{"id":2949042,"url":"https://alion.io/job/ecapital-portfolio-manager-ecapital","title":"Portfolio Manager - eCapital","company":{"id":1924859,"name":"eCapital","domain":"ecapital.com","url":"https://alion.io/company/ecapital-com","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"JazzHR","truth_index":null},"role":"Management","role_family":"Management","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Orillia, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":61000,"max_usd":103000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":382},"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Power BI","optional":false}],"status":"live","first_seen_at":"2026-10-20T19:26:51Z","employer_posted_date":"2026-10-20","last_verified_at":"2026-11-02T07:38:47Z","board_verified":true,"closed_at":null,"days_open":12,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":12},"description":"About Us:\nAt eCapital, we are on a mission to ignite growth and empower businesses across North America and the U.K. by accelerating their access to capital. Our expertise and forward-thinking technology create customized, cutting-edge solutions for clients in over 80 industries. We are proud to have been named to the prestigious Inc. 5000 Fastest Growing Company list in 2024, recognized as a ‘Great Place to Work’ by the Secured Finance Network, and celebrated as a ‘Most Innovative Company’ by ABF Journal; all thanks to our dynamic team who are the cornerstone of our success. Are you ready to make an impact and help us shape the future of finance?\nThe Opportunity:\nThe Portfolio Manager, Platinum Clients is responsible for the strategic management, performance, and risk oversight of eCapital's highest-value client relationships. Serving as the primary portfolio leader for a designated portfolio of Platinum clients, this role partners closely with clients and internal stakeholders to optimize portfolio performance, proactively manage risk, strengthen client retention, and identify opportunities for growth.\nThe Portfolio Manager acts as a trusted advisor to clients and an internal advocate for portfolio success, balancing exceptional client experience with prudent risk management. This role requires a highly analytical and relationship-driven professional who can assess complex financial situations, make sound business decisions, influence outcomes across multiple functions, and engage directly with executive-level client contacts.\nSuccess in this role is measured through portfolio performance, risk mitigation, client retention, revenue growth, operational effectiveness, and the development of strong client partnerships.\nResponsibilities:\nPortfolio Leadership and Risk Management \nAssume ownership of a portfolio of Platinum clients, ensuring overall portfolio health, profitability, compliance, and risk performance. \nConduct ongoing review and analysis of client financial performance, collateral quality, account trends, funding utilization, concentration exposure, dilution, collections activity, and other key risk indicators. \nIdentify emerging risks and opportunities and develop strategic recommendations to support portfolio stability and growth. \nLead risk assessment discussions and work collaboratively with Credit, Risk, Operations, Collections, and Account Management teams to implement effective mitigation strategies. \nMaintain accountability for watchlist accounts, remediation plans, and escalated portfolio concerns. \nMake recommendations regarding portfolio structure, credit exposure, reserve requirements, and risk management actions. \nClient Relationship Management Develop and maintain strong relationships with executive-level client contacts and key decision-makers. \nServe as a trusted advisor by providing portfolio insights, strategic guidance, and recommendations that support clients' business objectives. \nLead portfolio review meetings with clients and internal stakeholders. \nPartner with Sales, Account Management, and Customer Service to strengthen client engagement, retention, and satisfaction. \nAddress complex client issues, concerns, and escalations while driving timely and effective resolutions. \nIdentify opportunities to deepen client relationships and support business growth initiatives. \nClient Visits and Travel Conduct in-person client meetings, portfolio reviews, operational assessments, and relationship-building visits as appropriate. \nTravel to client locations approximately two to three times per quarter to strengthen partnerships, perform due diligence reviews, and support strategic account management initiatives. \nRepresent eCapital professionally during client visits and industry-related meetings. \nStrategic Portfolio Analysis and Reporting Analyze portfolio trends, market conditions, client performance metrics, and operational data to identify emerging risks and opportunities. \nPrepare and present executive-level portfolio reviews and recommendations to senior leadership. \nUtilize reporting and analytical tools, including Power BI, eClipse, Salesforce, and other internal systems, to support decision-making and portfolio management strategies. \nMonitor portfolio concentrations, profitability, exposure levels, and performance trends. \nProvide actionable insights that contribute to portfolio growth, operational efficiency, and risk reduction. \nCompliance and Governance Ensure portfolio activities comply with company policies, procedures, audit requirements, regulatory standards, and risk management frameworks. \nReview account documentation, reporting, and client information to ensure completeness and accuracy. \nMaintain accurate records of portfolio reviews, client interactions, risk assessments, and action plans. \nSupport internal and external audit activities as required. \nCross-Functional Leadership Collaborate closely with Credit, Risk, Operations, Collections, Customer Service, Account Management, and Executive Leadership teams. \nAct as a subject matter expert and resource for complex portfolio situations and client-related matters. \nContribute to process improvement initiatives that enhance portfolio performance, client experience, and operational efficiency. \nParticipate in special projects and strategic initiatives as assigned.