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
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