction in mastering structured tasks and can exercise judgement to ensure strong portfolio administration. The successful candidate will be expected to consistently deliver high-quality work with precision and attention to detail while also contributing to portfolio analytics and fund management initiatives.
About the Fund
BDC Capital is the investment arm of BDC Canadas only bank devoted exclusively to entrepreneurs. With over five billion dollars under management serving as a strategic partner to Canadas most innovative firms we offer the full spectrum of risk capital from seed investments to growth capital.
The Cleantech Practice and the Climate Tech Fund represent a $1.1B venture capital platform dedicated to investing in Canadian climate technology firms demonstrating high potential to grow into global champions and deliver greenhouse gas reductions and impacts. Our team works in close partnership with our portfolio companies providing advice connections to government funding programs and private investors.
CHALLENGES TO BE MET
1. Portfolio Data & Systems Management
CLICs Administration: Maintain and update the CLICs portfolio administration system to ensure data integrity across all investment records including the following tasks:
prepare various service requests (authorization cash disbursements and amendments) and provide support related to daily and/or periodic investment administration;
perform KYC/AML as required and coordinate annual risk reviews as per BDC Business Rules;
ensure that system information is up to date in CLICS and other systems and that documentation attached to the service request is complete;
provide support to the team with regard to investment authorizations and financing disbursement processes.
Data Input & Validation: Accurately input investment transactions valuations and other key data points into internal systems ensuring alignment with governance and compliance standards.
Valuation Support: Support the Mark to Market (M2M) biannual file review including data collection from internal and external stakeholders and coordinate quarterly reporting process
2. Process Optimization & Documentation
Identify opportunities to streamline data workflows and improve system efficiencies.
Maintain and manage clear documentation of data processes templates and reporting protocols.
Keep the team up to date on all relevant business rules and procedures.
3. Team Collaboration
Provide ad-hoc support to team members and take part in special projects as required;
Work closely with investment team members to ensure accurate and timely portfolio management.
Liaise with IT compliance and finance teams to support cross-functional initiatives and audits.
WHAT WE ARE LOOKING FOR
Bachelors degree in Commerce Accounting Finance Business Administration or a related field.
Strong organizational skills and exceptional attention to detail.
Proven experience in operational roles ideally within an institutional environment.
Demonstrated consistency and precision in executing structured responsibilities.
Collaborative mindset and eagerness to learn in a dynamic team environment.
Proficiency in CLICS iLevel and other portfolio management systems an asset.
Skilled in Microsoft Excel and PowerPoint.
Capable of managing multiple priorities troubleshooting issues independently and implementing effective solutions.
Understanding or passion for climate sectors is an asset.
Strong communication skills and fluency in English is required; French proficiency is an asset.
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.
Required Experience:
IC
Employment Type
Full-Time
