Investment Analyst, Sagard Wealth / Analyste en Investissement, Sagard Wealth

Career Opportunities at Sagard; Montreal; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading multi-strategy alternative asset manager, Sagard is seeking an Investment Analyst to enhance its investment management offerings for Canadian families. The role involves conducting thorough investment analyses, manager selection, and preparing insights for strategic decision-making in a dynamic environment.

Qualifications

• 1-3 years of experience in investment research and portfolio management.
• Exceptional communication skills to articulate complex investment concepts.
• Proficiency in both English and French is an asset.

Responsibilities

• Conduct in-depth analysis of investment opportunities across various asset classes.
• Participate in manager selection processes and due diligence.
• Prepare investment memos and performance attribution reports.

Skills

Analytical skills

Communication skills

Attention to detail

Problem-solving

Team player

Technologically savvy

Education

Degree in Finance

Professional designations such as CFA

Job description

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$27B and Sagard’s team of diverse professionals has grown from 50 to more than 400 team members.

Sagard invests across four asset classes : private equity, credit, real estate, and venture capital. 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.

Sagard is a UN PRI signatory and strives to measure and assess the social and economic impact it has on the people and businesses within our network, as well as on our society as a whole.

Sagard Wealth acts as the Chief Investment Office for Canada’s successful entrepreneurs, families, institutions and foundations to achieve their long-term financial goals.

Today we serve our clientele nationally, offering institutional quality investment portfolio curation with a relationship-first mindset. Our work is most meaningful when our clients feel how different it is to partner with us, and we support a path of purposeful wealth stewardship with profound impact across generations. We designed Sagard Wealth to be a different kind of Chief Investment Office (CIO). One that delivers the experience clients were asking for. As a CIO, we offer our clients independent expertise and advice, with access to investment opportunities not typically available to private investors. We aim to provide a superior, long-term, risk-adjusted return for our clients based on their wealth goals. And we fundamentally believe that it all starts with relationships built on trust.

Our team of professionals are all here because they believe in what we do – each with their own story about why our purpose matters to them. We value diversity and inclusion as an organization and are dedicated to growing our team with individuals who have varied perspectives and experiences.

We are seeking an Investment Analyst, Sagard Wealth to join our investment team. Our ideal candidate will help our investment team in building a first-in-class investment management offering for successful families across Canada. In this role, you will work with the investment team on supporting our existing portfolio strategy and be involved in advancing asset class research, manager selection and portfolio construction processes.

Your Responsibilities :

• Conduct in-depth analysis of investment opportunities across various asset classes, including equities, fixed income, and alternative investments.
• Participate in manager selection processes, including screening potential managers, conducting due diligence meetings, and analyzing historical performance data.
• Prepare investment memos and presentations for the investment committee, summarizing key findings and recommendations.
• Monitor existing investments and external managers, preparing regular performance attribution reports and identifying any areas of concern.
• Contribute to the firm's asset allocation strategy by researching macroeconomic trends and their potential impact on different asset classes.
• Assist in preparing client-facing materials to explain investment strategies and performance.
• You contribute to the prototyping and development of analytics and other tools to enhance the team’s ability to implement and scale the use of new and innovative strategies.

Experience & Qualifications :

• You have a degree in Finance, or a related discipline preferred, although work experience and professional designations (such as CFA) may also be considered.

1-3 years of direct work experience in investment research and portfolio management at large institutional-quality asset management firms.

• Strong analytical skills with the ability to evaluate complex investment opportunities and strategies across various asset classes.
• You are technologically savvy and have advanced-level skills in data manipulation and processing including advanced Excel skills.
• Exceptional communication skills, both verbal and written, with the ability to clearly articulate complex investment concepts to both technical and non-technical audiences.
• Proficiency in both English and French (written and verbal) is considered an asset.
• Strong attention to detail and ability to manage multiple projects simultaneously in a fast-paced environment.
• Demonstrated interest in financial markets and a passion for investment research, evidenced by keeping up-to-date with market trends and economic developments.
• You are a self-starter who understands how to balance taking initiative with leveraging the strengths of the team around you.
• You are resourceful, agile, and able to pivot in a different direction smoothly and calmly when circumstances change unexpectedly.
• You have a personality type that is positive, enthusiastic, self-motivated, and confident. You have an endless supply of energy and are a team player with strong problem-solving skills.You exemplify our values of being resilient, transparent, authentic, and connected.
• You are steadfast in your integrity and have exceptional attention to detail, you are highly organized with the ability to translate and execute tasks in an efficient and effective manner and maintain strict confidentiality in all manners of your role.

Join Sagard and become part of a collaborative, entrepreneurial culture that values diversity, innovation, and excellence.

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