L'associé(e), Gestion de capital/Associate, Capital Management in Montréal

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.

The Associate, Capital Management supports Sagard’s capital markets and strategic growth agenda, working closely with senior leadership to advance the firm’s equity story, capital-raising initiatives and M&A activity. The role sits at the intersection of corporate finance, capital markets and investor relations, providing support on banking relationships, shareholder engagement and strategic transactions across the platform. It offers broad exposure to Sagard’s growth trajectory and a direct line of sight into how the platform funds and executes its strategic priorities.

Responsibilities:

• Support the execution of capital markets initiatives, including equity raises, debt financings and other strategic transactions.
• Provide analytical and transaction support for M&A activity across the platform, including valuation and deal structuring.
• Contribute to the development and articulation of Sagard’s Equity Story, positioning the firm’s growth trajectory for shareholders, prospective investors and other capital markets stakeholders.
• Undertake industry, peer and precedent transaction benchmarking to inform capital markets strategy and positioning.
• Assist in managing relationships with banking partners, rating agencies and other capital markets counterparties.
• Leverage AI and automation tools to accelerate financial modelling, reporting and benchmarking workflows, and to improve the speed and quality of analysis delivered to stakeholders.
• Complete special projects and add tangible value to the Sagard platform.

Qualifications:

• Bachelor’s degree in finance, accounting, economics or a related field; CPA, CFA or MBA an asset.
• 3 to 5 years of experience in capital markets, corporate finance, investment banking, transaction advisory or a comparable role.
• Advanced financial modelling and Excel skills, including building and maintaining multi-year valuation models.
• Familiarity with AI tools applied to financial analysis, reporting or process automation.
• Strong PowerPoint skills, with the ability to translate analysis into clear materials for a senior audience.
• Ability to manage multiple priorities in a fast-paced environment and collaborate across functions and geographies.

For all positions in Québec, proficiency in French and English, both spoken and written, is mandatory. English is required due to regular interaction with colleagues and external partners outside Québec.

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.