Principal, Senior Lending Partners

1 week ago


Old Toronto, Ontario, Canada Sagard Holdings Inc. Full time

Sagard Overview:

Sagard is a multi-strategy alternative asset manager with professionals located in North America, Europe and the Middle East. Sagard invests across three asset classes: Equity, Credit and Real Estate, and since 2016, has grown exponentially to over US$25B AUM and over 300 team members.

Sagard's entrepreneurial DNA is palpable across our entire team and is a platform built by entrepreneurs for entrepreneurs. Sagard aims to generate attractive returns by matching investment opportunities with flexible capital solutions and pairing entrepreneurs with teams with deep industry knowledge. Sagard develops long-term partnerships and empowers the growth of its investments through a unique global network of portfolio companies, limited partners, advisors, and other valued relationships.

Sagard is a UN PRI signatory and strives to measure and assess the social and economic impact it has on the people and businesses within our network and our society as a whole.

For more information, visit

Sagard Senior Lending Partners ("SSLP") Overview:

SSLP is part of the Sagard Credit team and provides senior debt to North American public and private middle market companies to help fund growth and other strategic initiatives. The SSLP team is a fast-paced group with a flat organizational culture and strong collective work ethic. SSLP directly lends to companies across various sectors, conducting rigorous due diligence on prospective borrowers and management teams and building rigorous financial models. SSLP views its portfolio companies not just as borrowers but as long-term partners and supports them on an ongoing basis by leveraging the capabilities, experience and network of the broader Sagard ecosystem on their behalf.

Position Overview:

We are looking for a Principal to join the SSLP team based in Toronto. The right candidate would join a collaborative team and have an opportunity to work on senior loan transactions across a broad range of industries. In this role, you will help the team with all aspects of sourcing, diligence, execution, and monitoring. Sagard works in small deal teams, where you will have a significant amount of responsibility, opportunities to learn and influence the investment process.

Your Responsibilities:

  • Analyze potential investment opportunities across a variety of industries;
  • Assist with setting up all templates for investment processes (e.g. memos, models, etc.);
  • Assist with building deal pipeline, keeping databases and other information management tools up to date;
  • Conduct detailed research and evaluation of new investment opportunities (modelling, investment memos, lead due diligence, engage with advisors);
  • Assist with fundraising efforts by preparing slides, answering questions, and analyses requested by prospective LPs;
  • Lead asset management activities of portfolio companies;
  • Build sophisticated financial models to assist in the investment process;
  • Lead and drive negotiating and structuring documentation;
  • Assist in portfolio monitoring and management; and
  • Collaborate with various Sagard teams.

Experience and Qualifications:

  • A bachelor's degree in Commerce, Business Administration, Finance, or other related fields
  • [4-8] 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
  • DealCloud experience an asset
  • Works optimally in teams or independently
  • Collegial and friendly

Our ideal candidate:

  • Entrepreneurial -Self-starter, ability to operate quickly with lean resources and a passion for investing
  • Rigorous- Strong analytical and problem-solving skills; organized and outstanding attention to detail; a high degree of accuracy in a fast-paced, results-oriented workplace; hard-working and willingness to work nights and weekends when required
  • Proactive and innovative- Thrives in a dynamic working environment; curious, eager to learn about and contribute to a wide variety of topics; suggests new ideas and new ways of working
  • Collaborative- Inclusive operating style coupled with a hands-on, results-oriented attitude
  • Authentic– Demonstrates humility, openness, integrity and inclusiveness

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.

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.


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