Associate, Office of the CEO in Montréal

Sagard is a multi-strategy alternative asset management firm active in venture capital, private equity, private credit and real estate. 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. Headquartered in Canada, Sagard currently has offices in Canada, the United States, Europe and the Middle East.

Position Overview: Sagard is building an AI-first alternative asset manager by redesigning how the firm invests, raises capital, and operates from first principles. This role sits at the centre of that effort, working directly with the Chief of Staff to the Managing Partner, Head of Technology & AI at Sagard, supporting a mandate that spans AI transformation, cross-functional initiatives, and the operating infrastructure of a global asset manager.

Responsibilities:

• Playing a central role in AI and technology transformation initiatives across the organization, working with teams to identify opportunities and help embed AI change into how people work.
• Supporting the design and execution of strategic technology initiatives across business teams, from scoping to delivery, to support the firm's broader operating transformation.
• Helping manage financial planning and forecasting processes, including budget tracking and forecasting across the technology and AI functions.
• Working with business teams to identify workflow redesign opportunities: mapping existing processes, identifying where AI can replace or augment manual work, and helping implement changes.
• Preparing materials for senior leadership: executive briefings, executive committee decks, and strategic analyses.
• Tracking adoption, business value, and outcomes from AI and technology initiatives across the firm.
• Helping establish the processes, intake mechanisms, and operating rhythms that allow business teams to run with greater discipline and less firefighting.
• Taking on research and analysis to inform decisions across the technology and AI agenda.

Qualifications:

• 2-4 years of experience in management consulting with a focus on AI, corporate strategy, or a similar role at a technology-first organization.
• Genuine enthusiasm for AI and a hands-on approach to using it.
• Active use of AI tools (Claude, ChatGPT, n8n, or similar).
• Finance and data fluency: comfortable with numbers and quantitative analysis.
• Excellent written and verbal communication skills: able to distill complex information for senior leaders.
• An interest in building processes from scratch.
• High attention to detail and comfort managing multiple workstreams with competing priorities.
• Discretion and sound judgment when working with confidential information and senior stakeholders.
• Self-starter mindset: identifies problems early, proposes solutions, and takes initiative.
• Strong proficiency in Google Workspace (Sheets, Docs, Slides, etc.) or Microsoft365.

Nice to have:

• Exposure to financial services, venture capital, asset management, or technology organizations.
• Bilingual with proficiency in French.