Claridge is a private investment firm
headquartered in Montreal, Quebec.

Claridge represents the interests of the Stephen Bronfman family and is actively involved in the management
of a diverse portfolio of investments in private equity, hedge funds, public equities, and real estate.

About us

Building together. Making an impact. Creating a legacy.

History
Community Involvement

Private Equity

Actively backing the entrepreneurial spirit with more than capital.

Criteria
Investment strategy
Differentiation
Added value
Management style

Real Estate

We have built a wealth of knowledge.

Our ventures in real estate started in the 1950’s when we established what ultimately became Cadillac Fairview, one of the leading commercial real estate conglomerates in North America. Claridge’s focus over the last ten years has been on light industrial and mixed-use urban redevelopment in high growth North American markets. We actively seek out real estate operators and developers with which to partner on innovative projects, serving as capital provider and as deal originator.
image - Real Estate 1image - Real Estate 3

Third-Party Managed Funds

Selectively partnering with the best managers worldwide.

We diversify our active direct investment practice through funds investments leveraging resources in different markets and industries, and invest globally with a select number of third-party managers allocating capital to different strategies and asset classes that offer superior risk-adjusted returns. Our third-party managed funds include long only public equities, hedge and private equity funds.

Public equities managed funds are comprised of Canadian equity and foreign equity using a combination of active and index-replication strategies.

Hedge funds are used to reduce volatility and risk in the portfolio while attempting to preserve capital and deliver positive returns under all market conditions. Our hedge portfolio is allocated across a spectrum of strategies with a focus on long/short equity funds, event-driven/distressed funds, and multi-strategy funds.

Our private equity funds program is invested globally with some of the world’s leading private equity funds that we have strong relationships with.

We aim to achieve diversification through investment strategy, sector, geography, fund manager, and vintage year. Our focus is on large- and middle-market buyout and growth equity funds in North America, Europe and to a lesser extent in emerging markets. We also invest in real estate, credit and special situations funds.

We are also very active in co-investments with our private equity partners. Since our first investment in a private equity fund in 1998, we have invested in over 80 private equity and real estate funds and a dozen co-investments.

Select Investments

A track record of success in building companies across several sectors.

Our direct private equity portfolio spans food and restaurants, media and entertainment, real estate, and technology. Here is a selection of our success stories.


Our Management Team

A unique mix of entrepreneurial thinking, deep financial expertise and integrity.

Stephen Bronfman

Executive Chairman

Pierre Boivin, O.C., C.Q.

President and Chief Executive Officer

Zeno Santache, CPA, CA

Chief Financial Officer

Frederic Martel

Chief Investment Officer

Ludovic Dumas, CFA

Vice President, Direct Investments

Julie Doyon, DDN, M.FISC.

Vice-President, Taxation

Employment Opportunity

 
POSITION DESCRIPTION
 

        Title: Director Fund Investments
        Date: May 2018
        Reports To: Chief Investment Officer (CIO)
        Location: 1170 Peel Street Suite 800 Montreal Quebec


COMPANY BACKGROUND

Claridge Inc. is a privately held investment company and one of the premier investment firms in Quebec. Claridge invests in various economic sectors and geographies (mostly in Canada and the United States) via different third party managed investment vehicles, which includes private equity funds (including co-invests), hedge funds, marketable securities. The firm also invests in direct equity participations into private companies.

JOB DESCRIPTION

As a member of the investment team, the Director will collaborate with the CIO in all aspects of the investment process and relationship management relating to third-party managed funds. The Director’s main responsibilities will include originating, executing and managing fund investments in various assets classes (public equities, hedge funds, private equity funds and other alternative strategies). The Director will contribute in building and maintaining relationships with investment partners and negotiating and executing fund investments. Other key responsibilities will include conducting due diligence and post-investment monitoring activities as well as conducting research on general investment themes.

PRIMARY RESPONSIBILITIES


Developing business opportunities

  • Develop a network of contacts to promote business opportunities.
  • Analyze the various markets and identify investment opportunities.
  • Draft industry and sector analysis reports, business plans and other documents.
  • Develop a strong understanding of the competitive landscape amongst investment managers across the different asset classes.
  • Follow general economic developments and their impact on public / private equity and debt markets.


Analyzing and conducting transactions

  • Screen and analyse potential fund investment opportunities.
  • Maintain and update information about potential fund investments.
  • Perform preliminary analysis of investment opportunities.
  • Perform financial analyses of potential investment opportunities (e.g. financial models, sensitivities, return analysis, financial projections, valuations, etc.).
  • Conduct due diligence, including financial, team, industry and sector, and legal analysis, identify the main merits and risks.
  • Negotiate legal documentation with senior deal team members.
  • Prepare and present investment recommendations.


Investment Monitoring

  • Closely monitor existing third-party manager relationships and investments.
  • Participate in managing fund relationships and sourcing private equity co-investment opportunities.
  • Prepare periodic investment reports.
  • Document regular meetings and calls with fund managers and market participants.
  • Perform a variety of other projects, duties and responsibilities as well as interface with key stakeholders within and outside the Claridge environment with a high degree of discretion.


PROFESSIONAL REQUIREMENTS


Knowledge & Skills

  • Strong knowledge and understanding of capital markets and alternative investment strategies
  • Ability to prioritize multiple projects and meet tight deadlines
  • Excellent analytical skills
  • Relationship management skills
  • Teamwork skills
  • Sense of initiative, independence
  • Experience in leading investment decision making
  • Experience in negotiating legal agreements
  • Attention to detail and presentation of information
  • Ability to work under pressure
  • Highly developed English communication (verbal and written) skills
  • Good knowledge of computer tools, such as MS Office, Capital IQ
  • Willingness to travel


Education

  • Undergraduate degree in finance or business administration or its equivalent.
  • MBA or other Master’s Degree, CA and/or CFA designation an asset.


Experience

  • Ten (10) years of investment experience, preferably in third-party managed funds with an exposure to alternative investment strategies.
  • Experience in hedge fund investments a strong asset.
  • Other work experience such as investment banking will also be considered an asset.


COMPENSATION

  • A competitive compensation package, including base salary and bonuses, as well as benefits, will be provided commensurate with related experience.

Please send your resume to the attention of:
Ms. Tania Marinos, Manager, Human Resources & Administration
taniamarinos@claridgeinc.com

Contact us

Address: 1170 Peel, suite 800
Montreal, QC, H3B 4P2
Phone: 514 878 5200