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ANALYST, PORTFOLIO MANAGEMENT, GROWTH & TRANSITION CAPITAL- Temporary 12 month contract -Across Canada

BDC

BDC

IT, Sales & Business Development
Montreal, QC, Canada
Posted on Jan 18, 2025

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...

We are looking for bilingual candidates (French and English) from anywhere in Canada!

POSITION OVERVIEW

The Analyst, Portfolio Management, Growth & Transition Capital supports the Growth & Transition Capital (GTC) portfolio management team by working with the Associate, Assistant Vice-Presidents and the Vice President in the administration of GTC files nationally. They are responsible for the required follow-up and administrative support to facilitate managing, analyzing and sometime restructuring the GTC accounts, and, as applicable, assists in maximizing recoveries in a timely manner. The incumbent is expected to work proactively to the support the needs of the team, clients and other stakeholders in the administration of GTC accounts.

CHALLENGES TO BE MET

  • Manage high-risk national accounts, requiring communications on the action plans and frequent follow-up with the various stakeholders, for example, trustees and lawyers.

  • Handle national portfolio administration (changes with respect to file transfers, downgrades, write-offs, implementation of liquidation budgets, amendment letters to clients, letters to professionals, confirmation of balances for legal purposes, arrears follow-up, current account documentation, administration plan, etc.), as per credit policies and internal audit instructions.

  • Coordinate the annual review and quarterly follow-up process, including the following tasks:

    • Enter financial results, update the risk rating and initiate the analysis of financial statements (ratio calculation).

    • Review loan conditions, follow-up tasks and factors, and make the necessary changes or recommendations (for example, grant tolerances following failure to respect ratios, make adjustments to royalties and calculate payments based on Excess Available Funds).

    • Ensure that information is up to date in CLICS and other systems, and that the documents attached to the service request are complete.

  • Assist the management team by offering administrative support, developing and updating processes and procedures, and participating in special projects.

  • Develop and maintain strong business relationships with business centre personnel nationwide, co-workers and internal partners in order to stay current with internal practices and ensure the consistent application of policies and the achievement of common credit goals.

  • Carry out the preparatory work for mark to market evaluations and ensure follow-up with the director and Assistant Vice-Presidents to produce the evaluations and/or memos in a timely manner, which assumes a review step and working closely with the person in charge.

  • Provide superior customer service by giving quick, accurate and professional answers to clients, other BDC departments and external resources in solving client problems.

  • Ensure that all investment management activities comply with BDC policies, procedures and audit guidelines, and act as an agent of change when creating or modifying processes.

WHAT WE ARE LOOKING FOR

  • Degree in business administration or finance

  • Three or more years of progressive and relevant experience, preferably in financial services or consulting

  • Excellent knowledge of Microsoft Office (Word, Excel, PowerPoint), and other computer systems and software

  • Excellent administration and organizational skills

  • Superior time management and prioritization skills

  • Customer service orientation

  • Excellent written and oral communication skills

  • Bringing innovative ideas forward to help with efficiency and client experience

  • Ability to work independently and under pressure

  • Team spirit

  • Bilingual in both official languages (French and English)

#INDHP

Proudly one of Canada’s Top 100 Employers and one of Canada’s 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 accessibility@bdc.ca.

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