Client & Operations Advisor, Social Enterprise Fund

The Organization 

ECF is committed to building a vibrant city and enriching the lives of all Edmontonians. We do this by providing over $35 million in grants and student awards each year, thanks to the generous support of thousands of donors. As the largest non-governmental funder of the charitable sector in our City, ECF is in a unique position to address long-term, complex community needs by working with donors, charities, volunteers, government and community partners.

Our Social Enterprise Fund (SEF) is ECF’s primary social impact investing vehicle. SEF invests patient capital in organizations and initiatives that deliver meaningful social benefit. Our clients include non-profits, social enterprises, co-operatives, and for-profit businesses working in areas such as affordable housing, social challenges, food security, environment, and culture.

The Opportunity

The Client Management & Operations Advisor plays a key role in supporting the day-to-day operational management of SEF’s financing activities and overall investment portfolio, and client relationships. Reporting to the Executive Director, Social Enterprise Fund, this role ensures that SEF’s portfolio processes, systems, and information function smoothly and reliably enabling the team to focus on supporting organizations delivering meaningful community impact.

With a strong balance of detail-oriented execution and collaborative problem-solving, the Advisor stewards the core processes that underpin SEF’s portfolio of loans, equity-style investments, and guarantees. The role contributes to due diligence, documentation, monitoring, and client interactions while maintaining high-quality data, systems, and reporting that inform portfolio oversight, risk-related decision-making and client support.

Key Roles & Responsibilities:

Portfolio Operations & Client Support

• Support day-to-day operational processes across the full lifecycle of SEF’s financing: intake, assessment, structuring, documentation, disbursement, monitoring, renewals, and repayment or exit.
• Act as a key point person in the application and interpretation of portfolio processes, polices and procedures, ensuring files move smoothly through intake, approval, and servicing.
• Identify and track key requirements and milestones for each client including conditions, security registrations and reporting requirements.
• Collaborate with the Impact Investment Coordinator to ensure seamless, well-documented handoff from business development to underwriting and monitoring.
• Participate client meetings and site visits as needed, particularly for operational, risk, or structuring considerations.

Due Diligence & Investment Analysis

• Support the due diligence process by assisting in reviewing materials for prospective financing opportunities and renewal requests.
• Help translate due diligence findings into clear, structured input for decision-making (e.g. notes on strengths/risks, conditions, and follow-up questions).
• Assist in preparing and refining internal memos and materials for SEF’s investment committees or other approval bodies.

Performance Monitoring & Risk Support

• Monitor client payment performance, contract compliance, and other indicators of portfolio health using internal systems and borrower reporting.
• Identify and flag emerging issues or early warning signs (e.g. cash flow concerns, delayed projects, covenant breaches).
• Assist in developing and documenting action plans to address emerging portfolio risks (e.g. revised terms, additional security, repayment plans, or other measures.
• Maintain clear, well-organized records of client interactions, decisions, and agreements.

Data Management, Systems & Reporting

•  Ensure the integrity, accuracy and maintenance of client information systems, portfolio databases and other key data assets (e.g. balances, terms, security, contact information, key milestones, covenants).
• Assist in preparing regular internal portfolio reports (e.g. arrears, concentrations, maturities, sector exposure, pipeline summaries) for SEF and ECF leadership.
• Support tracking of impact metrics and outcomes from SEF’s portfolio, in collaboration with other SEF and ECF staff.

Team & Stakeholder Engagement

• Represent SEF and ECF professionally with borrowers, partners, and community stakeholders.
• Contribute to a positive, collaborative team culture by sharing knowledge, supporting colleagues, and promoting effective processes.
• Support related tasks in a small-team environment, including event support, presentations, or committee work as needed.

The Ideal Candidate

As the ideal candidate, you will possess the following qualifications:

• A post-secondary degree in Finance, Accounting, Economics, Business, Public Administration, or a related field.
• A minimum five years of directly related work experience (e.g. commercial or small business banking, credit administration, or branch operations; community lending or non-profit financing; investment portfolio or lending operations management; investment administration/management/performance reporting). Equivalent combinations of related post-secondary education and directly related work experience will be considered. Candidates who do not meet the minimum work experience requirements may be considered at a lower classification and/or salary level.
• Professional certification (e.g. CFA, CIM, CAIA, CBV, etc.) or progress toward certification is an asset.
• You bring a proactive, detail-oriented approach, combining strong analytical skills with business acumen and financial/investment literacy.

Additional requirements include:

• Solid financial and business acumen, including the ability to interpret financial statements and understand basic financing structures.
• Knowledge and experience working with loan workouts, restructurings, or managing challenging or default accounts.
• Understanding of legal, agreement and security documentation (e.g. loan agreements, guarantees, registrations, corporate records).
• Strong organizational and operational skills, with the ability to manage multiple files, timelines, and competing priorities with attention to detail.
• Demonstrated analytical skills and problem-solving ability, including the ability to appropriately assess risk, identify emerging issues and problem-solve even when information is difficult to obtain, complex or ambiguous.
• Strong relationship-building skills and the ability to work respectfully with people from diverse sectors, cultures, and organizational types.
• Comfortable engaging in clear, constructive conversations with borrowers about performance, requirements, and next steps, while preserving positive relationships.
• Clear skill and proficiency with desktop, cloud-based and database applications (e.g. MS 365); experience with CRM, portfolio management, or related systems is an asset.
• Strong quantitative and qualitative analysis skills, with a proven ability to synthesize complex data into actionable insights.
• Excellent verbal and written communication skills, with the ability to explain complex business and financial information clearly to stakeholders with varying levels of knowledge.
• Commitment to SEF’s purpose, values, and operating principles, including community benefit, accountability, and collaboration.
• Experience in a non-profits, social enterprises, co-operatives, community economic development, or impact-oriented organizations is an asset.

What we Offer

We value diversity, equity, and inclusion and welcome candidates of all backgrounds to apply. We also offer a competitive salary and benefits package, professional development opportunities and a supportive work environment including:

• Salary Range: $76,500- $90,000/year
• A 35-hour standard work week.
• Downtown work location with free parking available.
• Extended Health, Dental and Short/Long Term Disability Benefits, Life Insurance and a Health Spending Account.
• A 9% contribution to our group RRSP.
• A hybrid work environment where employees collaborate on site a minimum of 3 days per week with the flexibility to work remotely up to 2 days per week.
• Vacation starts at three weeks per year.
• 12 combined personal and sick days.

How to Apply

Please submit your application – including both a resume and cover letter – in PDF format to jobs@ecf.ca.

This position will remain open until a suitable candidate is found, review of applications will begin January 23, 2026. Apply now to get the jump on a new career!

ECF is committed to building a team that reflects the diversity of our community and creating an environment where everyone feels valued, respected, and supported to thrive. We encourage applications from individuals of all backgrounds, including Indigenous peoples, racialized persons, persons with disabilities, women, and members of the 2SLGBTQIA+ community.