Associate, Portage

Position Overview

We are currently looking for an individual who is highly analytical and deeply passionate about fintech to join our team in Toronto as an Associate. This pivotal role helps find and support breakthrough global fintech and financial services companies.

Responsibilities

• Proactively develop theses to identify themes and investable opportunities
• Actively source investment opportunities and engage in relationship building with companies in the fintech ecosystem
• Conduct due diligence on potential investments including financial, market and company analysis
• Work closely with our portfolio companies in the fintech to support them on strategic initiatives and on relevant board topics
• Support portfolio reporting and fund analysis including tracking our pipeline, consolidating KPIs across the portfolio; develop an understanding of portfolio company metrics over time

Qualifications

• Bachelor’s degree (preferably with quantitative orientation) Engineering, Business, etc.
• 2+ years of experience in venture capital / growth equity, OR experience at a high growth start up combined with investment banking and consulting
• A strong passion and / or interest in financial services and technology
• Organized with a high attention to detail and able to manage multiple priorities
• Humble - puts the team first and thrives in a collaborative work environment
• Self-starter – able to take initiative, prioritize and work independently
• Strong written and oral communication skills - ability to synthesize thoughts on companies and markets succinctly, confident in expressing a view while willing to listen to others
• Comfortable with ambiguity in an entrepreneurial environment where things change constantly
• Demonstrated analytical excellence
• Strong empathy for our founders

Sagard

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. Sagard may use automated tools, including artificial intelligence, to support certain stages of the recruitment and selection process.