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Research Analyst Intern, Portage

IMPORTANT: This posting is for current undergrad or graduate students who are available to work for 4 - 8 months starting in December/ January 2025.

Portage Overview

Portage is a fintech and financial services-focused global investor that partners with some of the world's most innovative companies. Portage invests globally across key sector verticals, including wealth and asset management, insurance, consumer and small business finance, and payments. The Portage team has deep entrepreneurial and industry experience and provides founders privileged access to the firm's partners, in-house value creation experts, and broader global ecosystem. Portage currently deploys capital through both its Venture and later-stage Capital Solutions strategies. The firm has offices in Toronto, Montreal, New York, Paris, and London.

For more information, please visit http://portageinvest.com.

Job Overview

Portage is currently looking for an individual who is highly analytical and deeply passionate about fintech to join our team in Montreal or Toronto as a Research Analyst Intern. This person will play a pivotal role in supporting our team to find and support transformative, breakthrough companies in financial services.

Responsibilities:

  • Assist in investment operations by working with the business team and investment team to identify pain points and research potential solutions alongside our engineering team;
  • Conduct portfolio and fund analysis and monitoring through collecting, organizing, and analyzing data from our portfolio companies;
  • Assist in research and presentation writing including analyzing data, visualizing data, and writing/designing decks.

Qualifications:

  • Currently enrolled in an undergraduate program with a graduation date of Fall 2025 or Spring 2026
  • Strong academic record;
  • A strong passion and /or interest in financial services and technology;
  • Comfortable with ambiguity and in an entrepreneurial environment where things change constantly;
  • Organized with high attention to detail;
  • Team player – happy to do whatever is required to support the team;
  • Ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner;
  • Strong written and oral communication skills; ability to synthesize and articulate thoughts about companies and markets concisely;
  • Knowledge and familiarity with data manipulation and Excel skills;
  • Must be authorized to work in Canada;
  • Bilingualism is a strong asset (French and English).

Nice to haves:

  • Experience performing statistical analysis and building programs using R, Python, SQL and other languages
  • General experience in data analytics / data science

Advantages:

  • Fast-paced environment that will enable you to grow as a professional;
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

Portage is an equal-opportunity employer which values diversity in the workplace. We are happy to accommodate any individual. If you require accommodation to participate in the hiring process, please contact the People & Culture team to make your needs known in advance.

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Diversity, Equity and Inclusion at Sagard

The collection of self-identification data is important for Sagard as the organization wishes to reiterate its commitment to Diversity, Equity, Inclusion & Belonging (DEI). The information candidates share with us will help Sagard to set goals and measure our progress in DEI. Participation in this survey is completely voluntary and anonymous.

Sagard is dedicated to building a team that proudly includes the talent and perspectives of individuals regardless of gender, race/ethnicity, or sexual orientation. We actively seek out diversity and want to build our organization with people from all backgrounds including Indigenous peoples, members of the BIPOC community, members of the 2SLGBTQI+ community and persons living with disabilities (“under-represented communities'').

We aim for 30% diversity at all levels of our staff by 2025 and we are rigorous in measuring and monitoring outcomes as we strive to meet our objective.

All definitions provided herein are in accordance with the standards and terminology used by The Institutional Limited Partners Association (ilpa). For additional details on the self-identification definitions utilized in this survey, please visit the following link.

 

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