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Sagard

Associate, Portage Capital Solutions

full-time•New York, Toronto

Summary

Location

New York, Toronto

Type

full-time

Experience

2-5 years

Company links

WebsiteLinkedInLinkedIn

About this role

Portage Overview:

Portage is a fintech and financial services-focused global investor that partners with some of the world's most innovative companies. The Portage team has deep entrepreneurial and industry experience and provides founders privileged access to the firm's partners, in-house value creation experts, and broader global ecosystem. Portage currently deploys capital through both its Venture and later-stage Capital Solutions strategies. The firm has offices in Toronto, Montreal, New York, Paris, and London.

Position Overview:

The Portage Capital Solutions team is looking for a new Associate in Toronto or New York. This role focuses on evaluating investment opportunities, executing transactions, and providing steadfast support to our portfolio companies – a criticalcontribution to our later-stage strategy. If you're highly analytical and passionate about fintech and financial services, this opportunity could be a great fit.

Responsibilities:

  • Developing investment theses to identify themes and investable opportunities

  • Owning analyses on new investment opportunities (e.g., financial, market, and company diligence) with relevant oversight

  • Managing due diligence processes, including coordinating with third parties (e.g., advisors and management teams) and drafting committee materials, with relevant oversight

  • Developing a deep understanding of our portfolio companies and how their performance and outlook are evolving over time, supporting our portfolio companies on strategic initiatives 

  • Supporting portfolio and fund analysis, including tracking our pipeline and consolidating KPIs across the portfolio

Experience & Qualifications:

  • Bachelor's degree that includes quantitative analysis (Finance, Engineering, Statistics, Accounting, etc.)

  • 1-3 years of experience in investment banking, venture capital / growth equity / private equity, a high-growth startup or a consulting firm

  • A demonstrated interest in financial services and/or technology

  • Organized with a high attention to detail and able to manage multiple priorities

  • Demonstrates consistent reliability in meeting deadlines and expectations as well as humility by putting the team first and creating a collaborative work environment

  • Self-starter – able to take initiative, prioritize, work independently, and problem-solve

  • Strong written and oral communication skills, ability to synthesize thoughts about companies and markets succinctly, confident in expressing a view while willing to listen to different views

  • Demonstrated analytical excellence

Portage is an equal-opportunity employer which values diversity in the workplace. We are happy to accommodate any individual. If you require accommodation to participate in the hiring process, please contact the People & Culture team to make your needs known in advance.

We welcome all applications and wish to thank all candidates for their interest in applying for this position. However, only individuals selected for interviews will be contacted.

What you'll do

  • The Associate will develop investment theses, manage due diligence processes, and support portfolio companies. This role is critical for evaluating investment opportunities and executing transactions.

About Sagard

Sagard Wealth is a wealth management firm that provides comprehensive wealth management services to ultra-high-net-worth individuals, families and foundations. We are committed to providing clients with personalized service and customized solutions that help them achieve their financial goals. Sagard Wealth is a part of Sagard, a global alternative asset management firm.

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Frequently Asked Questions

What does a Associate, Portage Capital Solutions do at Sagard?

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As a Associate, Portage Capital Solutions at Sagard, you will: the Associate will develop investment theses, manage due diligence processes, and support portfolio companies. This role is critical for evaluating investment opportunities and executing transactions..

Is the Associate, Portage Capital Solutions position at Sagard remote?

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The Associate, Portage Capital Solutions position at Sagard is based in New York, United States and Toronto, Canada. Contact the company through Clera for specific work arrangement details.

How do I apply for the Associate, Portage Capital Solutions position at Sagard?

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You can apply for the Associate, Portage Capital Solutions position at Sagarddirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.
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