Analyst, Portfolio Operations
About The Position
BCI seeks an Analyst, Portfolio Operations to play a key role in supporting BCI’s Infrastructure & Renewable Resources (I&RR) team. This role serves as a subject matter expert in portfolio operations within infrastructure investing, focusing on complex, high-impact work where precision, sound judgment, and accountability are critical. Structured training and onboarding are provided, with the expectation of quickly building expertise and operating with a high degree of autonomy in a fast-paced, detail-oriented environment. The Analyst will be part of a high-performing, collaborative team with direct exposure across the investment lifecycle and clear opportunities to deepen expertise and advance within portfolio and investment operations. The Infrastructure & Renewable Resources (I&RR) Department invests globally across energy, transport, utilities, data infrastructure, timberland, and agriculture. This role is part of the Portfolio Operations team, a group of five supporting the I&RR portfolio, partnering closely with Investment Operations, Finance (Investment Accounting), and Legal to support accurate and efficient transaction processing, as well as portfolio monitoring and reporting.
Requirements
- 3+ years of relevant experience in investment operations, finance, or a related function involving complex financial transactions
- Advanced proficiency in Microsoft Excel, and experience with SharePoint
- Experience leveraging technology and data tools, including emerging AI capabilities, to improve efficiency and streamline processes
- Effective communication skills and ability to collaborate effectively across teams
- Strong organizational and prioritization skills, with the ability to manage competing deliverables in a fast-paced environment
Nice To Haves
- Progress toward, or strong interest in, a relevant professional designation (e.g., CFA, Investment Foundations, or equivalent) is an asset
- Ability to interpret and apply contractual/legal documentation operationally; investment documentation (e.g., LPAs, notices) is an asset
Responsibilities
- Executes investment lifecycle activities, including complex transaction processing, allocation calculations, and payment coordination with external managers
- Analyzes investment notices for tax implications and performs client-level recalculations
- Manages KPI and ESG data collection processes with portfolio companies, including coordination, validation, and system integration (eFront)
- Oversees portfolio data capture for fund investments, enabling timely and accurate internal reporting
- Reconciles transactions and commitments. Investigates discrepancies across systems using sound judgment and technical expertise
- Supports valuation processes and allocates legal and corporate invoices across investment structures, considering tax implications
- Fosters good working relationships with external partners and manages access to investment platforms
- Maintains investment records and updates policies and procedures
- Leverages AI tools to improve analytical workflows and efficiency
Benefits
- performance-based incentive plan
- comprehensive health & dental benefits
- defined benefit pension plan
- paid time off
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
