Sagard 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$45 billion under management, 190 portfolio companies and 540 professionals.

Sagard is well positioned to continue to grow substantially, organically and inorganically, pursuing its vision of becoming one of the best-performing investment management firms. Headquartered in Canada, Sagard currently has offices in Canada, the United States, Europe and the Middle East.

More at https://www.sagard.com

Portage Overview

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 https://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.

Total compensation range: CA$90,000 to CA$120,000

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 proactively identifying trends and insights across portfolio and market data, 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 identify opportunities to automate and enhance workflows using AI and data tools

Qualifications

- At least 2-3 years of work experience; backgrounds in finance, investing, or consulting, with strong financial modelling and data analysis skills and a solid understanding of financial statements, operating KPIs, and valuation metrics
- A strong passion and / or interest in financial services and technology
- Experience with AI tools such as ChatGPT, Claude, and n8n
- Robust written and oral communication skills; ability to synthesize and articulate thoughts about companies and markets concisely
- 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
- Able to work in a hybrid environment from our downtown Toronto office

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.

📌 Associate, Portfolio & Market Intelligence (Toronto)
🏢 Portage
📍 Toronto