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

Export Development Canada | Exportation et développement Canada • Montreal, QC

8d • CA$129,928 - CA$173,235 • Hybrid

About The Position

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. EDC Investments is an evergreen investment group with over $4 billion in committed and invested capital that invests independently or in partnership with other investors under commercial terms, conditions and return expectations. EDC invests both directly into Canadian companies on a minority basis, and also through commitments to Canadian and select International private equity funds. We are long-term investors that leverage EDC’s multi-product capabilities, networks and knowledge, for the benefit of Canadian companies and their international growth aspirations. The Portfolio Management and Impact Analytics teams supports the Investments function by mobilizing data and systems to optimize: i) market engagement activities; ii) investment management effectiveness; iii) the impact of our value creation strategies; and iv) capital management. This is a new function, where the successful candidate will contribute to the shaping and forming on the team.

Requirements

• Minimum 7 years of relevant experience within the private equity, corporate or venture capital investing industry, with a 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.) relevant to the execution of the team’s mandate
• A strategic mindset, strong communication, collaboration and teamwork skills with the credibility to engage senior leadership, investment committees, and investor counterparties alike
• Ability to bridge communication between technical, finance, risk and investment teams
• In-depth investment analytics, portfolio construction and capital modelling expertise
• Data driven acumen, supported by emerging technologies and AI
• Solid understanding of investment accounting principles and concepts
• Strong technical and data acumen, including advance excel, querying, dashboarding (e.g. powerBI) and AI skillset

Nice To Haves

• Experience at an institutional investor or pension fund
• CFA, FRM, CAIA, CBV, or MBA/ MFIN or similar designation
• Expertise in equity systems and data platforms (e.g. Preqin, Capital IQ, Pitchbook, eFront, Burgiss)

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 brings measurable enhancement to the performance on sourcing, due diligence, and portfolio value creation
• Contribute to the management of the Investments portfolio including: monitoring the performance of portfolio investments risk and performance analytics, forecasting and reconciliation between various financial reporting systems
• Enable the ongoing assessment and valuation of individual investments which includes maintaining relationships with the leads of portfolio investments to provide or coordinate value added support to their growth strategies
• Deliver actionable insights through improved forecasting and program-level reporting and analytics to track effectiveness of capital and value creation strategies
• Data and technology enthusiasts, whom 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 to measure the effectiveness of capital deployment and value creation initiatives
• Support enhancements to governance, systems and operations by leading special projects to redefine processes, reports, and/or operations
• Be a key resource to all the individuals on the Investments Team, as well as liaison with the Technology, Risk, Finance and Corporate Reporting Teams
• Demonstrate Teamwork - Works collaboratively and effectively with EDC customers and all internal and external stakeholders

Benefits

• Flexible benefits – Our program lets you choose coverage that suits your unique needs, including Medical, Dental, Life, and more. Plus, we offer additional Flex credits to tailor your plan even further.
• Defined Contribution Pension Plan – Secure your future with our generous matching program that helps you save for retirement.
• Competitive vacation program – Enjoy a work-life balance with our competitive vacation program, starting with 4 weeks of vacation and 2 floater days each year for permanent employees.
• Comprehensive wellness programs – Stay healthy and happy with access to wellness initiatives, mental health support, and fitness programs.
• Professional Development – Advance your career with our support for growth and development through conferences, language training, and educational opportunities.
• Relocation assistance is available for candidates who meet the eligibility criteria.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior