Posted 18 days ago
Portfolio Manager
@ eCapital
Orillia, Ontario
SIGNALS
Overview
eCapital is hiring a Portfolio Manager for its Platinum clients, based in Orillia, Ontario, with a move to Barrie planned. The role leads risk oversight, performance and client relationships for a designated portfolio, including executive-level contacts. The posting states a full-time, in-office position with two to three client trips per quarter and a salary of 65,000 CAD annually plus an annual bonus.
Responsibilities:
- Own and manage a portfolio of Platinum clients, including risk and performance
- Monitor financial performance, collateral and concentration exposure
- Lead executive-level client relationships and portfolio reviews
- Coordinate mitigation with credit, risk, operations and collections teams
- Prepare executive reports and recommendations
Requirements summary:
- Seven or more years in portfolio management or commercial finance
- Experience managing complex, high-value client relationships
- Strong financial statement analysis and credit assessment
- Proficiency with eClipse, Power BI and Salesforce
- Willingness to travel two to three times per quarter
Tools & skills
Benefits mentioned
Health insuranceDentalRetirement plan
Source and dates
Employer career site / ATS feed · jazzhr
- Employer posting date
- 2026-10-19
- First seen by our source
- 2026-10-20
- Source record updated
- 2026-11-03
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Finance & accounting |
| Experience | 7+ years |
| Hours per week | 40 (estimated) |
| Travel | ground: moderate |
| Work setting | Office, Client sites |
| Position | Sitting and standing |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | Bachelor’s degree (preferred) |
| Fields of study | Finance, Business Administration, Accounting, Economics |
| Perks mentioned | Retirement plan, Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
eCapital
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
An AI-powered fintech company transforming how businesses access and manage working capital.
Full company description
eCapital Corp. is an AI-powered fintech company transforming how businesses access and manage working capital. The company serves businesses across the United States, Canada, and the United Kingdom through a broad range of financing solutions, including asset-based lending, receivables finance, payroll funding, supply chain finance, and other customized financing products. Through its proprietary platform, eCapital combines data, decisioning, funding, and servicing to deliver faster, more flexible financing solutions across the business lifecycle. Since its inception, eCapital has funded more than 44,000 clients and delivered over $144 billion in capital across 80+ industries. eCapital is building the next generation of specialty finance, one that is more intelligent, connected, and responsive to the needs of modern business. To learn more, please visit ecapital.com.
- LinkedIn followers
- 34,734
- People associated on LinkedIn
- 505
- Reported office locations
- 20807 Biscayne Blvd, Suite 203, Miami, Florida 33180, US
- 5928 Pascal Ct, 200, Carlsbad, California 92008, US
- 555 Marriott Dr, Suite 240, Nashville, Tennessee 37214, US
- 174 West Street South, 2nd Floor, Orillia, ON L3V 6L4, CA
- 360 Interstate North Pkwy SE, Suite 630, Atlanta, Georgia 30339, US
- 8 W 40th St, 14th Floor, New York, NY 10018, US
- 155 University Avenue, 1220, Toronto , ON M5H 3B7, CA
- 315 E Robinson St, Suite 200, Orlando, Florida 32801, US
- Business categories
- Small and Medium Businesses
- Commercial Lending
- Finance
- Consulting
- Financial Services
- Other recorded names
- eCapital
- eCapital Corp.
- Specialties
- Factoring
- Accounts receivable financing
- Freight factoring
- Invoice Factoring
- Equipment Refinancing
- Payroll Funding
- Healthcare
- Transportation
- Staffing Industry
- Consumer Goods
- Asset-based Lending
- Supply Chain Financing
- and Healthcare Receivables Financing
- Profile identifies a recruitment agency
- No
- Reported total investment
- 1,768,000,000
Currency and observation date were not supplied; this is not a current valuation or a funding round.
eCapital Corp. is an AI-powered fintech company transforming how businesses access and manage working capital. The company serves businesses across the United States, Canada, and the United Kingdom through a broad range of financing solutions, including asset-based lending, receivables finance, payroll funding, supply chain finance, and other customized financing products. Through its proprietary platform, eCapital…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 501-1,000 employees |
| Headquarters | Miami, Florida |
| Organization type | Privately Held |
| Year founded | 2006 |
| Specialties | FactoringAccounts receivable financingFreight factoringInvoice FactoringEquipment RefinancingPayroll FundingHealthcareTransportationStaffing IndustryConsumer Goods |
| Open jobs on Jobsy | 2 |
| View page |
Job description
About Us:
At 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?
The Opportunity:
The 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.
The 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.
Success in this role is measured through portfolio performance, risk mitigation, client retention, revenue growth, operational effectiveness, and the development of strong client partnerships.
Responsibilities:
Portfolio Leadership and Risk Management
Success in this role will be demonstrated through:
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:
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.
AI Statement
eCapital 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.
Work Location: This is a full-time, in-office role based in Orillia, Ontario to start. Please note that our office will be moving to Barrie, Ontario effective January 2027.
Vacancy Type: Addition
At 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?
The Opportunity:
The 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.
The 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.
Success in this role is measured through portfolio performance, risk mitigation, client retention, revenue growth, operational effectiveness, and the development of strong client partnerships.
Responsibilities:
Portfolio Leadership and Risk Management
- Assume ownership of a portfolio of Platinum clients, ensuring overall portfolio health, profitability, compliance, and risk performance.
- Conduct ongoing review and analysis of client financial performance, collateral quality, account trends, funding utilization, concentration exposure, dilution, collections activity, and other key risk indicators.
- Identify emerging risks and opportunities and develop strategic recommendations to support portfolio stability and growth.
- Lead risk assessment discussions and work collaboratively with Credit, Risk, Operations, Collections, and Account Management teams to implement effective mitigation strategies.
- Maintain accountability for watchlist accounts, remediation plans, and escalated portfolio concerns.
- Make recommendations regarding portfolio structure, credit exposure, reserve requirements, and risk management actions.
- Develop and maintain strong relationships with executive-level client contacts and key decision-makers.
- Serve as a trusted advisor by providing portfolio insights, strategic guidance, and recommendations that support clients' business objectives.
- Lead portfolio review meetings with clients and internal stakeholders.
- Partner with Sales, Account Management, and Customer Service to strengthen client engagement, retention, and satisfaction.
- Address complex client issues, concerns, and escalations while driving timely and effective resolutions.
- Identify opportunities to deepen client relationships and support business growth initiatives.
- Conduct in-person client meetings, portfolio reviews, operational assessments, and relationship-building visits as appropriate.
- Travel to client locations approximately two to three times per quarter to strengthen partnerships, perform due diligence reviews, and support strategic account management initiatives.
- Represent eCapital professionally during client visits and industry-related meetings.
- Analyze portfolio trends, market conditions, client performance metrics, and operational data to identify emerging risks and opportunities.
- Prepare and present executive-level portfolio reviews and recommendations to senior leadership.
- Utilize reporting and analytical tools, including Power BI, eClipse, Salesforce, and other internal systems, to support decision-making and portfolio management strategies.
- Monitor portfolio concentrations, profitability, exposure levels, and performance trends.
- Provide actionable insights that contribute to portfolio growth, operational efficiency, and risk reduction.
- Ensure portfolio activities comply with company policies, procedures, audit requirements, regulatory standards, and risk management frameworks.
- Review account documentation, reporting, and client information to ensure completeness and accuracy.
- Maintain accurate records of portfolio reviews, client interactions, risk assessments, and action plans.
- Support internal and external audit activities as required.
- Collaborate closely with Credit, Risk, Operations, Collections, Customer Service, Account Management, and Executive Leadership teams.
- Act as a subject matter expert and resource for complex portfolio situations and client-related matters.
- Contribute to process improvement initiatives that enhance portfolio performance, client experience, and operational efficiency.
- Participate in special projects and strategic initiatives as assigned.
Success in this role will be demonstrated through:
- Strong portfolio performance, profitability, and risk-adjusted returns.
- High client retention and satisfaction levels within the Platinum segment.
- Effective identification, escalation, and mitigation of portfolio risks.
- Successful management of complex client situations and escalations.
- Growth and expansion of existing client relationships.
- Quality and effectiveness of portfolio reviews, recommendations, and strategic insights.
- Strong internal partnerships and cross-functional collaboration.
- Consistent compliance with company policies, procedures, and risk management standards.
- Positive contribution to eCapital's Platinum client strategy and overall business objectives.
- Bachelor's degree in Finance, Business Administration, Accounting, Economics, or related field preferred.
- 7+ years of experience in portfolio management, commercial finance, asset-based lending, factoring, commercial banking, credit risk, or related financial services experience.
- Demonstrated experience managing complex, high-value client relationships.
- Strong financial statement analysis, credit assessment, and risk management expertise.
- Exceptional client relationship and consultative communication skills.
- Proven ability to influence decisions and drive outcomes across multiple business functions.
- Strong analytical, problem-solving, and strategic thinking abilities.
- Ability to effectively manage competing priorities within a fast-paced environment.
- Experience presenting recommendations and portfolio updates to executive leadership.
- Proficiency with eClipse, Power BI, Salesforce, Microsoft Office Suite, Teams, and related business systems.
- Willingness and ability to travel approximately two to three times per quarter for client visits and business meetings.
- Salary: 65,000CAD annually
- Annual Bonus
- PTO
- Health, Dental, and Life Benefits
- RRSP Matching
- Abundant professional development opportunities at a growing and thriving alternative Finance company!
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:
- Agility: We adapt quickly to changing market conditions and customer needs.
- Relationships: We put our clients' needs at the center of everything we do, and we believe the best results come from diverse teams working together.
- Accountability: We hold ourselves to the highest standards in all aspects of our work.
- Innovation: We constantly push boundaries to create better solutions for our clients.
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.
AI Statement
eCapital 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.
Work Location: This is a full-time, in-office role based in Orillia, Ontario to start. Please note that our office will be moving to Barrie, Ontario effective January 2027.
Vacancy Type: Addition
Journal
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