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

Export Development Canada | Exportation et développement Can

$129K — $173K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 7 years of relevant experience in private equity, corporate or venture capital investing.
  • Demonstrated track record in portfolio performance, advanced analytics, and systems innovation.
  • Experience in ongoing assessment and valuation of investee companies and governance.
  • Verifiable network within the investment industry, including pension funds and private equity.
  • Preferred designations include CFA, FRM, CAIA, or MBA/MFIN.

Responsibilities

  • Accountable for managing the capital model, flows, allocations, and performance benchmarking.
  • Collaborate with investment professionals to improve sourcing, due diligence, and value creation using data-driven methods.
  • Monitor portfolio performance through risk and performance analytics, as well as financial reporting.
  • Maintain relationships with portfolio investment leads, providing support for growth strategies.
  • Generate actionable insights through data-driven forecasting and program-level analytics.
  • Build reporting tools, dashboards, and analytics for risk program optimization.
  • Deliver insights to senior leadership with advanced forecasting and portfolio reporting.

Benefits

  • Relocation assistance for eligible candidates.
  • Hybrid work model requiring two days a week in-office, increasing to three days from September 2026.
  • Opportunity to shape a new function in a dynamic investment group with over $4 billion in assets.
Full Job Description
Application deadline: September 8, 2026 at noon

Position: Portfolio Manager, Portfolio Management & Impact Analytics - Investments

Employment Type: Permanent

Compensation Details:
  • Performance Risk Manager 20: Salaries typically range from $129,928 to $173,235 annually, based on qualifications and experiences, plus a performance-based incentive.

Location:
  • Export Development Canada operates under a hybrid work model, currently requiring employees to work from the office two days per week. Beginning in September 2026, the in-office requirement will increase to three days per week, implemented through a phased approach based on location.
  • These roles can be performed from EDC's Headquarters in Ottawa. Candidates with a permanent residence closer to our Regional Hubs in Toronto or Montreal will also be considered.
  • Relocation assistance is available for candidates who meet the eligibility criteria.

Internal Employees, please consult the ServiceNow article entitled Internal movements - what you need to know.

Team & Job Overview

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.

The successful candidate will have 7+ years of dedicated experience in private equity or venture capital and accordingly will have: i) a deep understanding of the Canadian private equity capital ecosystem,: i) experience with equity program governance and portfolio performance; ii) experience with managing equity data and technology; and iii) knowledge of the asset class, its participants, and practices.

What you will be doing:
  • 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

Skills & Knowledge
  • 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

What we are looking for:
  • 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

What will make you stand out:
  • 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)

Eligibility:

EDC is committed to Fair Employment Practices and preference will be given to a candidate who is able to work legally in Canada at the time of application (Canadian Citizens or Permanent Residents). Candidates must meet the requisite government security screening requirements. The position is open to those who meet all of the essential requirements stated above and whose applications are received by the closing date.

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