Sagard

Associate

• Enhance department policies and procedures.
• Help mitigate investment risk by assisting in active asset business plan implementation.
• Initiate and complete accurate comprehensive quarterly valuations and reports.
• Perform accurate and timely completion of monthly/quarterly asset management reports, including comprehensive variance comments.
• Maintain & update Argus Enterprise valuation models.
• Perform Ad-hoc sensitivity and performance return analysis to inform cash management, leasing, and disposition decisions.
• Preparation and submittal of loan draw requests and construction cost tracking for development projects.
• Assist in formulation, critique and approval of comprehensive annual property business plans, operating and capital budgets, reforecast process, internal and external appraisals and sell/hold strategies.
• Support Investment Committee presentations by Asset Management.
• Through delegated authority guidelines, facilitate the signing of business documents, engagement of property management and leasing firms, and development/execution of approval process for leasing, capital and value-added investment strategies.
• Drive adequate documentation of all activities in an organized electronic file system.
• Assist with timely, cost-effective legal solutions to business problems.
• Help ensure that the cost-benefit of all leasing/capital investment is documented and ensure that all property-level decisions reinforce overall portfolio and client investment objectives.
• Help build and sustain joint venture partner and operator relationships. Help manage all third party relationships with brokers, attorneys, property managers, tenants, etc. as needed.
• Advise Regional Managing Director or Director regarding investment performance, budget variances and changes in market/property conditions and valuation, and recommend course of action.
• Review proposed acquisitions, and provide support in due diligence process.
• Network and build relationships with other real estate professionals to enhance personal skills and increase industry awareness of Sagard Real Estate’s investment advisory capabilities.
• Help with lease negotiations. Assist in ensuring lease administration is accurate and complete.
• Participate in regular leasing calls and negotiation process.
• Conduct market research and compile relevant sales and leasing comp data.
• Help approve all capital work and invoices for dedicated assets.

Associate/Senior Associate, Asset Management

Artificial Intelligence

• Support sourcing of investment opportunities across the AI technology stack — infrastructure, applications, AI-native services providers, and adjacent sectors.
• Conduct investment diligence – market dynamics and competition, financial analysis, and customer reference calls.
• Build authentic relationships with founders, co-investors, and ecosystem participants.
• Develop and maintain rigorous sector maps, thematic research, and a running view on the AI landscape.
• Attend conferences and co-organize dinners in key markets (SF, NYC and Toronto/KW) that build Sagard’s brand.
• Contribute to tracking portfolio company performance against investment thesis and milestones; flag risks and opportunities.
• Support commercial partnerships and introductions between AI companies and Sagard’s broader ecosystem (LPs, portfolio, strategic partners).
• Assist portfolio companies on strategic initiatives and ad hoc analytical requests.
• Leverage AI tools such as Claude and Codex to automate repetitive work and rethink our business processes.
• Contribute to quarterly LP reporting, investor communications, and in-depth investor updates.
• Maintain pipeline tracking and rigorous CRM hygiene.

Associate, AI Fund

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.

Associate/Senior Associate, Asset Management

Associate, AI Fund

Finance Technology Project Manager