Associate, CEO Office

Posted 2 days ago

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About the role

  • 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.

Responsibilities

  • 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

Requirements

  • 2–4 years of experience in management consulting focused on AI, corporate strategy, or a similar role at a technology-first organization
  • Genuine enthusiasm for AI and a hands-on approach to using it
  • Active use of AI tools such as Claude, ChatGPT, n8n, or similar
  • Finance and data fluency, including comfort with numbers and quantitative analysis
  • Excellent written and verbal communication skills
  • Interest in building processes from scratch
  • High attention to detail and ability to manage multiple workstreams with competing priorities
  • Discretion and sound judgment when handling confidential information and senior stakeholders
  • Self-starter mindset with ability to identify problems and propose solutions independently
  • Strong proficiency in Google Workspace or Microsoft 365
  • Exposure to financial services, venture capital, asset management, or technology organizations is nice to have
  • Bilingual proficiency in French is nice to have

Job title

Job type

Full Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

OnsiteMontrealCanada

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