Manager leading financial risk management consulting projects for Wavestone’s global consulting practice. Managing delivery teams, regulatory requirements, budgets, and data warehouse, ETL, and reporting initiatives.
EC
Portfolio Manager, Portfolio Management & Impact Analytics
Posted last month
About the role
- Portfolio Manager optimizing capital allocation, analytics, and value creation for EDC’s private equity investments. Driving portfolio performance through data, forecasting, governance, and technology.
Responsibilities
- Manage the capital model, including capital flows, portfolio allocations, and performance benchmarking
- Partner with investment professionals to embed data-driven methodologies across sourcing, due diligence, and portfolio value creation
- Monitor portfolio investment performance, risk and performance analytics, forecasting, and reconciliation across financial reporting systems
- Assess and value individual investments and maintain relationships with portfolio investment leads
- Provide or coordinate value-added support for portfolio companies’ growth strategies
- Deliver forecasting, program-level reporting, and analytics tracking capital and value creation strategies
- Build reports, dashboards, AI prompts, and analytics to optimize the risk program
- Provide senior leadership with forecasting, scenario modelling, and portfolio-level reporting insights
- Lead special projects to enhance governance, systems, processes, reports, and operations
- Serve as a resource to the Investments Team and liaison with Technology, Risk, Finance, and Corporate Reporting Teams
- Collaborate with EDC customers and 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
- Regular governance/financial investor context engagement experience
- Verifiable and active industry network relevant to the team’s mandate
- In-depth investment analytics, portfolio construction, and capital modelling expertise
- 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 bridge communication between technical, finance, risk, and investment teams
- Ability to meet requisite government security screening requirements
- Ability to work legally in Canada at the time of application preferred
- CFA, FRM, CAIA, CBV, MBA/MFIN, or similar designation is an asset
- Expertise in equity systems and data platforms such as Preqin, Capital IQ, PitchBook, eFront, or Burgiss is an asset
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
- 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
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Case Manager managing WCB Alberta disability claims and recovery plans. Coordinating medical and re - employment services to help injured workers safely return to work.
Senior Manager driving global sales discipline, transformation, and capability deployment. Supporting Regal Rexnord’s sustainable industrial motion manufacturing business and worldwide sales teams.
Responsable maintenance chez Waga Energy, transformant le méthane des déchets en gaz naturel renouvelable. Pilotage des opérations, de la fiabilité des équipements et d’une équipe technique au Québec.
Business continuity manager strengthening operational resilience, continuity planning, and testing at Manulife, an international financial services provider. Partnering with business, technology, risk, and governance teams.
STD Case Manager adjudicating short - term disability claims for DMI, which delivers disability and absence management solutions. Managing medical evidence, eligibility, payments, and return - to - work coordination.
Consulting Manager leading Cayenta utility and municipal CIS implementations for Harris. Managing consultants, budgets, client relationships, delivery methodology, and go - live execution.
Gestionnaire principal des finances chez Foodtastic, plateforme canadienne de franchises de restauration. Pilotage de la planification financière, des acquisitions et de la création de valeur.
Workforce Manager optimizing Genesys Cloud staffing, routing, and payroll for ComPsych’s global mental health and well - being services. Supporting a remote, 24/7 behavioral health contact center.
Consulting Manager leading Cayenta utility and municipal CIS implementations from inception through stabilization. Managing consultants, budgets, client relationships, solution oversight, and AI - enabled delivery improvements.