Join Sagard as a Portfolio Analyst in Montreal, where you’ll manage the full portfolio lifecycle from deal execution to analytics. Leverage your investment operations expertise to support our ambitious growth. As a Portfolio Analyst, you’ll connect the investment and operations teams by overseeing the entire portfolio lifecycle.

This role requires 3-5 years of experience in investment operations, with responsibilities including capital activity tracking, reconciliation, and performance reporting. You’ll collaborate closely with investment professionals and drive improvements across operational processes. Key Responsibilities:

- Prepare month-end trade blotters for client accounts
- Process capital activity and ensure deadline compliance




- Perform reconciliations between internal and external parties
- Verify pricing and NAVs, maintaining data integrity
- Produce performance reporting packages for clients Requirements:
- 3-5 years in investment operations or fund administration
- Knowledge of the trade lifecycle and performance measurement
- Degree in Finance, Accounting, or related field
- Advanced Excel skills with familiarity in SQL and Python
- Attention to detail and robust communication skills Elevate your career with Sagard by harnessing your analytical skills and operational insights.

📌 Portfolio Analyst at Sagard Montreal
🏢 Sagard Wealth
📍 Montreal