Portfolio Analyst Role at Sagard

7 hours ago
Montreal, Quebec, Canada Sagard Wealth Full-time
Become a Portfolio Analyst at Sagard in Montreal, where you’ll bridge investment strategies with operational excellence. This role encompasses the complete lifecycle of portfolio management. In this crucial position, you’ll utilize your 3-5 years of experience to manage portfolio activities including trade reconciliation, performance validation, and operational reporting. Interacting closely with investment and operations teams, you'll help enhance workflow efficiency and ensure high-quality data integrity in a thriving multi-strategy asset firm.

Key Responsibilities
• Oversee month-end trade processes and client accounts
• Process private capital market activities accurately
• Carry out position and transaction reconciliations
• Verify fund data and ensure accuracy in reports
• Create performance reports for client communications

Requirements:
• 3-5 years in relevant investment operations roles
• Good grasp of the trade lifecycle dynamics
• Degree in Finance, Accounting, or related field
• Advanced data skills, particularly in Excel, SQL or Python
• Exceptional detail orientation and communication ability Join Sagard to leverage your skills and contribute to our continuous growth and success in investment management.

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