Analyste, Mesure des rendements mondiaux

At Fiera Capital

We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:

• Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.
• Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career.
• Your Rewards & Recognition: We deeply value our people and their contributions and that’s reflected in our competitive compensation and benefits packages and our collaborative culture.
• Your Wellness Your Way: We strive to create a healthy work environment and we offer programs designed to support our employees’ wellbeing.

What we are looking for:

The Global Performance team is one of the four pillars within Fiera Capital’s Global Operations, alongside Portfolio Administration, Fund Administration and Data Management. While predominantly focused on the Public Markets business segment in Canada, the U.S. and the UK, Global Operations administer a broad and often complex range of investment strategies, fund structures and asset classes in support of the Institutional, Financial Intermediary and Private Wealth distribution channels. Private (Alternative Investment) Markets is also supported but mainly through the use of feeder funds (fund of funds). Global Operations teams work in a highly collaborative and fast-paced environment whereby attention to detail, operational risk, and client focus are must-have traits.

The Global Performance team plays a critical role in supporting the investment and client reporting process through the calculation and validation of Fiera’s investment performance results at the strategy, composite, mandate, and client levels in adherence to the Global Investment Performance Standards (GIPS®).

The team works closely with multiple key internal stakeholders, including our Public and Private Markets’ portfolio management teams and CIO offices, the various distribution and client facing teams, Investment Risk, Operations, Legal & Compliance, and Finance.

The Analyst, Global Performance Measurement will create, validate, and deliver timely performance reports and analysis. This position will help in supporting the investment and client reporting process through the calculation and validation of Fiera’s investment performance results at the strategy, composite, mandate and client levels in adherence to the Global Investment Performance Standards (GIPS®). We value teamwork and attention to detail to help deliver high quality and timely performance reporting and analysis. We strive to develop proactive and innovative mindset, encouraging you to approach challenges with creative problem-solving skills.

Your responsibilities:

• Calculate Asset Class time weighted returns, NAV-based fund and share class returns for Global mandates, funds and strategies.

• Ensure data quality via various controls and data validations

• Partner with team members to remediate security and account level data issues

• Help run validations of daily performance data that is shared within the firm

• Help perform month-end validations to ensure correct return calculations for both fund and client reporting

• Contribute to the continuous improvement of the Global Performance workflows & processes

• Help with ad hoc requests and develop effective working relationships with other teams within operations

Must have requirements to be successful in this role:

• Bachelor’s degree in finance, Statistics, Business, or a related field; advanced degree or relevant certifications (e.g., CFA, CAIA, FRM, CIPM) preferred

• Minimum 1 years of relevant experience in the financial services industry

• High attention to detail and accuracy, within a high-volume work environment

• Experience implementing efficient workflows, process improvements & controls

• Strong Microsoft Excel and SQL capabilities

• Knowledge of all asset classes and market performance and attribution methodologies and best practices is an asset

• Working knowledge of GIPS® and regulatory requirements in the investment industry is an asset

• Excellent verbal and written communication skills

• Bilingual (French and English)