Associate, Portage Capital Solutions at Sagard

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.