Associate, Portfolio & Market Intelligence

Sagard

$85K — $105K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3 years of experience in finance, investing, or consulting, with a focus on financial modelling or data analysis.
  • Strong passion or interest in financial services and technology.
  • Self-starter with the ability to prioritize and work independently.
  • Comfortable navigating ambiguity in a dynamic, entrepreneurial environment.
  • Organized with a keen attention to detail.
  • Ability to structure quantitative analysis and a love for data and numbers.
  • Team-oriented with a willingness to support colleagues.
  • Strong written and oral communication skills, capable of synthesizing and articulating insights.

Responsibilities

  • Manage the collection, organization, and analysis of data from portfolio companies to provide insights.
  • Support the quarterly investment reporting process, including market theme reporting and portfolio data management.
  • Prepare market insights on fintech for the investment team, analyzing deal data and notable public companies.
  • Collaborate with various departments at Portage for investment data reporting and ad-hoc requests.
  • Assist Investment Partners in analyzing market and portfolio data, and in developing presentations on ad-hoc topics.
  • Work with the tech and data team to enhance investment-related data infrastructure and automate metrics processes.

Benefits

  • Equal opportunity employer promoting workplace diversity.
  • Accommodations available for candidates during the hiring process.
  • Opportunity to work in a dynamic and innovative team culture.
Full Job Description
Position Overview:

We are currently looking for a highly analytical individual deeply passionate about fintech to join our team in Toronto as an Associate, Portfolio and Market Intelligence. This person will play a pivotal role in supporting our team to find and support transformative, breakthrough companies in financial services.

Compensation range: CAD$85,000 to CAD$105,000

Responsibilities:
  • Manage process of collecting, organizing, and analyzing data from our portfolio companies to provide key insights to investment teams and other functions
  • Support quarterly investment reporting process - including reporting on key market themes and ensuring portfolio data is up to date
  • Prepare market insights on fintech for investment team, including analysis of deal data and key fintech names in public market
  • Work with other business functions at Portage (e.g., investor relations, finance, partnerships) on reporting and adhoc requests related to investment data
  • Assist Investment Partners in analyzing market, portfolio and thematic data, and writing/designing decks on adhoc thesis topics
  • Liaise with our tech and data team on continuously improving our investment-related data infrastructure - and automating processes around metrics.


Qualifications:
  • At least 2-3 years of work experience; backgrounds in finance, investing, or consulting or strong experience with financial modelling or data analysis
  • A strong passion and / or interest in financial services and technology
  • Self-starter - able to take initiative, prioritize, and run on their own with limited guidance
  • Comfortable with ambiguity and in an entrepreneurial environment where things change constantly
  • Organized with a high attention to detail
  • Comfort in structuring quantitative analysis; not quantum physics, but you should love data and numbers (we all do!)
  • Team player - happy to do whatever is required to support the team
  • Strong written and oral communication skills; ability to synthesize and articulate thoughts about companies and markets concisely

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