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

Skills

Key technologies and capabilities for this role

Portfolio ManagementInvestment AnalysisTradingFinancial ReportingBroadly Syndicated LoansCapital Management

Questions & Answers

Common questions about this position

What experience is required for the Junior Portfolio Investment Analyst role?

Candidates need 2-4 years of relevant professional experience in capital markets, investment management, or a related financial services field, with direct exposure to fixed income, credit markets, or syndicated loans highly preferred, plus demonstrated experience with financial modeling, portfolio analytics, and performance measurement.

What are the main responsibilities of this position?

Responsibilities include assisting in portfolio monitoring, trade execution support, and position management in the broadly syndicated loan market; maintaining models for liquidity, performance, and stress testing; preparing reports and presentations; conducting market research; collaborating with teams; and implementing efficiencies in analytics and reporting.

What is the salary or compensation for this role?

This information is not specified in the job description.

Is this position remote or does it require office work?

This information is not specified in the job description.

What kind of work environment can I expect at Sagard?

The role is in a dynamic and collaborative environment, working closely with the Senior Portfolio Investment Analyst and cross-functional teams across credit, operations, risk, finance, and distribution, within Sagard's entrepreneurial culture.

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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