Senior Associate, Investor Relations

Sagard overview: 

Sagard Holdings (“Sagard”) is a multi-strategy alternative asset manager with professionals located in Canada (Montreal, Toronto), the US, Europe and Asia. Since 2016, Sagard has grown exponentially. Assets under management have expanded from US$500M to more than US$25B and Sagard’s team of diverse professionals has grown from 50 to more than 300 team members in just five years.

Sagard invests across three asset classes: equity, credit, and real estate. Sagard was founded by Power Corporation of Canada as a complement to its global investment holdings and serves as one of its key strategic priorities with strong, long-term growth objectives.

Sagard’s entrepreneurial DNA is palpable across our entire team and is a platform built by entrepreneurs, for entrepreneurs. Sagard looks to generate attractive returns by matching investment opportunities with flexible capital solutions and pairing entrepreneurs with teams that have deep industry knowledge. Sagard develops long-term partnerships and empowers the growth of its investments through a unique global network of portfolio companies, limited partners, advisors, and other valued relationships. 

More at https://www.sagard.com/.

Position overview:

We are looking for an outstanding individual to join our fast-paced and rapidly growing Investor Relations team as a Senior Associate in Montreal.  The Senior Associate will assist with fundraising and investor relations initiatives for various strategies on the platform. 

Your Responsibilities:

• Collaborate with the senior leadership team and assist in managing the fundraising process 
• Produce due diligence materials, including presentations, DDQs, RFPs, and other related fund documents 
• Coordinate and participate in existing and prospective investor meetings alongside investment professionals, including Investment and Operational Due Diligence sessions
• Work closely with Legal, Compliance, and investors to complete fund closings 
• Be the primary point of contact for existing investor inquiries 
• Help coordinate multiple LP events, including Limited Partner Advisory Committees and Annual General meetings

Experience & Qualifications:

• Bachelor's degree in Finance, Business, Marketing, Accounting or a related field
• Minimum of 5+ years of experience in one or more of the following roles: investor relations, client services, financial services, consulting, or marketing.  Experience working with private funds, knowledge of venture capital and private equity preferred 
• Excellent written communication skills, experience authoring quarterly letters, newsletters, and LP communications preferred 
• Strong financial and business intuition, including a firm grasp of financial metrics, with the ability to summarize complex financial and operational information and present it in a simplified manner.
• Comfortable working in a fast-paced environment and capable of multitasking with strong attention to detail
• Proactive, collaborative, and strategic with strong technical and interpersonal skills combined with the desire to work closely with various teams across the company
• Advanced knowledge of Google Suite and Microsoft Office

Our ideal candidate:

• Strategic and hands-on - Strategic demeanor coupled with the willingness and interest to work across business lines of the organization both to plan and complete projects
• Rigorous - Strong analytical and problem-solving skills; organized and exceptional attention to detail; a high degree of accuracy in a fast-paced, results-oriented workplace; hard-working and willing to work nights and weekends when required
• Proactive and innovative - Thrives in an unstructured working environment; curious and eager to learn about a wide variety of topics; suggests new ideas and new ways of working
• Collaborative - Inclusive operating style coupled with a hands-on, results-oriented attitude
• Fully bilingual in English and French 

Sagard is an equal opportunity employer, which values diversity in the workplace. We are therefore happy to accommodate any individual. If you require accommodation to participate in the hiring process, please contact the People & Culture team to make your needs known in advance.

We welcome all applications and wish to thank all candidates for their interest in applying for this position. However, only individuals selected for interviews will be contacted.