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Senior Principal, Capital FormationNew York, New York, United States

Senior Principal, Capital FormationNew York, New York, United States

SagardNew York, NY, US
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Senior Principal, Capital Formation

Sagard Holdings ("Sagard") is a multi-strategy alternative asset manager with professionals located in Canada (Montreal, Toronto), the US, Europe and Asia. Since 2016, Sagard has grown exponentially. Assets under management have expanded from US$500M to more than US$27B and Sagard's team of diverse professionals has grown from 50 to more than 400 team members as of February 2025.

Sagard invests across four asset classes : private equity, credit, real estate, and venture capital. Sagard was founded by Power Corporation of Canada as a complement to its global investment holdings and serves as one of its key strategic priorities with strong, long-term growth objectives.

Sagard's entrepreneurial DNA is palpable across our entire team and is a platform built by entrepreneurs, for entrepreneurs. Sagard looks to generate attractive returns by matching investment opportunities with flexible capital solutions and pairing entrepreneurs with teams that have deep industry knowledge. Sagard develops long-term partnerships and empowers the growth of its investments through a unique global network of portfolio companies, limited partners, advisors, and other valued relationships.

Sagard is a UN PRI signatory and strives to measure and assess the social and economic impact it has on the people and businesses within our network, as well as on our society as a whole.

The team seeks to retain the services of a senior asset raising professional to support the commercial activities of the North American Capital Formation team. Reporting into the Head of North American Capital Formation, the successful candidate will play an integral role in the firm's asset raising efforts across the spectrum of Sagard investment capabilities.

Role Responsibilities

  • Design and execute a fundraising plan for institutional investors and platforms within the United States and select other markets opportunistically. Successfully source new LPs and AUM
  • Play a leadership role within Capital Formation on all capital raising activities for Sagard funds - be the "voice of the client" internally
  • Develop and cultivate LP relationships throughout the investment community to promote Sagard's funds, brand, platform and capabilities
  • Articulate Sagard's philosophy, products and platform including differentiating characteristics of the organization and commercially relevant fundraises
  • Support the execution of the go-to-market strategy established by the Head of Capital Formation. Act as a "Deal Captain" and lead fundraising assignments directly
  • Systematically map and target investors not presently invested with Sagard
  • Maintain a detailed engagement log and track progress and impact within the established CRM
  • Build relevant and trusted relationships with target limited partners in agreed upon coverage market (i.e. Pension, F&E, Single and Multi-Family office, Consultants, etc.) build and manage a pipeline of probability-weighted opportunities with senior decision makers.

Communication and Investor Relations

  • Maintain and foster open information flow within the CF / IR team on fundraising initiatives and milestones, in addition to broader investment teams and respective leaders / stakeholders
  • Work with the team to effectively represent and communicate Sagard Fund strategies, investments, portfolio companies, and firm activity to prospective & existing Limited Partners.
  • Product Specialization

  • Develop and maintain deep product specialization across the four principal capabilities, and more as new offerings are engineered. Build and maintain strong knowledge of strategy holdings and activity within portfolios
  • Act as a credible, impactful and effective liaison between deal partners and limited partners.
  • Experience & Qualifications

  • A minimum of 10+ years in a sales capacity including specific alternatives / illiquids expertise
  • Direct experience with long-duration, Private Markets investment strategies is highly desired
  • Relevant and successful project management experience
  • Quantitative proficiency in corporate finance (i.e. understanding investment committee memos, model outputs, returns analysis, complex strategy objectives and portfolio fit etc.)
  • Experience working with investors and understanding their priorities, objectives, constraints, and decision-making processes. Ability to probe and interact effectively with senior LP professionals
  • Track record of closing capital commitments from institutional investors from a specific investment channel or geography across different investment strategies
  • A track record of maintaining high standards of service excellence with both existing clients and prospective investors
  • Undergraduate degree from a top academic institution in Finance, Business, Economics or related field. MBA, CPA, CAIA, CFA are welcome.
  • Our Ideal Candidate

  • Client-Centered Mindset : A focus on building strong relationships and delivering thoughtful, customer-driven solutions
  • Relationship Building : An ability to connect and collaborate across diverse teams and external partners
  • Judgment & Adaptability : A thoughtful approach to navigating shifting priorities, working well under pressure, and engaging with different perspectives
  • Ownership & Initiative : A commitment to accountability, continuous improvement, and driving meaningful outcomes
  • Effective Communication : A capacity to convey complex ideas clearly and confidently across various audiences
  • Collaboration & Teamwork : A history of fostering strong partnerships across internal teams and leadership
  • Strategic Thinking : An ability to articulate investment value propositions with clarity in both written and verbal formats
  • Navigating Ambiguity : A comfort with uncertainty and an ability to find solutions in evolving situations
  • Stakeholder Awareness : An understanding of how to align diverse interests and priorities.
  • Sagard is an equal opportunity employer, which values diversity in the workplace. We are therefore 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.

    We welcome all applications and wish to thank all candidates for their interest in applying for this position. However, only individuals selected for interviews will be contacted.

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