Analyst – Credit

Sagard Overview

Sagard is a multi-strategy alternative asset management firm active in venture capital, private equity, private credit and real estate. Sagard also engages in private wealth management through Sagard Wealth. 

Founded in 2016 and guided by the core values of entrepreneurship, innovation, collaboration, rigour and authenticity, Sagard has experienced outstanding growth. Today, the firm has more than US$45 billion under management, 190 portfolio companies and 540 professionals.

Sagard is well positioned to continue to grow substantially, organically and inorganically, pursuing its vision of becoming one of the best-performing investment management firms. Headquartered in Canada, Sagard currently has offices in Canada, the United States, Europe and the Middle East.

More at https://www.sagard.com

Position Overview

We are looking for an Analyst to join the Sagard Credit team based in Toronto. The right candidate would join a collaborative team and have an opportunity to work on a range of public, direct, and private opportunistic lending. In this role, you will help the team with all aspects of sourcing, diligence, execution, and monitoring of a credit investment portfolio. The position has a significant amount of responsibility, opportunities to learn and influence over the investment process.We are searching for a dynamic Analyst to join Sagard Credit's exceptional team in Toronto! As a key player in our collaborative team, the right candidate will dive into an exciting mix of public, direct, and private opportunistic lending. In this role, you'll be at the forefront, contributing to every facet of the credit investment journey—from sourcing and diligence to execution and portfolio monitoring. This position comes with substantial responsibility, abundant learning opportunities, and the chance to wield influence over the investment process

Your Responsibilities

• Analyze potential investment opportunities across a variety of industries
• Conduct detailed research and due diligence
• Help build sophisticated financial models to assist in the investment process
• Assist senior team members in negotiating and structuring documentation
• Assist in portfolio monitoring and management

Experience and Qualifications

• A bachelor’s degree in Commerce, Business Administration, Finance, or other related fields
• [1-2] years of experience in financial analysis, investment process
• Strong research, financial modeling, and problem-solving skills (Excel, Word, PowerPoint, Outlook)
• Excellent knowledge of finance and accounting concepts
• Proven curiosity about investing and analyzing businesses
• Strong written and verbal communication skills showing attention to detail
• Investment industry or Investment banking experience an asset
• Works optimally in teams or independently
• Collegial and friendly

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.