Associate, CEO Office

Sagard

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.

Posted 8/10/2026full-timeMontreal • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in AI-driven transformation initiatives, financial planning, and strategic technology execution. Proficient in managing workflows and implementing process improvements while effectively communicating with senior stakeholders.

Highest-signal resume keywords

AI Tools ProficiencyFinancial Planning and ForecastingQuantitative AnalysisProcess Design and ImplementationExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AI-Driven Change ManagementBudget TrackingWorkflow MappingStrategic AnalysisData Fluency

Soft Skills

Attention to DetailSelf-Starter MindsetDiscretion and Sound JudgmentProblem Identification and Solution ProposalAbility to Manage Multiple Workstreams

Tools & Technologies

Google WorkspaceMicrosoft 365ClaudeChatGPTN8n

Industry Keywords

Management ConsultingCorporate StrategyFinancial ServicesVenture CapitalAsset Management

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Sagard Website LinkedIn All Job Openings 201 - 500 employees 💼 Consulting 📦 Logistics 💸 Finance 💰 $37.3M Venture Round - Sagard Credit Partners on 2018-09 Consulting
Logistics
Finance 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. Associate, CEO Office 🔥 1 minute ago 🏢 Montreal – Onsite ⏰ Full Time 🟢 Junior 🟡 Mid-level ✨ Associate 🚫👨‍🎓 No degree required Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Processing Associate, Processing Associate 🕒 June 25 Face to Face Games 51 - 200 🛒 Retail 🎮 Gaming 🛍️ eCommerce Website LinkedIn All Job Openings Processing Associate organizing and evaluating TCG cards at Canada's largest online retailer of Trading Card Game singles. Opening sealed products and data entry for inventory management. 🏢 Montreal – Onsite 💵 $18 / hour ⏰ Full Time 🟢 Junior 🟡 Mid-level ✨ Associate 🚫👨‍🎓 No degree required 🗣️🇫🇷 French Required 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates About us Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs