Elevate your career with Sagard as a Portfolio Analyst in Montreal. Manage investment operations, from trade execution to comprehensive performance reporting, in a dynamic environment.

This Portfolio

Analyst position demands solid investment operations knowledge, leveraging your 3-5 years of relevant experience in a multi-strategy asset management setting. You will enhance operational workflows, track capital activity, and ensure seamless reconciliation of portfolio data while supporting the investment team with analytics and reporting. Key Responsibilities:

- Maintain monthly trade blotters across all accounts
- Track and process capital activity efficiently
- Conduct reconciliations and resolve discrepancies
- Validate fund pricing and performance calculations
- Produce detailed client-facing performance reports Requirements:
- 3-5 years in investment operations or administration
- Comprehensive understanding of the trade lifecycle
- Bachelor’s degree in Finance, Accounting, or similar
- Proficient in Excel; SQL and Python knowledge preferred
- Strong attention to detail and organizational skills Capitalize on your investment operations expertise within Sagard’s collaborative and innovative environment.

📌 Investment Operations Portfolio Analyst (Montreal)
🏢 Sagard Wealth
📍 Montreal