Transaction Advisory Associate delivering Quality of Earnings analysis for Canadian and U.S. companies. Building financial models and supporting M&A transactions from LOI through integration.
EC
Associate/Senior Associate, Portfolio Management & Impact Analytics
Posted 3 days ago
About the role
- Portfolio management and impact analytics for EDC, Canada’s export finance corporation. Monitoring investments, forecasting performance, and building data-driven reporting and AI-enabled analytics.
Responsibilities
- Work closely with partners and investment professionals to embed data-driven methodologies enhancing sourcing, due diligence, and portfolio value creation
- Contribute to management of the Investments portfolio through monitoring portfolio investment risk and performance analytics, forecasting, and reconciliation between financial reporting systems
- Enable ongoing assessment and valuation of individual investments
- Maintain relationships with portfolio investment leads and provide or coordinate value-added support for growth strategies
- Deliver actionable insights through improved forecasting and program-level reporting and analytics
- Build reports, dashboards, AI prompts, and analytics to optimize the risk program
- Support governance, systems, and operations enhancements by leading special projects to redefine processes, reports, and operations
- Serve as a key resource to the Investments Team
- Liaise with Technology, Risk, Finance, and Corporate Reporting Teams
- Collaborate with EDC customers and internal and external stakeholders
Requirements
- Associate role: minimum 3 years of relevant experience within the private equity, corporate or venture capital investing industry
- Senior Associate role: minimum 5 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
- Deep understanding of the Canadian private equity capital ecosystem
- Experience with investment analytics
- Strong data acumen
- Knowledge of the asset class, its participants, and practices
- Strong communication, collaboration, and teamwork skills
- 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 advanced Excel, querying, dashboarding (e.g. Power BI), and AI skills
- Ability to work legally in Canada at the time of application; Canadian Citizens or Permanent Residents preferred
- Must meet requisite government security screening requirements
Benefits
- Performance-based incentive
- Relocation assistance for eligible candidates
- Flexible benefits including Medical, Dental, Life, and additional Flex credits
- Defined Contribution Pension Plan with generous matching program
- Competitive vacation program starting with 4 weeks of vacation and 2 floater days each year for permanent employees
- Wellness initiatives, mental health support, and fitness programs
- Professional development support including conferences, language training, and educational opportunities
- Hybrid work model
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Degree requirement
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