\nMeasures of SuccessSuccess in this role will be demonstrated through: \nStrong portfolio performance, profitability, and risk-adjusted returns. \nHigh client retention and satisfaction levels within the Platinum segment. \nEffective identification, escalation, and mitigation of portfolio risks. \nSuccessful management of complex client situations and escalations. \nGrowth and expansion of existing client relationships. \nQuality and effectiveness of portfolio reviews, recommendations, and strategic insights. \nStrong internal partnerships and cross-functional collaboration. \nConsistent compliance with company policies, procedures, and risk management standards. \nPositive contribution to eCapital's Platinum client strategy and overall business objectives. \nQualifications:Bachelor's degree in Finance, Business Administration, Accounting, Economics, or related field preferred. \n7+ years of experience in portfolio management, commercial finance, asset-based lending, factoring, commercial banking, credit risk, or related financial services experience. \nDemonstrated experience managing complex, high-value client relationships. \nStrong financial statement analysis, credit assessment, and risk management expertise. \nExceptional client relationship and consultative communication skills. \nProven ability to influence decisions and drive outcomes across multiple business functions. \nStrong analytical, problem-solving, and strategic thinking abilities. \nAbility to effectively manage competing priorities within a fast-paced environment. \nExperience presenting recommendations and portfolio updates to executive leadership. \nProficiency with eClipse, Power BI, Salesforce, Microsoft Office Suite, Teams, and related business systems. \nWillingness and ability to travel approximately two to three times per quarter for client visits and business meetings. \nWe Bring:Salary: 65,000CAD annually\nAnnual Bonus\nPTO\nHealth, Dental, and Life Benefits\nRRSP Matching\nAbundant professional development opportunities at a growing and thriving alternative Finance company! \neCapital Culture:At eCapital, we're not just a funding provider-we're a strategic partner built for what's next. Our culture is defined by innovation, scalability, and personalized service. We value:\nAgility: We adapt quickly to changing market conditions and customer needs.\nRelationships: We put our clients' needs at the center of everything we do, and we believe the best results come from diverse teams working together.\nAccountability: We hold ourselves to the highest standards in all aspects of our work.\nInnovation: We constantly push boundaries to create better solutions for our clients.\nYou’ll work in a dynamic environment where your contributions will support eCapital’s growth and the small and medium-sized businesses we serve. Join us in improving how businesses access and manage capital.eCapital values diverse experiences and backgrounds. We encourage all qualified candidates to apply, regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.\nAI Statement\neCapital uses AI-enabled tools within our applicant tracking system to support resume screening by comparing qualifications to job requirements. Final hiring decisions and resume reviews are always conducted by our recruiters.\nVacancy Type: Addition","description_format":"text","description_chars":8718,"description_truncated":false,"requirements":{"experience_years_min":7,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Business & SME Lending","Factoring & Trade Finance"],"lifecycle":[{"event":"open","at":"2026-10-20T19:26:51Z"}],"visa":[],"liveness":{"score":89,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.993,"p_room":0.9,"age_days":12,"expected_fill_days":34,"reasons":["conf:3","wave","velocity","win:mid"],"computed_at":"2026-11-02T06:13:15Z"},"pay":null,"html_url":"https://alion.io/job/ecapital-portfolio-manager-ecapital","json_url":"https://alion.io/job/ecapital-portfolio-manager-ecapital.json","meta":{"generated_at":"2026-11-02T12:07:03Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16623,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-03T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1924859},"rest":"https://alion.io/mcp/rest/get_company?id=1924859"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fecapital-portfolio-manager-ecapital"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fecapital-portfolio-manager-ecapital"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fecapital-portfolio-manager-ecapital"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ecapital-portfolio-manager-ecapital\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fecapital-portfolio-manager-ecapital"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2949042}},{"tool":"search_jobs","arguments":{"company":"ecapital.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2949042},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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