Junior Portfolio Investment Analyst, Sagard Credit at Sagard

Toronto, Ontario, Canada

Sagard Logo
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset ManagementIndustries

Requirements

Candidates should possess a Bachelor's degree in Finance, Economics, Accounting, or a related field, along with 2-4 years of relevant professional experience in capital markets, investment management, or financial services. Strong proficiency in Excel and financial modeling is required, and direct exposure to credit markets or syndicated loans is highly preferred. Progress toward or completion of CIM, CFA, or equivalent designation is preferred, as are excellent analytical, communication, problem-solving, and organizational skills.

Responsibilities

The Junior Portfolio Investment Analyst will monitor portfolios, support trade execution, and manage positions in the broadly syndicated loan market. Responsibilities include maintaining and enhancing models for liquidity, capital flows, performance, and stress testing. The analyst will also prepare reports for stakeholders, conduct credit market research, and collaborate with various internal teams to identify and implement process efficiencies.

Skills

Portfolio Management
Investment Analysis
Trading
Financial Reporting
Broadly Syndicated Loans
Capital Management

Sagard

Investment fund for midsized company development

About Sagard

Sagard provides equity capital to help midsized companies grow and develop. The fund focuses on investing in companies that are led by ambitious management teams, offering financial support to facilitate their expansion. Sagard operates by managing nearly €2.5 billion in funds and has a team of 10 professionals based in Paris. Since its inception in 2003, the firm has successfully completed 34 investment deals primarily in the industrial and service sectors across France, Belgium, and Switzerland. What sets Sagard apart from its competitors is its strong backing from the Desmarais family and other established industrial families, which provides a unique network and resources for the companies it invests in. The main goal of Sagard is to foster the growth of promising midsized companies, helping them achieve their full potential.

Paris, FranceHeadquarters
2005Year Founded
$148.4MTotal Funding
CORPORATE_ROUNDCompany Stage
Venture Capital, Financial ServicesIndustries
11-50Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Flexible Time Off
Paid Caregiver Leave Benefits
Commuter Benefits
College Tuition and Continuing Education Reimbursement
Mentorship and Leadership Development Opportunities
Paid Social and Engagement Events Throughout the Year

Risks

Increased competition in real estate may drive up prices and limit opportunities.
Expansion into MENA exposes Sagard to geopolitical and regulatory challenges.
Reliance on debt financing could increase financial risk if market conditions change.

Differentiation

Sagard uses a unique ecosystem approach combining capital, culture, and network.
Sagard has a strong presence in France, Belgium, and Switzerland with 34 deals completed.
Sagard's strategic focus includes AI-driven investments and supply chain management solutions.

Upsides

Sagard's expansion into the MENA region opens new investment opportunities in emerging markets.
The acquisition of industrial properties supports growth in e-commerce infrastructure demand.
Partnerships like the one with Värde Partners enhance Sagard's financial growth potential.

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