Senior Associate, Valuations / Manager, Valuations / Associé(e) principal(e), évaluations / Gestionnaire, évaluations
- Compensation
- Not disclosed
- Location
- Montreal - QC - Canada
- Work setup
- Not specified
- Seniority
- Principal
- Employment
- Not specified
- Experience
- 2+ years
- Category
- Not specified
- Posted
Skills
Must have
- 2-5 years of relevant experience in valuations, private equity, alternative asset management, professional firm, or a related field.
- Strong analytical and quantitative skillset, with hands-on experience in financial modelling and valuations.
- Ability to operate effectively in a fast-paced, entrepreneurial environment with evolving priorities.
- Detail-oriented, organized, and a proactive team player.
- Undergraduate or graduate degree in finance, accounting, or a related field.
- Professional designations such as CPA, CFA, or CBV are considered an asset.
- For all positions in Québec, proficiency in French and English, both spoken and written, is mandatory. English is required due to regular interaction with colleagues and external partners outside Québ
- 2 à 5 ans d'expérience pertinente en évaluation, capital-investissement, gestion d'actifs alternatifs, cabinet professionnel ou dans un domaine connexe.
- Solides compétences analytiques et quantitatives, avec une expérience pratique en modélisation financière et en évaluation.
- Capacité à travailler efficacement dans un environnement rapide et entrepreneurial aux priorités changeantes.
- Souci du détail, sens de l'organisation et esprit d'équipe proactif.
- Diplôme de premier cycle ou de cycle supérieur en finance, comptabilité ou dans un domaine connexe.
- Les désignations professionnelles telles que CPA, CFA ou ÉEC sont considérées comme un atout.
- Pour tous les postes au Québec, la maîtrise du français et de l'anglais, tant à l'oral qu'à l'écrit, est requise. L'anglais est requis en raison d'interactions régulières avec des collègues et des par
Full description
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
Position Overview
We are seeking a highly analytical and motivated individual to join our team as a Senior Associate or Manager, Valuations in Montreal. This person will play a pivotal role in supporting the Valuation function within Finance and, more broadly, across the Sagard global platform to ensure compliance with the applicable governance standards, enhance stakeholder communication and assist within the commercial decisions framework.
Please note this position is hybrid.
Responsibilities
- Play an active role in the valuation of investments across private equity, credit, and venture capital portfolios.
- Support strategic initiatives and projects including acquisitions, equity transactions, fund performance analysis, and valuation of the management company.
- Perform in-depth valuation analyses by gathering, structuring, and interpreting complex financial data.
- Contribute to research, data visualization, and the preparation of valuation materials and reports for internal and external stakeholders.
Qualifications
- 2-5 years of relevant experience in valuations, private equity, alternative asset management, professional firm, or a related field.
- Strong analytical and quantitative skillset, with hands-on experience in financial modelling and valuations.
- Ability to operate effectively in a fast-paced, entrepreneurial environment with evolving priorities.
- Detail-oriented, organized, and a proactive team player.
- Undergraduate or graduate degree in finance, accounting, or a related field.
- Professional designations such as CPA, CFA, or CBV are considered an asset.
- For all positions in Québec, proficiency in French and English, both spoken and written, is mandatory. English is required due to regular interaction with colleagues and external partners outside Québec.