Become a Portfolio Analyst at Sagard in Montreal, where you’ll bridge investment strategies with operational excellence. This role encompasses the complete lifecycle of portfolio management. In this crucial position, you’ll utilize your 3-5 years of experience to manage portfolio activities including trade reconciliation, performance validation, and operational reporting.

Interacting closely with investment and operations teams, you'll help enhance workflow efficiency and ensure high-quality data integrity in a thriving multi-strategy asset firm. Key Responsibilities:

- Oversee month-end trade processes and client accounts
- Process private capital market activities accurately
- Carry out position and transaction reconciliations
- Verify fund data and ensure accuracy in reports
- Create performance reports for client communications Requirements:
- 3-5 years in relevant investment operations roles
- Positive grasp of the trade lifecycle dynamics
- Degree in Finance, Accounting, or related field
- Advanced data skills, particularly in Excel, SQL or Python
- Exceptional detail orientation and communication ability Join Sagard to leverage your skills and contribute to our continuous growth and success in investment management.

📌 Portfolio Analyst Role at Sagard (Montreal)
🏢 Sagard Wealth
📍 Montreal