Associate, Portfolio & Market Intelligence

Job Description

Overview

Sagard is a multi-strategy alternative asset management firm active in venture capital, private equity, private credit and real estate. Sagard also engages in private wealth management through Sagard Wealth. Founded in 2016 and guided by the core values of entrepreneurship, innovation, collaboration, rigour and authenticity, Sagard has experienced outstanding growth. Today, the firm has more than US$32 billion under management, 190 portfolio companies and 440 professionals. Headquartered in Canada, Sagard currently has offices in Canada, the United States, Europe and the Middle East. More at sagard.com.

About Portage Portage, the venture capital arm of multi-asset class alternative investment platform Sagard Holdings, is an early-stage investor dedicated to backing the next generation of innovative, global financial services companies working to benefit all consumers. With its longer-term commitments combined with its industry intelligence and operational expertise, Portage is the ideal partner for the bold and ambitious. For more information, please visit portageinvest.com.

Position Overview

We are currently looking for a highly analytical individual deeply passionate about fintech to join our team in Toronto as an Associate, Portfolio and Market Intelligence. This person will play a pivotal role in supporting our team to find and support transformative, breakthrough companies in financial services.

Compensation range: CAD$85,000 to CAD$105,000

Responsibilities

• Manage process of collecting, organizing, and analyzing data from our portfolio companies to provide key insights to investment teams and other functions
• Support quarterly investment reporting process - including reporting on key market themes and ensuring portfolio data is up to date
• Prepare market insights on fintech for investment team, including analysis of deal data and key fintech names in public market
• Work with other business functions at Portage (e.g., investor relations, finance, partnerships) on reporting and adhoc requests related to investment data
• Assist Investment Partners in analyzing market, portfolio and thematic data, and writing/designing decks on adhoc thesis topics
• Liaise with our tech and data team on continuously improving our investment-related data infrastructure - and automating processes around metrics.

Experience & Qualifications

• At least 2-3 years of work experience; backgrounds in finance, investing, or consulting or strong experience with financial modelling or data analysis
• A strong passion and / or interest in financial services and technology
• Self-starter – able to take initiative, prioritize, and run on their own with limited guidance
• Comfortable with ambiguity and in an entrepreneurial environment where things change constantly
• Organized with a high attention to detail
• Comfort in structuring quantitative analysis; not quantum physics, but you should love data and numbers (we all do!)
• Team player – happy to do whatever is required to support the team
• Strong written and oral communication skills; ability to synthesize and articulate thoughts about companies and markets concisely

Sagard is an equal opportunity employer, which values diversity in the workplace. We are therefore happy to accommodate any individual. If you require accommodation in order to participate in the hiring process, please contact the People & Culture team to make your needs known in advance. Sagard may use automated tools, including artificial intelligence, to support certain stages of the recruitment and selection process.