Associate, Portfolio Management & Insights

INFRASTRUCTURE & RENEWABLE RESOURCES

We are seeking an Associate, Portfolio Management & Insights to join our growing Infrastructure & Renewable Resources team where you will play a key role in protecting, growing, and realizing the value of the portfolio!

What you bring:

• Undergraduate university degree and/or MBA with emphasis in finance and investment analysis
• 3 -6 years’ experience, ideally in investment management (preference for institutional investment experience), infrastructure, private equity, investment banking, or management consulting
• Holding or working towards completion of a relevant professional designation (CPA, CFA, or CBV)
• Knowledgeable with respect to financial reporting and investment valuation matters
• Strong analytical and problem-solving abilities
• Fluency with a broad range of computer applications (Microsoft Office, Tableau)
• Excellent written and verbal communication skills
• Diplomatic, tactful, and strong interpersonal skills

The position also works on many ad hoc portfolio projects that require detailed analysis and a good understanding of financial and investment markets.

YOUR PRIMARY RESPONSIBILITIES: 

• Prepares and/or reviews client presentation materials and content for quarterly client reports and other stakeholder reporting
• Works with internal and external parties to ensure consistency of the valuation process and timely completion of portfolio valuations
• Supports the program’s pool openings
• Analyzes return drivers, program exposure, external management fees, and internal management fees
• Monitors current investment progress at the program level
• Analyzes Key Performance Indicators collected from our direct investments
• Contributes to the department’s annual budgeting cycle and monitors monthly results
• Collaborates with Infrastructure & Renewable Resources, other departments in BCI and institutional peers on risk management, compliance requirements, and reporting framework over investment risk, enterprise risk, legal, tax, and ESG matters
• Conduct the analysis of the Infrastructure & Renewable Resources hedging program and provide investment recommendations
• Identifies or implements IT systems, solutions, and reporting analytics to support the Group’s investment activities
• Works with the Infrastructure & Renewable Resources team to support initiatives to streamline workflow, processes, and reporting
• Participates in special projects as directed by the EVP or Director
• Contributes to being part of a high performance and motivated team

This exciting opportunity will provide you with career growth opportunities as you gain new skills in the course of your work. This role reports to the Director, Portfolio Management & Insights.

WHO YOU WILL WORK WITH:

On behalf of BCI’s clients, the Infrastructure & Renewable Resources (I&RR) team invests globally in companies that offer exposure to infrastructure assets that provide stable long-term results with minimal substitution risk. These include investments in sectors such as water, electricity, gas, and transport infrastructure as well as tangible assets in the natural resources space such as timberland and agriculture. The team invests in a variety of capacities including as a sole sponsor, co-sponsor, or co-investor and very selectively through externally managed funds. In these capacities, the team seeks to take an active oversight role built on a foundation of trusted relationships with all stakeholders and a commitment to long-term value creation.

WHY WORK AT BCI?

BCI is one of Canada’s Top 100 Employers and has built programs and benefits to support all our employees. As an employee of BCI you will have access to benefits such as:

• Comprehensive benefits package
• 20 days’ vacation per year
• Participation in our defined benefit pension plan
• 2 days paid for volunteering
• Various wellness benefits

TO APPLY:

Tell us briefly in your cover letter why you are passionate about and a fit for the role.

We encourage timely submissions of applications as candidates will be actively reviewed as the interview process may advance earlier.

This role is in our Victoria office. We offer relocation support for the selected candidate.