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Added 4 mins ago
ESG-Intern
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BDC

MANAGER / SENIOR MANAGER, PORTFOLIO MANAGEMENT

ON, Canada
Halton, ON, Canada

Job type: Full-time
Apply by: Oct 28, 2026
Posting language: English
Posted: Sep 28, 2026

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Original job description

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 OVERIVEW

The Manager / Senior Manager, Portfolio Management contributes to updating the Bank’s loan portfolio by processing service requests and annual reviews required during the life cycle of a loan. He or she analyzes and recommends complex and advanced service requests and supports the Business Development team in developing efficient solutions to meet the client’s requests while adhering to the Bank’s policies and directives.

CHALLENGES TO BE MET

Follow up on outstanding issues in the files in accordance with BDC’s audit policies, processes, and procedures by ensuring that the forms and information are accurate and complete, the conditions are met, and the signatures are obtained
When completing an annual review, validate the profitability of the portfolio by monitoring the client’s borrowing activities and identify additional opportunities (financing or consulting) and be proactive to retain existing clients
Review financial statements, complete the financial analysis, and evaluate the risk rating
Actively address situations where potential risks are identified, such as arrears, risk deterioration and declining financial results
Evaluate high and advanced risk requests and offer proactive solutions to restructure agreements, minimize risk and mitigate losses in collaboration with Credit, the business centres and other internal colleagues
Authorize, decline, or recommend services, within the established parameters, and ensure a high calibre of analysis and due diligence for all loan amendments and service requests
Maintain relationships with business centre personnel and colleagues to foster good teamwork and the pursuit of common objectives and the consistent application of policies
Coach, mentor and share experience with team members
Keep abreast of economic trends in his or her region and any potential impact for the Bank’s clients
Keep abreast of changes made to policies, procedures, and detailed processes and of trends in credit and regulatory issues that may have an impact on BDC

What We Are Looking For

Bachelor’s degree in Commerce or Business Administration
Three to five years’ experience as an account manager in the banking sector
In-depth knowledge of banking products, services, policies, processes, and procedures
Ability to analyze complex financial structures
Ability to identify and solve problems pro-actively with good judgment
Demonstrated flexibility to adapt to a changing environment
Good time management skills and ability to set priorities to meet tight deadlines
Cooperative attitude
Bilingualism is an asset

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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More about this job

Responsibilities

Manage loan portfolio service requests and annual reviews, including financial statement analysis, risk rating, and assessment of complex or high-risk requests. Recommend or authorize loan amendments, develop solutions to mitigate risk and retain clients, and collaborate with business centre staff and colleagues while coaching team members.

Requirements

A bachelor’s degree in Commerce or Business Administration and three to five years of experience as an account manager in banking are required. Candidates should have in-depth knowledge of banking products and processes, strong financial analysis and problem-solving abilities, sound judgment, adaptability, time management, and a cooperative attitude; bilingualism is an asset.

Skills

Portfolio Management
Loan Servicing
Annual Reviews
Financial Analysis
Credit Risk Assessment
Financial Statement Analysis
Risk Mitigation
Loan Restructuring
Due Diligence
Problem Solving
Judgment
Time Management
Prioritization
Coaching and Mentoring
Banking Products and Policies

Benefits

Employee Savings and Investment Plan with Employer Matching
Defined Benefit Pension Plan
Wellness and Health Care Spending Account
Paid Vacation
Personal Days
Sick Days
Office Closure from December 25 to January 1
Hybrid Work Model
Learning, Training, and Development Opportunities

Visa sponsorship

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Keywords

Portfolio Management
Banking
Loan Portfolio
Loan Servicing
Annual Reviews
Financial Statements
Financial Analysis
Credit Risk
Risk Rating
High-Risk Requests
Loan Amendments
Loan Restructuring
Due Diligence
Client Retention
Financing
Consulting
Banking Products
Bank Policies
Audit Policies
Regulatory Issues
Economic Trends
Account Management
Teamwork
Coaching
Mentoring

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