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Senior Officer, Client Support Operations - Bdc Capital

Track and manage legal documents related to venture capital transactions for BDC Capital.
Montreal
Senior
8 months ago
BDC

BDC

A Canadian development bank offering financial and consulting services to small and medium-sized businesses.

locations
Montreal
time type
Full time
posted on
Posted Today
time left to apply
End Date: December 7, 2024 (14 days left to apply)
job requisition id
R-5981

We are banking at another level.

Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.

Choosing BDC as your employer also means:

  • Flexible and competitive benefits , including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few

  • In addition to paid vacation each year, five personal days , sick days as necessary , and our offices are closed from December 25 to January 1

  • A hybrid work model that truly balances work and personal life

  • Opportunities for learning , training and development , and much more...

POSITION OVERVIEW

The incumbent is responsible for maintaining effective relationships with both internal and external contacts to ensure smooth information flow and coordination. This role involves managing governance-related knowledge, including policies and procedures, and ensuring the timely processing of various authorizations and documents. Additionally, this person will handle the tracking and storage of important documents, update client data, manage user accounts in relevant systems, and assist with data collection and governance document updates.

CHALLENGES TO BE MET

  • Establish and maintain relationships with BDC employees and external contacts to ensure continuous information dissemination and coordination and promote the department’s positive image.

  • Maintain comprehensive knowledge of all governance impacting BDC Capital, including policies, directives, and procedures, with a particular focus on Delegation of Authority and AML/KYC

  • Minimize BDC’s risk exposure by ensuring timely processing of authorizations, amendments, and disbursements according to established policies/directives/procedures. Coordinate with the Finance back-office for end-of-month/quarter document submissions.

  • Track, control, and store original and legal documents related to venture capital transactions both physically and electronically. This includes authorizations, amendments, share certificates, legal closings, and other documentation. Perform periodic reconciliation of legal documents and share certificates received.

  • Update venture capital client data in the VC information system, including rounds of financing and cap tables.

  • Administer BDC Capital’s information systems by managing internal and external user accounts in iLEVEL portfolio monitoring and Affinity CRM systems.

  • Participate in periodic data collection for iLEVEL entries, such as quarterly asset creation for new underlying companies within our fund investments.

  • Assist in updating governance documents, mainly the Terms of Reference for various BDC Capital committees.

WHAT WE'RE LOOKING FOR

  • Bachelor's degree, certificate in business administration or a relevant field and three to five years of relevant experience.

  • Excellent organizational skills, ability to prioritize and multi-task.

  • Ability to work independently with initiative and judgment in assessing priorities.

  • Ability to work under pressure and meet deadlines.

  • Ability to exercise discretion and professionalism in sensitive situations and maintain an appropriate level of confidentiality.

  • Excellent interpersonal, written, and oral communication skills (in French and English) is required.

  • Proficient in Microsoft Office software suite (Word, Excel and PowerPoint).

Proudly one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers , we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at accessibility@bdc.ca .

While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.

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Senior Officer, Client Support Operations - Bdc Capital
Montreal
Customer Success
About BDC
A Canadian development bank offering financial and consulting services to small and medium-sized businesses.