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 accountsProcess private capital market activities accuratelyCarry out position and transaction reconciliationsVerify fund data and ensure accuracy in reportsCreate performance reports for client communicationsRequirements:3-5 years in relevant investment operations rolesGood grasp of the trade lifecycle dynamicsDegree in Finance, Accounting, or related fieldAdvanced data skills, particularly in Excel, SQL or PythonExceptional detail orientation and communication abilityJoin 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