Sagard Wealth is a premier wealth management firm dedicated to delivering tailored financial solutions and personalized services for ultra-high-net-worth individuals, families, and foundations.
Calgary, Alberta
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.
On-site · Montréal
The associate will support capital markets initiatives, M&A activities, and the development of the firm's equity story. They will also manage relationships with banking partners and leverage AI tools to enhance financial modeling and reporting workflows.
On-site · Montréal
The Fund Accountant will ensure the accuracy of financial statements, NAV reporting, and investor reporting for various investment entities. They will also manage capital activity processes, oversee fund accounting activities, and coordinate audits while supporting regulatory compliance.
On-site · Montréal
The Senior Fund Accountant will ensure the accuracy of financial statements, NAV reporting, and investor reports for various investment entities. They will also manage capital activity processes, coordinate audits, and support the scaling of accounting and control platforms.
On-site · Montréal
The Associate will coordinate the platform's long-term strategic and financial planning, including annual budgeting and performance measurement. They will also provide corporate finance support to portfolio companies and leverage automation tools to enhance financial reporting and analysis.
On-site · Toronto
The intern will support the investment team by sourcing and screening new opportunities, conducting due diligence, and performing financial analysis. They will also assist in company valuation, investment structuring, and ongoing portfolio monitoring activities.
On-site · Montréal
The Specialist will manage the end-to-end recruitment process and lead employee lifecycle activities including onboarding and offboarding. They will also partner with business leaders to develop hiring strategies and leverage technology and AI to improve talent operations.
Hybrid · Montréal
The role involves performing in-depth valuation analyses for private equity, credit, and venture capital portfolios to ensure governance compliance. Additionally, the incumbent will support strategic initiatives, including acquisitions and fund performance analysis, while preparing reports for internal and external stakeholders.
On-site · Toronto
The associate will manage the collection and analysis of portfolio data to provide actionable insights for investment teams. They will also support quarterly reporting, market research, and the automation of investment-related data infrastructure.
On-site · Montréal
The role involves driving AI and technology transformation initiatives across the firm while supporting strategic business operations and financial planning. You will work closely with senior leadership to redesign workflows, track business outcomes, and prepare executive-level strategic materials.
On-site · Montréal
The Senior Paralegal will support the firm's fund operations, regulatory infrastructure, and transaction execution framework. Responsibilities include managing a large portfolio of legal entities, handling KYC requests, and contributing to legal process optimization through technology.
On-site · Montréal
The Portfolio Analyst will manage the complete portfolio lifecycle, including trade settlement, reconciliation, and performance reporting. They will also support investment teams with portfolio analytics and contribute to the development of automated operational workflows.
Hybrid · Toronto
The intern will assist in investment operations, conduct portfolio and fund analysis, and provide strategic support to senior management. They will also be responsible for researching potential solutions and creating data-driven presentations.
On-site · Toronto
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, purs…
On-site · Montréal
Who we are : Diagram is a venture builder and early-stage investor that conceives, launches, and invests in transformative companies in the Fintech and ClimateTech sectors. Since 2016, we’ve raised over $400M and launched or invested in more than 35 companies. We work hand-in-hand with experienced founders, combining access to capital, hands-on support, and a deep ecosystem of partners to launch and scale businesses. Our ecosystem includes 200+ investors, including 60+ entrepreneurs with exits exceeding $15B, as well as a global network of corporate partners. Diagram is part of Sagard,…
Hybrid · Toronto
Provide comprehensive administrative support to three executives across North America, managing complex calendars, travel, and daily operations. Coordinate with the broader team on logistics, CRM updates, and event organization to ensure operational efficiency.
On-site · Montréal
Ensure the accuracy of quarterly financial statements, NAV reporting, and investor reporting for various fund entities. Manage capital activity processes and coordinate audits and tax compliance filings under IFRS.
On-site · Montréal
Ensure accuracy of financial statements and investor reporting for multiple entities while managing capital activity processes. Oversee fund accounting activities and coordinate audits, ensuring compliance with regulatory filings.
On-site · Montréal
The Senior Fund Accountant will ensure the accuracy of financial statements and manage capital activity processes while collaborating with fund administrators and investor relations. They will also oversee fund accounting activities and coordinate audits, ensuring compliance with regulatory filings.
On-site · Montréal
The Senior Accountant is responsible for maintaining financial books and records for various entities, including managing fund recharges and performing account reconciliations. They support the full close process, prepare financial statements, and coordinate with external auditors to ensure accurate reporting.
On-site · Montréal
This senior leadership role involves leading and overseeing corporate governance frameworks, entity management, and operational processes supporting Sagard’s global investment activities across various strategies. Key duties include supervising corporate secretarial functions, fund infrastructure support, transaction execution oversight, and managing the Corporate Services team.
