ADVISOR, BDC CAPITAL OPERATIONS

Posted 7 Hours Ago
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Montréal, QC, CAN
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Leads venture capital and growth equity operations for assigned funds, including investment transactions, AML/KYC, cap table updates, legal documentation, procedures, training, governance, risk reviews, audits, and process improvement. Serves as an escalation point for complex files, supports committee governance and business continuity, and collaborates with Risk, Legal, Finance, and Corporate Secretariat teams. Requires bilingual English and French communication and 5–8 years of relevant experience.
Summary Generated by Built In

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... 

Explore the BDC Way in our Culture Book


POSITION OVERVIEW

Lead day-to-day venture capital (VC) and growth equity (GE) operations for a set of assigned funds, while owning the team's procedures and training. The Senior Officer is the go-to person for investment teams on operational matters and works closely with the Senior Advisor on governance, risk and controls, as well as with the Risk Management, CAMLO Office and Corporate Secretariat teams. The role offers the opportunity to grow into broader governance and leadership responsibilities.


CHALLENGES TO BE MET

Investment transactions

  • Process investment transactions for assigned funds, including authorizations, amendments and AML/KYC, in line with Delegation of Authority
  • Capture financing rounds and cap tables in the back-office system for assigned funds
  • Act as the first point of escalation for complex or non-standard files
  • Back up capital calls for the indirect teams; file legal and transactional documents for assigned funds
  • Back up share reconciliation, share certificates and legal documents follow-up

Procedures & compliance

  • Own operational procedures (VC/GE transactions, AML/KYC), updating them as policies, systems and regulations change
  • Manage the annual D&O list and access to screening and legal systems, including user onboarding and offboarding

Team enablement

  • Lead training and onboarding of new team members on operational processes and systems
  • Maintain process documentation and team resources so work can be covered seamlessly
  • Identify process gaps and drive improvements, including automation and AI-enabled tools

Governance & risk

  • Lead Terms of Reference for BDC Capital committees, keeping mandates current and aligned with Delegation of Authority
  • Support policies and directives, internal and external audits, the business quality review and business continuity planning
  • Support risk self-assessments, second-level reviews and screening, including follow-up on findings

WHAT WE ARE LOOKING FOR

  • Bachelor's degree in Commerce, Law, Finance or a related field
  • 5–8 years of experience in investment operations, fund administration, compliance or corporate governance, preferably in a financial institution or VC/PE firm
  • Experience reviewing others' work and training colleagues

Skills, knowledge & competencies

  • Operational expertise: Strong working knowledge of AML/KYC, Delegation of Authority and control frameworks
  • Judgment & ownership: Owns outcomes end-to-end; confident pushing back when needed
  • Process mindset: Simplifies processes and writes clear procedures
  • Digital & AI fluency: Comfortable using AI tools and automation to improve how work gets done
  • Leadership potential: Coaches colleagues and is ready to take on broader responsibilities
  • Collaboration: Builds strong working relationships with investment, Risk, Legal and Finance teams
  • Language: Bilingualism in English and French required

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 [email protected].

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

Skills Required

  • Bachelor's degree in Commerce, Law, Finance, or a related field
  • 5–8 years of experience in investment operations, fund administration, compliance, or corporate governance
  • Experience in a financial institution or venture capital/private equity firm
  • Experience reviewing others' work and training colleagues
  • Strong working knowledge of AML/KYC, Delegation of Authority, and control frameworks
  • Bilingualism in English and French
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The Company
HQ: Montréal
4,498 Employees
Year Founded: 1944

What We Do

We are BDC, the bank for Canadian entrepreneurs. Our mission is to help create and develop strong Canadian businesses through financing, consulting services and securitization, with a focus on small and medium-sized enterprises. Through our subsidiary—BDC Capital, we also offer a full spectrum of specialized financing, including venture capital, equity as well as growth and business transition capital. BDC, Canada’s first B Corp bank. B Corps are certified Beneficial companies. Their purpose is to create value for society as well as money. They meet high standards of transparency and accountability, and create positive social and environmental benefit. Learn more at www.bcorporation.net. Social Media Community Guidelines: https://www.bdc.ca/EN/about/social_media/Pages/social-media-guidelines.aspx

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