What are the responsibilities and job description for the Associate, Investor Relations position at Sagard?
Sagard Overview
Sagard is a multi-strategy alternative asset management firm active in venture capital, private equity, private credit and real estate. Sagard also engages in private wealth management through Sagard Wealth.
Founded in 2016 and guided by the core values of entrepreneurship, innovation, collaboration, rigour and authenticity, Sagard has experienced outstanding growth. Today, the firm has more than US$45 billion under management, 190 portfolio companies and 440 professionals.
Sagard is well positioned to continue to grow substantially, organically and inorganically, pursuing its vision of becoming one of the best-performing investment management firms.
Headquartered in Canada, Sagard currently has offices in Canada, the United States, Europe and the Middle East.
More at https://www.sagard.com
Position Overview
SPES is seeking an Investor Relations Associate to join its investor relations team in Greenwich, CT (hybrid: Tue-Thu in office, Mon/Fri optional remote). This is a highly visible, hands-on role with broad exposure across the investor lifecycle, including direct interaction with institutional and private wealth investors, involvement in fundraising and capital formation efforts, and development of investor communications and reporting. You will work cross-functionally across both the SPES and broader Sagard platforms, partnering with investment, operations, compliance, accounting and IR teams to support key initiatives. The role requires taking ownership of projects from inception through completion, synthesizing complex information into clear insights, and collaborating closely with senior leadership in a non-hierarchical environment that emphasizes mentorship and professional development.
Compensation Range
Base salary: $115,000 - $140,000 (commensurate with experience) Discretionary annual bonus: $10,000 - $30,000
Comprehensive benefits include generous PTO; medical, dental, and vision coverage (majority employer-paid); employer-paid short- and long-term disability; life insurance (5x base salary); a health reimbursement account covering in-network deductibles for employees and families; and a 100% employer match on 401(k) contributions.
Responsibilities
If you require accommodation in order to participate in the hiring process, please contact the People & Culture team to make your needs known in advance.
Sagard may use automated tools, including artificial intelligence, to support certain stages of the recruitment and selection process.
Sagard is a multi-strategy alternative asset management firm active in venture capital, private equity, private credit and real estate. Sagard also engages in private wealth management through Sagard Wealth.
Founded in 2016 and guided by the core values of entrepreneurship, innovation, collaboration, rigour and authenticity, Sagard has experienced outstanding growth. Today, the firm has more than US$45 billion under management, 190 portfolio companies and 440 professionals.
Sagard is well positioned to continue to grow substantially, organically and inorganically, pursuing its vision of becoming one of the best-performing investment management firms.
Headquartered in Canada, Sagard currently has offices in Canada, the United States, Europe and the Middle East.
More at https://www.sagard.com
Position Overview
SPES is seeking an Investor Relations Associate to join its investor relations team in Greenwich, CT (hybrid: Tue-Thu in office, Mon/Fri optional remote). This is a highly visible, hands-on role with broad exposure across the investor lifecycle, including direct interaction with institutional and private wealth investors, involvement in fundraising and capital formation efforts, and development of investor communications and reporting. You will work cross-functionally across both the SPES and broader Sagard platforms, partnering with investment, operations, compliance, accounting and IR teams to support key initiatives. The role requires taking ownership of projects from inception through completion, synthesizing complex information into clear insights, and collaborating closely with senior leadership in a non-hierarchical environment that emphasizes mentorship and professional development.
Compensation Range
Base salary: $115,000 - $140,000 (commensurate with experience) Discretionary annual bonus: $10,000 - $30,000
Comprehensive benefits include generous PTO; medical, dental, and vision coverage (majority employer-paid); employer-paid short- and long-term disability; life insurance (5x base salary); a health reimbursement account covering in-network deductibles for employees and families; and a 100% employer match on 401(k) contributions.
Responsibilities
- Partner with Managing Directors, investment analysts, operations team, and compliance to complete prospective and current investor RFP, RFI and DDQ requests and develop a formalized process for completion.
- Collaborate with the broader IR team to implement and leverage AI tools (e.g., ChatGPT and Gemini) to enhance RFP writing efficiency and quality.
- Develop a cohesive record-keeping strategy for ease of reference for future RFP, RFI and DDQ responses and SEC examinations/audits.
- Collaborate with internal team members as needed to facilitate timely and accurate responses to all incoming investor inquiries and requests.
- Partner with Managing Directors, investment analysts, operations team, and compliance in production of fund quarterly letters, annual reports and additional marketing presentations as needed.
- Maintain accurate records of all LP meetings, including logging post-meeting notes and correspondence in DealCloud CRM on behalf of Managing Directors.
- Manage ongoing updates of all fund and firm-wide marketing and legal materials in Intralinks data rooms.
- Assist in planning and execution of quarterly investor update calls, annual Investor Conference, roadshows and ad-hoc LP updates or events.
- Support in onboarding, subscription document, AML/KYC, and capital call processes for new and existing LPs.
- 2-5 years of relevant full-time experience in investor relations, marketing or client communications within the investment industry
- Experience in writing RFPs, RFIs and DDQs a must
- Experience with one or more of the following programs: Subscribe, Intralinks, Seismic, or DealCloud
- Proficient in Microsoft Word, PowerPoint, and Excel; experience in Google Workspace a plus
- Experience with private equity investment products and collaborating cross-functionally
- Excellent written and oral communications
- Strong project management skills
- Ability to manage multiple priorities at once while maintaining excellent attention to detail
- Bachelor's degree
If you require accommodation in order to participate in the hiring process, please contact the People & Culture team to make your needs known in advance.
Sagard may use automated tools, including artificial intelligence, to support certain stages of the recruitment and selection process.
Salary : $10,000 - $30,000