Sagard is a global multi-strategy alternative asset management firm active in venture capital, private equity, private credit, and real estate.
A full list of portfolio companies is available at: www.sagard.com/portfolio

Sagard

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customer-success-manager

Sagard is a global multi-strategy alternative asset management firm active in venture capital, private equity, private credit, real estate, and private wealth management. The firm manages approximately $45 billion in assets, partners with portfolio companies to drive value through capital, operational support, and a global network of investors and advisors, and maintains offices across North America, Europe, the Middle East, and Asia. Sagard emphasizes entrepreneurship, innovation, and collaboration to support growth-stage and established companies while delivering returns for clients.

Sagard is a global multi-strategy alternative asset management firm active in venture capital, private equity, private credit, and real estate. 

A full list of portfolio companies is available at: www.sagard.com/portfolio

• Execute DealCloud enhancements and configuration changes in line with the roadmap
• Configure and maintain pipelines, objects, fields, layouts and automations according to governance standards
• Monitor and maintain data quality through audits, deduplication pipelines and data-entry standards
• Build and maintain dashboards and reports using DealCloud Data Visualizations
• Serve as first point of contact for user questions, issues and enhancement requests
• Gather and document business requirements from Investment teams, Capital Formation and Investor Relations users
• Develop training materials, user guides and process documentation
• Deliver onboarding and refresher training across regions and strategies
• Track adoption and usage metrics and flag gaps or opportunities
• Identify and help implement automation opportunities
• Configure and administer other CRMs in the technology stack as needed

CRM Analyst

CRM Analyst configuring DealCloud for Sagard’s alternative asset management, investment, and fundraising teams. Supporting data quality, reporting, user adoption, training, and CRM enhancements.

general

• Support the sourcing, screening and evaluation of new investment opportunities
• Assist in the execution of due diligence for prospective investments
• Contribute to company valuation and investment structuring analysis
• Build and maintain financial models to support investment decisions
• Prepare presentations and investment memos for the Investment Committee
• Support portfolio management activities, including performance tracking and ad hoc analysis

Intern – Sagard Private Equity

Private equity intern supporting sourcing, due diligence, valuation, and portfolio monitoring. Sagard manages alternative investments for Canadian mid-market growth companies.

associate

• Support AI and technology transformation initiatives across the organization
• Identify opportunities and help embed AI-driven changes into ways of working
• Support the design and execution of strategic technology initiatives from scoping through delivery
• Help manage financial planning and forecasting, including budget tracking across technology and AI functions
• Map workflows, identify opportunities for AI to replace or augment manual work, and help implement redesigns
• Prepare executive briefings, executive committee decks, and strategic analyses
• Track adoption, business value, and outcomes of AI and technology initiatives
• Help establish processes, intake mechanisms, and operating rhythms for business teams
• Conduct research and analysis to inform technology and AI decisions
• Work directly with the Chief of Staff to the CEO of Diagram and Managing Partner, Head of Technology & AI at Sagard

Associate, CEO Office

Associate supporting AI transformation, strategic technology initiatives, and financial planning at Sagard, a global alternative asset manager.
Preparing executive materials and redesigning workflows across technology and AI functions.

attorney

• Coordinate and support transaction closing processes across venture capital, private equity, private credit, and fund-level transactions, including equity financings, debt investments, restructurings, secondary transactions, co-investments, redemptions, and exits.
• Prepare, organize, and distribute transaction documentation, signature packages, execution versions, and closing binders.
• Maintain and track transaction checklists, conditions precedent, closing deliverables, and post-closing obligations.
• Coordinate execution logistics among investment teams, internal legal counsel, external law firms, portfolio companies, counterparties, tax advisors, compliance teams, fund administrators, and other service providers.
• Review, format, and manage ancillary legal documentation, including NDAs, board resolutions, officer and incumbency certificates, consent resolutions, subscription documents, and side letters.
• Support transaction due diligence processes by organizing legal documentation, maintaining virtual data rooms, coordinating information requests, and leveraging AI-assisted due diligence and document review tools to accelerate analysis and improve accuracy.
• Assist with fund formation, financing arrangements, and corporate restructuring initiatives, including supporting the preparation, negotiation, and management of fund documentation such as limited partnership agreements, subscription documents, side letters, and investor onboarding materials.
• Support M&A and strategic transaction activity, including coordinating deal workflows, managing signing and closing mechanics, tracking deal-related deliverables and milestones, and assisting with post-closing integration tasks and purchase price adjustment processes.
• Support entity management and corporate governance activities across Sagard entities and portfolio investments, including corporate records, governance databases, cap tables, and legal documentation systems.
• Assist with regulatory, compliance, KYC, BOI, AML, and corporate information requests across multiple jurisdictions.
• Help develop, document, and improve legal operations workflows, transaction management processes, and document management practices, including identifying and implementing process improvements, automation opportunities, and technology solutions.
• Evaluate, implement, and optimize legal technology platforms to enhance the legal team's efficiency and strategic capabilities.
• Track key deadlines, filing obligations, action items, and follow-ups across multiple concurrent projects and transactions, and manage confidential correspondence with professionalism and discretion.

Legal Operations Transactions Manager

Legal Operations and Transactions Manager supporting investment transaction processes across various private investments at Sagard. Playing a key role in advancing legal operations and technology implementation.

project-manager

• Lead end-to-end delivery of projects related to financial systems and accounting technologies, ensuring adherence to timelines, budget and scope
• Develop detailed project plans including schedules, milestones, dependencies, resource allocation and stakeholder responsibilities
• Proactively identify and manage risks, issues and blockers, enabling timely resolution with Finance, IT, vendors and business partners
• Translate Finance process needs into clearly defined scopes, deliverables, business requirements and success criteria
• Collaborate with Finance stakeholders to document current and future processes, controls, roles and decision points
• Coordinate implementation activities for accounting and financial platforms such as ERPs, accounts payable automation, EPM, expense management and related systems
• Lead Finance technology streams in M&A integration contexts, including process alignment, system integration, data readiness, control mapping and transition planning
• Support vendor management, including coordinating work plans, deliverables, status reporting, testing and issue resolution
• Establish clear communication cadences, including project updates, workshops and steering committees
• Communicate accounting technology concepts clearly and in a structured way to financial and non-financial audiences
• Coordinate testing, data preparation, cutover planning, deployment activities and handover to operations and support teams
• Work with stakeholders to ensure successful adoption of new financial systems, processes and ways of working
• Apply consistent project management frameworks, tools and documentation aligned with Digital Solutions team standards
• Contribute to the evolution of Finance transformation delivery practices, repeatable models and playbooks
• Identify opportunities to improve the efficiency, transparency, controls and consistency of Finance technology deliveries.

Finance Technology Project Manager

Finance Technology Project Manager leading delivery of finance systems and technology projects at Sagard. Requires expertise in accounting technology and project management with collaboration across teams.

Sagard is a global multi-strategy alternative asset management firm active in venture capital, private equity, private credit, and real estate. A full list of portfolio companies is available at: www.sagard.com/portfolio

Sagard

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5 jobs found

CRM Analyst

Sagard

Intern – Sagard Private Equity

Sagard

Associate, CEO Office

Sagard

Legal Operations Transactions Manager

Sagard

Finance Technology Project Manager

Sagard