Senior Portfolio Manager, Opportunity Calgary Investment Fund (OCIF)

Calgary Economic Development; Calgary; On-site; CAD 100,000 - 130,000; Full time

Job summary

Calgary Economic Development is seeking a Senior Portfolio Manager to oversee transformative investments in Calgary's economy. This critical role involves managing fund applications, due diligence, and strategic execution to ensure economic resilience. The successful candidate will lead a team, foster investments, and collaborate with various stakeholders to achieve project goals.

Benefits

100% employer paid benefit premiums

Health care spending account

Generous vacation and flex time policy

Professional development funding up to $2500 per year

Qualifications

• Minimum 10 years of progressively responsible experience.
• Minimum 5 years in a management role.
• Experience with government funding or venture capital programs.

Responsibilities

• Manage OCIF pre-application and application processes.
• Coordinate due diligence and deal structuring.
• Lead execution of OCIF strategies and manage team performance.

Skills

Collaboration

Accountable

Respectful

Entrepreneurial

Analytical

Communication

Negotiation

Education

Bachelor's degree in business, accounting or finance

CPA, MBA or financial management designation

Tools

PowerBI

Dynamics 365

Job description

Calgary Economic Development (CED) is an opportunity-maker, helping to spark and fuel Calgary’s growth. Our mandate is to position Calgary for long term economic success, through the expansion, retention and attraction of companies, capital and talent. We offer a wealth of information to help everyone succeed and we tirelessly promote Calgary, in Canada and around the world. We are passionate about our role in shaping and sharing Calgary’s story, a place of blue sky thinking and unexpected opportunities.

Job Summary

The Senior Portfolio Manager, OCIF is an experienced professional that will support transformative investments in Calgary and assist with identification of projects aligned with OCIF mandate, evaluation of applications and business case proposals, managing fund disbursements, and fostering OCIF investments, to ensure a resilient economic future for Calgary.

This is a full-time permanent position with a minimum in-office requirement of 3 days a week.

Key Responsibilities

Fund Application Management

• Manages the OCIF pre-application and application processes ensuring operational efficiency through engagement with various CED Teams.
• Evaluates submissions in a fair and neutral manner, taking into consideration understanding of local innovation and startup ecosystem, including key players, roles, and interconnectedness.
• Develop clear and succinct recommendations for file progression based on applicant eligibility.
• Scoping new projects and opportunities in market.

Due Diligence & Deal Structure

• Coordinate due diligence including financial analysis, company sustainability, project risks and metrics (collecting management information, financial data, competitor analysis, etc.)
• Strategically identify and recommend terms and conditions for term sheets and contribution agreements for approval.
• Prepare deal summaries, cover sheets, status update reports, for presentation to Board of Directors.
• Monitor pipeline metrics; deal stage progression, timelines, due diligence completion, announcements, etc.
• Foster existing OCIF investments to achieve success through integration into a support network.

Strategy Development & Execution

• Lead the execution of OCIF strategies and processes, including creating new program initiatives, updating program processes, literature, and provide support for training activities
• Develop OCIF program updates, including but not limited, to new intake streams and reporting frameworks.
• Proactively updates strategy and program materials and leads development of materials including reporting to Board and City Administration and Council.

People Management

• Manage direct report(s) and ensure the team member(s) understand role expectations.
• Work with junior team members through regular and effective communication to assess workload, support OCIF Directors in determining priorities for the team, delegate projects and initiatives, and supervision; amending project work and directing workflows.
• Appraises individual and team performance; continually assessing for quality and output levels and determining future resourcing needs

Let’s Talk About You

You are a critical thinker, astute problem solver and adaptable to change. The ability to be analytical and able to number-crunch is a given. You demonstrate the embodiment of integrity, discipline, dedication, credibility, initiative, and the very best in professional management and leadership practices.

You have a passion for our city and are excited at the prospect of working on projects that build on the energy of our community. You are collaborative and you thrive in a fast-paced environment, while also managing multiple projects with ease.

Education

• Bachelor’s degree in business, accounting or finance or a related area.
• CPA, MBA or financial management designation is an asset

Experience

• Minimum of 10 years of progressively responsible experience in a directly related area during which both professional and management capability have been clearly demonstrated
• Minimum of 5 years in a management role.
• Experience with government funding or venture capital programs, and mergers and acquisitions is an asset
• Experience with platforms and tools like WizeHive, PowerBI, Google Notebook, Microsoft CoPilot, Dynamics 365, Big Query, Monday.com an asset
  

Note: An equivalent combination of education and experience may be considered.

Key Skills & Competencies

• Collaboration - Understanding of information sharing with different stakeholder types & coordinates with others across groups
• Accountable- Works with others to ensure deliverables are completed,is able toperform quality assurance for self and others.
• Respectful -Motivates teams, focusing on team goals/priorities. Respects diverse opinions.
• Entrepreneurial – Leads teams and channels energies to group achievements.
• Proven program management skills with the ability to multi-task and manage several sub-projects at once against tight timelines, demonstrating a strong skill base in organization, schedules and budget management, quality assurance, documentation and stakeholder engagement.
• Ability to learn quickly, think critically and function in a dynamic environment in a structured, timely and politically sensitive manner.
• Analytical and methodical
• Client and relationship management
• Negotiation skills
• Excellent written & oral communications skills
• Financial Acumen / Reporting
• Familiarity with market data platforms such as Pitchbook, Crunchbase, and CB Insights.
• Excellent work ethic and energy level
  
• Management and leadership skills
  
• Computer skills:

o Proficiency with PowerPoint, Excel, Word (MS office 365)

o Experience with CRM and Project Management software, including SharePoint, Monday.com

What's In It For You?

CED offers more than a competitive base salary to our employees. We have a comprehensive benefit plan that includes 100% employer paid benefit premiums, RRSP’s, a health care spending account, and a generous vacation and flex time policy. We are committed to our employees’ mental health and offer resilience training with Headversity, free counselling with an EAP program, in addition to paramedical coverage through our medical benefits plan.

CED encourages and supports life-long learning and professional development. Employees are encouraged to access up to $2500 per year of funded professional development training opportunities.If you are looking for purpose driven work and are interested in joining us on our mission to diversify Calgary’s economy, we invite you to apply.

EDI Commitment Statement:

Calgary Economic Developmentcelebrates diversity and is committed to advancing Equity, Diversity, and Inclusion (EDI). Through EDI, we create a path to success for all our employees, where they have equal opportunity for advancement, have the voice to contribute to our collective growth and development and work in an inclusive environment.

We strongly believe in accessibility in the work we do and welcome requests to make the hiring process as accessible as possible. Accommodations are available for candidates on request during all aspects of the selection process. Please advise at any point and we will do our best to work with you to meet your needs.

Calgary Economic Development adheres to the Alberta Human Rights Code. We encourage applications from Indigenous peoples and persons of all races, ethnic origins, religions, abilities, sexual orientations, and gender identities and expressions. Please be aware that Calgary Economic Development is committed to having a safe work environment.

To Apply:

Interested candidates should submit their cover letter and resume in confidence to: calgaryeconomic.bamboohr.com/careers by 4:00pm Thursday June 12th, 2025

We thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted.