Associate, Portage

Sagard

$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a quantitative field (e.g., Engineering, Business)
  • 2+ years in venture capital / growth equity or relevant startup experience combined with investment banking/consulting
  • Strong passion or interest in fintech and financial services
  • Highly organized with attention to detail and ability to manage multiple tasks
  • Team-oriented and humble, thriving in a collaborative environment
  • Self-starter capable of independent initiative and prioritization
  • Excellent written and oral communication skills
  • Comfortable with ambiguity in a dynamic entrepreneurial setting
  • Demonstrated analytical excellence
  • Strong empathy for founders and their challenges

Responsibilities

  • Develop investment theses to identify key themes and opportunities
  • Source and build relationships with fintech companies
  • Conduct thorough due diligence on investment prospects
  • Collaborate with portfolio companies on strategic initiatives and board topics
  • Support fund analysis and portfolio reporting, tracking key performance indicators across investments

Benefits

  • Collaborative team environment focusing on collective success
  • Opportunities to engage with innovative fintech companies
  • Professional growth in a dynamic ecosystem
  • Exposure to strategic decision-making processes within the portfolio
  • Chance to contribute to shaping emerging financial technologies
Full Job Description
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

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