Investment Analyst, Sagard Wealth / Analyste en Investissement, Sagard Wealth Montréal, Quebec,[...]

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

Job summary

A leading investment firm in Toronto is seeking an Investment Analyst to support investment strategies for successful families across Canada. The role involves performing detailed analysis on investment opportunities, contributing to asset allocation research, and preparing client-facing materials. The ideal candidate has a finance degree, 1-3 years of relevant experience, and strong analytical skills.

Qualifications

• 1-3 years of experience in investment research and portfolio management.
• Work experience and CFA designation may also be considered.
• Proficiency in English and French is an asset.

Responsibilities

• Conduct in-depth analysis of investment opportunities.
• Prepare investment memos and presentations for the investment committee.
• Monitor existing investments and prepare performance reports.

Skills

Analytical skills

Advanced Excel

Verbal communication

Written communication

Attention to detail

Education

Degree in Finance or related discipline

Job description

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, with assets under management expanding from US$500M to over US$27B. Sagard’s team has grown from 50 to more than 400 professionals.

Sagard invests across four asset classes: private equity, credit, real estate, and venture capital. It was founded by Power Corporation of Canada to complement its global investment holdings and is a key strategic priority aimed at long-term growth.

With an entrepreneurial spirit, Sagard aims to generate attractive returns by matching investment opportunities with flexible capital solutions and pairing entrepreneurs with teams that have deep industry knowledge. It develops long-term partnerships and empowers growth through a global network of portfolio companies, limited partners, advisors, and other relationships.

Sagard is a UN PRI signatory and strives to measure and assess its social and economic impact on society and its network.

Sagard Wealth acts as the Chief Investment Office for successful Canadian entrepreneurs, families, institutions, and foundations, helping them achieve their long-term financial goals.

Our team values diversity and inclusion, seeking individuals with varied perspectives and experiences.

We are seeking an Investment Analyst, Sagard Wealth to support our investment team in building a top-tier investment management offering for successful families across Canada. The role involves supporting portfolio strategies, advancing asset class research, manager selection, and portfolio construction processes.

Your Responsibilities :

• Conduct in-depth analysis of investment opportunities across asset classes, including equities, fixed income, and alternatives.
• Participate in manager selection processes, including screening, due diligence meetings, and performance analysis.
• Prepare investment memos and presentations for the investment committee.
• Monitor existing investments and external managers, preparing performance reports and identifying concerns.
• Contribute to asset allocation strategy by researching macroeconomic trends.
• Assist in preparing client-facing materials explaining strategies and performance.
• Contribute to developing analytics and tools to enhance strategic implementation.

Experience & Qualifications :

• Degree in Finance or related discipline preferred; work experience and CFA designation may also be considered.
• 1-3 years of experience in investment research and portfolio management at large institutional firms.
• Strong analytical skills to evaluate complex investment opportunities.
• Advanced Excel and data manipulation skills.
• Excellent verbal and written communication skills.
• Proficiency in English and French is an asset.
• Attention to detail, ability to manage multiple projects, and a passion for markets are essential.
• Self-starter, resourceful, adaptable, and positive personality.
• Aligned with Sagard’s values of resilience, transparency, authenticity, and connection.

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