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Senior Analyst, Valuation & Analytics

  • Montreal, QC, Canada

Full-time

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Job details

Job type
Full-time
Experience
3+ years of experience in valuation, transaction advisory, investment management, corporate finance, accounting, audit, consulting, or a related field.
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:

To support our continued growth, we are seeking a highly motivated Senior Analyst, Valuation & Analytics to join the Fiera Comox Finance and Operations team.

This is an exciting opportunity for a forward-thinking professional who is passionate about valuation, financial analysis, technology, and innovation. The successful candidate will contribute not only to the valuation of private investments but also to the continuous enhancement of valuation processes through automation, artificial intelligence, and operational improvement initiatives.

Reporting to the Vice President, Valuation, you will work closely with investment professionals, finance teams, Investor Relations professionals, external valuation specialists, and auditors to support the valuation, performance measurement, investor reporting, and fundraising support functions.


Your responsibilities:

Valuation & Financial Analysis

  • Support fair value determination across all private investment strategies.
  • Prepare quarterly and annual valuation reports and analyses.
  • Develop financial models and valuation analyses.
  • Research market, industry, transaction and macroeconomic data.
  • Prepare Valuation Committee materials and assist to Valuation Committee meetings.
  • Provide analytical support to investment teams.

Performance Measurement & Analytics

  • Calculate, review and analyze monthly, quarterly and annual performance metrics.
  • Support preparation, reconciliation and validation of performance information used in investor reporting and marketing materials.
  • Investigate performance results and identify key drivers of returns.
  • Enhance performance measurement processes, controls and reporting tools.
  • Assist with performance attribution and portfolio analytics.

Investor Reporting, RFPs & Business Development Support

  • Support Investor Relations and Business Development teams in responding to RFPs, DDQs and consultant surveys.
  • Prepare and validate financial, valuation, performance and portfolio information for prospective and existing investors.
  • Coordinate with investment, finance, accounting and operations teams to ensure accuracy and consistency of investor information.
  • Assist with investor presentations, fundraising materials and ad hoc analyses.
  • Respond to investor inquiries relating to valuation, performance and portfolio characteristics.

Technology, Automation & AI-Enabled Analytics

  • Leverage AI, automation and analytical tools to enhance workflows.
  • Use Microsoft Copilot, Power BI and similar technologies to improve research, analysis, reporting and workflow efficiency.
  • Develop automated reporting templates, dashboards and validation controls.
  • Evaluate emerging technologies and recommend practical applications.
  • Apply professional judgment and skepticism to validate AI-generated outputs.

Reporting, Governance & Audit Support

  • Coordinate external valuation audits.
  • Support valuation documentation, controls and governance procedures.
  • Contribute to reporting quality, process controls and continuous improvement.

Must have requirements to be successful in this role:

  • 3+ years of experience in valuation, transaction advisory, investment management, corporate finance, accounting, audit, consulting, or a related field.
  • Bachelor's degree in Finance, Accounting, or a related field.
  • Master's degree or MBA considered an asset. CBV, CFA, or progress toward a professional designation considered an asset.
  • Strong financial modeling, valuation and analytical skills.
  • Knowledge of fair value measurement and Canadian accounting standards.
  • Advanced proficiency with Microsoft Excel, PowerPoint, Teams and Microsoft 365.
  • Strong ability to assess and validate AI-generated information.
  • Experience with Capital IQ, PitchBook, Bloomberg, FactSet or similar platforms is an asset.
  • Familiarity with Python, VBA, Power Query, SQL, Power Automate or similar technologies is an asset.
  • Fluently bilingual (English and French) both written and oral.

Additional Information:

  • Our workplace model includes 4 days a week in the office, Monday through Thursday.


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 Senior Analyst will support fair value determination for private investment strategies and prepare comprehensive valuation reports and financial analyses. Additionally, the role involves enhancing performance measurement processes and leveraging AI and automation tools to improve reporting and workflow efficiency.

Requirements

Candidates must have at least 3 years of experience in valuation, investment management, or a related field, along with a bachelor's degree in Finance or Accounting. Proficiency in financial modeling, valuation techniques, and advanced Microsoft Office tools is required, with bilingualism in English and French.

Skills

  • Financial modeling
  • Valuation
  • Data analysis
  • Performance measurement
  • Automation
  • Artificial intelligence
  • Financial reporting
  • Investment analysis
  • Microsoft Excel
  • Power BI
  • Python
  • VBA
  • SQL
  • Power Query
  • Communication
  • Critical thinking

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
  • Consulting
  • Management & Leadership

Keywords

  • Valuation
  • Financial Analysis
  • Private Equity
  • Asset Management
  • Performance Measurement
  • Automation
  • Artificial Intelligence
  • Microsoft Copilot
  • Power BI
  • Capital IQ
  • PitchBook
  • Bloomberg
  • FactSet
  • Python
  • VBA
  • Power Query
  • SQL
  • Power Automate
  • Financial Modeling
  • Fair Value
  • Accounting Standards
  • Investor Relations
  • RFP
  • DDQ
  • Governance
  • Audit Support
  • Portfolio Analytics
  • CBV
  • CFA
  • Investment Management

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