Portfolio Manager, Portfolio Management & Impact Analytics - Investments EN-303 at Export Development Canada | Exportation et développement Canada | CA | Rezi

Portfolio Manager, Portfolio Management & Impact Analytics - Investments EN-303 at Export Development Canada | Exportation et développement Canada

Portfolio Manager, Portfolio Management & Impact Analytics - Investments EN-303

Export Development Canada | Exportation et développement Canada · CA

1 weeks ago

Portfolio Manager, Portfolio Management & Impact Analytics - Investments EN-303

Export Development Canada | Exportation et développement Canada · CA

8 days ago
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About the Role

EDC Investments is an evergreen investment group seeking a Portfolio Manager, Portfolio Management & Impact Analytics to support the Investments function by optimizing market engagement, investment management, impact strategies, and capital management. This is a new function where the successful candidate will help shape the team.

Responsibilities

  • Accountable for the capital model, including capital flows, portfolio allocations, and performance benchmarking.
  • Works closely with partners and investment professionals to embed data-driven methodologies that enhance sourcing, due diligence, and portfolio value creation.
  • Contribute to the management of the Investments portfolio, including monitoring performance, risk, and analytics, and forecasting.
  • Enable the ongoing assessment and valuation of individual investments by maintaining relationships with investment leads.
  • Deliver actionable insights through improved forecasting and program-level reporting and analytics.
  • Build reports, dashboards, AI prompts, and analytics to deliver data-centric optimizations to the risk program.
  • Deliver high-impact insights to senior leadership through advanced forecasting, scenario modeling, and portfolio-level reporting.
  • Support enhancements to governance, systems, and operations by leading special projects.
  • Serve as a key resource to the Investments Team and liaise with Technology, Risk, Finance, and Corporate Reporting Teams.
  • Work collaboratively and effectively with EDC customers and all internal and external stakeholders.

Requirements

  • Minimum 7 years of relevant experience within the private equity, corporate, or venture capital investing industry.
  • Demonstrated track record of portfolio performance accountability, advanced analytics, and systems innovation.
  • Demonstrated experience in the ongoing assessment and valuation of investee companies and regular governance/financial investor context engagement.
  • Verifiable and active industry network (pension funds, private equity, family offices, etc.).
  • Ability to work legally in Canada at the time of application (Canadian Citizens or Permanent Residents).
  • Must meet requisite government security screening requirements.

Skills

  • Strategic mindset
  • Strong communication skills
  • Collaboration skills
  • Teamwork skills
  • Credibility to engage senior leadership, investment committees, and investor counterparties
  • Ability to bridge communication between technical, finance, risk, and investment teams
  • In-depth investment analytics expertise
  • Portfolio construction expertise
  • Capital modelling expertise
  • Data-driven acumen
  • Familiarity with emerging technologies and AI
  • Solid understanding of investment accounting principles and concepts
  • Strong technical acumen
  • Strong data acumen
  • Advanced Excel skills
  • Querying skills
  • Dashboarding skills (e.g., Power BI)
  • AI skillset

Location

  • Ottawa (Headquarters)
  • Toronto (Regional Hub)
  • Montreal (Regional Hub)

Work Type

  • Hybrid
  • Permanent

Experience Level

  • 7+ years of dedicated experience in private equity or venture capital

Education Level

  • MBA/MFIN or similar designation
  • CFA designation
  • FRM designation
  • CAIA designation
  • CBV designation

Salary/Compensations

  • Salaries typically range from $129,928 to $173,235 annually, plus a performance-based incentive.

Benefits

  • Flexible benefits (Medical, Dental, Life, etc.)
  • Additional Flex credits
  • Defined Contribution Pension Plan with matching program
  • Competitive vacation program (starting with 4 weeks of vacation and 2 floater days)
  • Comprehensive wellness programs
  • Professional Development support (conferences, language training, educational opportunities)
  • Relocation assistance

About the Company

  • At EDC, we support Canadian businesses to succeed globally.
  • We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making Canada and the world better through trade.
  • Export Development Canada (EDC) is a financial Crown corporation.
  • We offer innovative financial solutions and expert insights to help businesses explore new markets, mitigate risks, and achieve growth.
  • Collaborate with a diverse, experienced team.
  • Thrive in a supportive, teamwork-driven environment.
  • Impact global communities through sustainable growth in emerging markets.
  • Recognized as one of Canada’s Top 100 Employers, Best Diversity Employers, and a Top 100 Family-Friendly Employers.

Equal Opportunity

  • EDC is committed to Fair Employment Practices.
  • EDC is dedicated to fostering employment equity and building a diverse workforce.
  • We are committed to creating a safe and inclusive environment that respects people from all cultures, backgrounds, and abilities.
  • We nurture a culture of inclusion and belonging where everyone has equal opportunity to grow, develop, succeed, and be their truest selves.
  • We actively encourage applications from women, Indigenous peoples, visible minorities, persons with disabilities, and members of the 2SLGBTQI+ community.
  • EDC recognizes that disclosing the need for accommodations can be a personal matter. Please know that as an organization, we are committed to maintaining confidentiality and ensuring that any accommodations provided are tailored to support your needs.
  • By applying for this job you acknowledge that you have read and understood EDC’s Privacy Notice for Job Applicants.