Junior Portfolio Investment Analyst, Sagard Credit

Career Opportunities at Sagard; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services company in Toronto is seeking a Junior Portfolio Investment Analyst to support portfolio management and trading activities. This role involves analyzing the U.S. loan market, maintaining liquidity models, and collaborating with senior analysts. Candidates should have 2-4 years' experience and a Bachelor's degree in Finance or related fields. Strong Excel skills and communication ability are required.

Qualifications

• 2-4 years of relevant professional experience in capital markets or investment management.
• Exposure to fixed income and credit markets preferred.
• Experience with financial modeling and analytics.

Responsibilities

• Assist in day-to-day portfolio monitoring and trade execution.
• Maintain models for liquidity and performance attribution.
• Prepare reports for internal stakeholders on portfolio performance.

Skills

Financial modeling

Portfolio analytics

Analytical skills

Verbal communication

Problem-solving

Education

Bachelor’s degree in Finance, Economics, Accounting, Business

Tools

Excel

Job description

Sagard Overview

Sagard Holdings ("Sagard") is a multi-strategy alternative asset manager with professionals located in North America, Europe, and the Middle East. Since 2016, Sagard has grown exponentially. Assets under management have expanded from US$500M to over US$28B, and Sagard's team of diverse professionals has grown from 50 to over 400 team members.

Sagard invests across four asset classes: Venture Capital, Private Equity, Private Credit, and Real Estate. Sagard Holdings 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.

The Junior Portfolio Investment Analyst will play a critical role in supporting the growth of Sagard Credit's private wealth and retail fund strategies, with a primary focus on the U.S. broadly syndicated loan market. This position provides an opportunity to gain hands-on experience in portfolio management, trading, and investment analysis within a dynamic and collaborative environment. The analyst will contribute to portfolio construction, liquidity and capital management, performance monitoring, and reporting initiatives, while working closely with senior team members and cross-functional groups across the organization.

Your Responsibilities

• Assist in day-to-day portfolio monitoring, trade execution support, and position management in the broadly syndicated loan market
• Maintain and enhance models for liquidity, capital inflows/outflows, performance attribution, and stress testing
• Prepare regular reports and presentations for internal stakeholders, senior leadership, and clients on portfolio performance, risk exposures, and market insights
• Conduct ongoing research on credit markets, sector trends, and investment opportunities to support investment decision-making
• Work closely with the Senior Portfolio Investment Analyst and collaborate with colleagues across credit, operations, risk, finance, and distribution teams
• Identify and implement efficiencies in portfolio analytics, reporting, and data management processes

Experience Requirements

• 2-4 years of relevant professional experience in capital markets, investment management, or a related financial services field
• Direct exposure to fixed income, credit markets, or syndicated loans is highly preferred
• Demonstrated experience with financial modeling, portfolio analytics, and performance measurement
• Previous involvement with private wealth or retail investment fund structures is an asset
• Experience working in a collaborative, team-based environment with cross-functional stakeholders

Qualification Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
• Strong proficiency in Excel and financial modeling; familiarity with financial data platforms is an asset
• Progress toward or completion of CIM, CFA, or equivalent designation is preferred
• Excellent written and verbal communication skills, with the ability to present complex financial information clearly and concisely
• Strong analytical, problem-solving, and organizational skills

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.

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.