Associate, Portage Capital Solutions

Portage Overview:

Portage is a leading fintech and financial services-focused investor that partners with some of the world's most innovative companies. Portage Capital Solutions invests globally in later-stage companies across key sector verticals, including wealth and asset management, insurance, consumer and small business finance, and payments. 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. 

Sagard Overview

Portage is part of Sagard Holdings ("Sagard"), a multi-strategy alternative asset manager with professionals located in North America, Europe, and the Middle East. Since 2016, Sagard has grown exponentially. Assets under management have expanded from US$500M to over US$27B, and Sagard's team of diverse professionals has grown from 50 to over 400 team members.

Sagard invests across four asset classes: Venture Capital, Private Equity, Private Credit, and Real Estate. Sagard Holdings was founded by Power Corporation of Canada as a complement to its global investment holdings and serves as one of its key strategic priorities with strong, long-term growth objectives.

Sagard's entrepreneurial DNA is palpable across our entire team and is a platform built by entrepreneurs, for entrepreneurs. Sagard looks to generate attractive returns by matching investment opportunities with flexible capital solutions and pairing entrepreneurs with teams that have 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. 

More at https://www.sagard.com/

Position Overview: 

The Portage Capital Solutions team is looking for a new Associate in New York or Toronto. This role focuses on evaluating investment opportunities, managing transactions, and providing steadfast support to our portfolio companies – a pivotal contribution 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:

• 1-3 years of experience in investment banking, principal investing (venture capital / growth equity / private equity), or management consulting
• Bachelor's degree from an accredited 4-year university
• A demonstrated interest in financial services and / or technology
• Organized with a high attention to detail and ability 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.