Lead Platinum client portfolios at eCapital through financial analysis and risk management. Travel approximately two to three times quarterly for client meetings.

The Portfolio Manager, Platinum Clients oversees strategic management, performance, and risk for eCapital's highest-value relationships. This role analyzes financial statements, collateral, account trends, funding utilization, and other indicators. It also builds executive-level relationships, presents recommendations, and coordinates mitigation with Credit, Risk, Operations, Collections, and Account Management.

Key Responsibilities:

- Own Platinum portfolios and monitor profitability, compliance, and risk
- Analyze client performance, collateral, concentrations, dilution, and collections
- Identify emerging risks, opportunities, and strategic recommendations




- Lead client reviews and address complex escalations
- Present portfolio insights and recommendations to senior leadership

Requirements:

- Bachelor's degree in finance, business, accounting, economics, or related field preferred
- Seven-plus years in portfolio management or related financial services
- Robust financial statement analysis, credit assessment, and risk expertise
- Executive relationship management and consultative communication skills
- Proficiency with Power BI, eClipse, Salesforce, and Microsoft Office

Bring portfolio leadership, executive communication, and prudent risk oversight to eCapital's Platinum client strategy and growth.

📌 Platinum Client Portfolio Manager (Canada)
🏢 E Capital
📍 Canada