Profile
Charlene Li is a Senior Fund Accountant at Sagard and joined the firm in 2021.
Charlene is responsible for day-to-day fund operations, NAV calculations, and the accounting of capital activities for Portage Ventures, the venture capital arm of Sagard.
She is a member of the finance team and is based in Montreal, Canada.
Prior to Sagard, Charlene served as a Senior Analyst at Fiera Capital and Senior Fund Accountant at Maples Group where she delivered NAV calculations for clients with a total AUM of over $3B.
Charlene holds a B.Comm.
in Accounting from McGill University.
She is a candidate for the Chartered Professional Accountant (CPA, CA) and Chartered Financial Analyst (CFA) designations.
Former positions of Charlene Li
| Companies | Position | End |
|---|---|---|
Fiera Capital /Asia/
Fiera Capital /Asia/ Investment ManagersFinance Fiera Capital invests in both private and public companies located in Asia, excluding Japan. The firm focuses on companies operating in the fields of energy, environment, real estate, infrastructure, agriculture, and resources. It provides financing in the form of debt & equity which are typically minority positions, for restructurings, operational turnarounds, special situations, and distressed or undervalued assets & securities. | Corporate Officer/Principal | - |
Training of Charlene Li
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
McGill University
McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fiera Capital /Asia/
Fiera Capital /Asia/ Investment ManagersFinance Fiera Capital invests in both private and public companies located in Asia, excluding Japan. The firm focuses on companies operating in the fields of energy, environment, real estate, infrastructure, agriculture, and resources. It provides financing in the form of debt & equity which are typically minority positions, for restructurings, operational turnarounds, special situations, and distressed or undervalued assets & securities. | Finance |
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