Analyst, Investor Relations / Analyste des relations avec les investisseurs Montréal, Quebec, C[...]

Sagard Holdings Inc.; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading alternative asset management firm is seeking an Investor Relations Analyst in Toronto or Montreal. This role involves supporting client relationships, preparing vital materials for fundraising efforts, and managing critical data. The ideal candidate has 2-3 years of experience in investor relations or financial services, strong financial acumen, and is proficient in Google Suite and Microsoft Office.

Qualifications

• 2-3 years of professional experience in investor relations or financial services.
• Advanced knowledge of financial metrics and ability to analyze complex information.
• Strong attention to detail and accuracy in work output.

Responsibilities

• Coordinate investment and operational due diligence requests.
• Ensure timely delivery of performance data to reporting databases.
• Maintain and optimize technology systems used by the Investor Relations team.
• Conduct detailed market and investor research.

Skills

Investor relations experience

Financial analysis

Market research

CRM systems management

Communication skills

Education

Undergraduate degree in business administration, commerce, finance

Tools

Google Suite

Microsoft Office

Preqin

Pitchbook

DealCloud

Job description

Sagard overview :

Sagard is a multi-strategy alternative asset manager with professionals located in North America, Europe and the Middle East. Sagard invests across four asset classes : Venture & Growth, Private Equity, Private Credit, Royalties, and Real Estate, and since 2016, has grown exponentially from US$500M to over US$27B AUM, and over 400 team members.

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.

We are seeking a motivated and detail-oriented Investor Relations Analyst in Toronto or Montreal. The Analyst will play an integral role within the Investor Relations team by supporting client relationships, preparing materials, and managing data critical to our fundraising efforts.

Your Responsibilities :

• Investment & Operational Due Diligence : Coordinate investment and operational due diligence requests from investors and consultants and produce due diligence materials such as presentations, DDQs, RFPs, and other data requests.
• Data Management & Reporting : Partner with internal teams to ensure accurate and timely delivery of performance data to reporting databases and deliverables to investors.
• Technology & CRM Management : Maintain and optimize various technology systems and tools used by the Investor Relations team including CRM systems (e.g. DealCloud), diligence response repositories (e.g. DiligenceVault), investor portals, and virtual data rooms.
• Investor Market Research & Analysis : Conduct detailed market and investor research using tools such as Preqin, With Intelligence, and Pitchbook to support fundraising and distribution efforts.
• Investor Material Preparation : Prepare and coordinate documents for internal and external stakeholders, including quarterly reports, LPAC and ad-hoc investor materials, and marketing presentations, in collaboration with investment, finance, and legal teams.
• Private Wealth Support : Collaborate with our Private Wealth team to ensure seamless operational support for accredited investor channels, including tracking fund flows, preparing monthly reports, and liaising with fund administrators and external counsel to maintain timely and compliant documentation.
• Fundraising Support : Assist Capital Formation and Private Wealth teams in prospect tracking, client outreach, and other business development initiatives, as well as ad-hoc projects to drive fundraising goals.

Experience & Qualifications :

Undergraduate degree, preferably in business administration, commerce, finance, or a related field

2-3 years of professional experience in investor relations, financial services, consulting or marketing

Advanced knowledge of Google Suite and Microsoft Office

Strong financial and business acumen, including a firm grasp of financial metrics and the ability to analyze and present complex financial and operational information

Comfortable working in a fast-paced environment and capable of multi-tasking with strong attention to detail and accuracy in work output

Excellent organizational and communication (written, verbal, presentation) skills

Proactive, collaborative, and strategic with strong technical and interpersonal skills combined with the ability to work closely with various teams across the company

Self-motivated; able to work independently and collaborate within a team.

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