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Officer, Client Support Operations - Bdc Capital

External
bdc logoBdc · Montreal, Canada
Full-timeHybrid2w ago
AccessibilityComplianceCRMDocumentationExcel
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Requirements

  • Bachelor's degree or college diploma in business administration, finance, or a related field, or an equivalent combination of education and relevant experience
  • 3-5 years of relevant experience supporting investment, transaction‑based, or governance‑driven environments
  • Experience coordinating with cross‑functional stakeholders, including investment teams, legal, finance, and operational partners
  • Experience supporting governance, board, or committee processes
  • Ability to manage time‑sensitive requests, prioritize work, and multitask effectively
  • Ability to work independently and apply sound judgment in assessing priorities and managing risk
  • Ability to work under pressure and meet deadlines without compromising accuracy
  • High level of discretion when handling sensitive and confidential information
  • Strong written and verbal communication skills in English and French
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint)
  • Comfort working with multiple systems and controlled documentation environments
  • Comfort and knowledge in leveraging AI tools to automate tasks where possible and act as a champion of leveraging copilot in the team and broader organization
  • Experience supporting venture capital, private equity, or investment operations
  • Experience maintaining cap tables, financing rounds, or investment client data
  • Experience administering systems such as iLEVEL and Affinity CRM
  • Experience with records management, archiving, or vault documentation
  • Experience supporting month‑end or quarter‑end operational processes
  • Experience assisting with policy or procedure documentation and updates
  • While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.

Benefits

Health insurancePaid time offFlexible scheduleEquity / stock options

Additional Information

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 BDC is the only bank dedicated exclusively to Canadian entrepreneurs. Within BDC Capital, the Officer, Client Support Operations sits at the centre of investment operations, supporting venture capital activities through the coordination of transactions, governance processes, and controlled documentation. The role works closely with investment, legal, finance, and back‑office teams to ensure timely, accurate, and compliant execution. Your work contributes directly to the success of Canadian businesses, and at BDC, you can be yourself at work. CHALLENGES TO BE MET Coordinate operational activities across investment teams, legal, finance, and back‑office stakeholders in a time‑sensitive, transaction‑driven environment Ensure compliance with BDC Capital governance frameworks, policies, procedures, Delegation of Authority, and AML/KYC requirements Maintain the integrity of governance and operational controls through accurate processing, documentation, and second‑level reviews Manage multiple concurrent requests while exercising sound judgment, discretion, and attention to detail Safeguard sensitive and confidential legal, transactional, and client information in line with governance and risk standards


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