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Analyst, Global Performance Measurement

  • Montreal, QC, Canada

Full-time

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Job details

Job type
Full-time
Experience
Minimum 1 years of relevant experience in the financial services industry
Posting language
English
Posted

Original job description

Who We Are

Fiera Capital is a global independent asset manager with an entrepreneurial culture and a clear vision: to deliver disciplined, high-conviction investment solutions that create lasting value for our clients. From our Canadian roots to a global firm, we are defined by deep investment expertise, an ownership mindset, and enduring client partnerships.


Our actions are guided by our core values: we lead with integrity, think critically, act decisively, innovate with purpose, collaborate with intent, and adapt with agility.


We are committed to building a purpose-driven, performance-oriented culture where our employees are supported to grow, contribute, and excel.

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)

Additional Information:

  • Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.

What we offer:

At Fiera Capital, we believe in investing in our people. Here are some of the benefits you can enjoy:

  • Wellness Account to support your physical, mental, and financial well-being.
  • Learning & Development support through reimbursement of eligible certifications and professional development programs.
  • Employee Share Purchase Plan (ESPP) with employer matching to help you build long-term financial value.
  • Performance-Based Rewards through competitive bonus and commission opportunities.
  • Telemedicine Access for convenient healthcare and mental health support.
  • Summer Schedule Program offering additional flexibility, including reduced Friday hours during the summer month

For roles based in Quebec (Montreal and Laval), proficiency in spoken and written French is required. A working knowledge of English is also necessary to collaborate with our global teams and clients.


At Fiera Capital, we believe our people are our greatest strength. We are committed to fostering an inclusive and equitable workplace where everyone can grow, contribute, and reach their full potential. We are proud to be an equal opportunity employer and welcome applications from candidates of all backgrounds. We do not tolerate any form of discrimination or harassment.


All employment decisions, including hiring and promotions, are based on merit, skills, performance, and business needs. Accommodations are available upon request throughout the recruitment process.


To protect your information, please note that Fiera Capital uses a secure platform to collect sensitive information during the hiring process.


We thank all applicants for their interest; however, only those selected for an interview will be contacted.

More about this job

Responsibilities

The analyst will calculate and validate investment performance results for global mandates and funds in adherence to GIPS standards. They will also ensure data quality through rigorous controls and contribute to the continuous improvement of performance reporting workflows.

Requirements

Candidates must hold a bachelor's degree in finance, statistics, or a related field and possess at least one year of relevant financial services experience. Proficiency in SQL and Microsoft Excel is required, along with strong attention to detail and excellent communication skills.

Skills

  • Performance measurement
  • GIPS compliance
  • Data validation
  • Financial reporting
  • Asset class analysis
  • SQL
  • Microsoft Excel
  • Investment operations
  • Portfolio administration
  • Data management
  • Risk management
  • Communication skills
  • Attention to detail
  • Problem-solving
  • Financial analysis

Benefits

  • Wellness account
  • Learning and development support
  • Employee share purchase plan
  • Performance-based rewards
  • Telemedicine access
  • Summer schedule program

Visa sponsorship

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Categories

  • Finance & Accounting
  • Data & Analytics
  • Management & Leadership
  • Administrative

Keywords

  • Global Investment Performance Standards
  • GIPS
  • Asset management
  • Public markets
  • Private markets
  • NAV
  • Time weighted returns
  • Portfolio management
  • Data validation
  • Financial services
  • SQL
  • Microsoft Excel
  • CFA
  • CAIA
  • FRM
  • CIPM
  • Investment reporting
  • Compliance
  • Operations
  • Performance attribution
  • Institutional distribution
  • Private wealth
  • Fund administration
  • Data management
  • Security level data
  • Account level data
  • Workflow optimization
  • Financial analysis
  • Investment risk
  • Asset classes

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