Associate Director, Private Debt Product Specialist
Top Benefits
About the role
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:
As the Private Debts’ platform continues to expand, the Corporate Debt team is seeking to add a Private Debt Product Specialist, dedicated to expanding investor awareness of the PD offerings. The incumbent will support and enhance capital raising efforts, while improving communication channels between the firm’s enterprise-level Sales and Distribution teams.
This position reports to a Managing Director in Corporate Private Debt. The Managing Director focuses on capital raising, portfolio management, and is an investment committee member. The Private Debt Product Specialist will support the MD as they enhance and expand institutional relationships with existing and prospective investors on behalf of the Private Debt platform. The Product Specialist will drive the firm's client services function, facilitating efforts to provide excellent coverage and servicing to the Private Debt client base of institutional investors, while concurrently, anticipating and responding to the variety of needs and inquiries of major Canadian investors.
Your responsibilities:
- Support capital raising efforts for the Corporate Debt team by researching and compiling targeted LP and consultant lists, and by crafting product messaging for enterprise sales’ teams;
- Stay atop of industry trends and events, evaluating and subsequently, determining which professional conferences and summits to attend;
- Manage and coordinate the Private Debt team’s project management functions, including all proposal and diligence activities; ensuring that the firm accomplishes its objectives within prescribed deadlines. Support fundraising efforts for a flagship fund which the final closing taking place in approximately one year, with a capital target of approximately* $1 billion;
- Provide project management and sales support for a second Private Debt Fund, for its second close;
- Over time, and with continued success, the Private Debt Product Specialist will become increasingly more involved with direct sales. To be a strong cultural fit, this person must be intelligent, highly driven, and team-oriented, bringing a collaborative approach to client development and management.
Additional responsibilities include:
-
Investor Relations
- Support the Corporate PD team’s existing client relationships and plan biannual client meetings; providing consistent and regular updates to clients on fund performance and investment activity
- Provide seamless client servicing throughout the onboarding and subscription agreement process; client communications, quarterly meetings, Limited Partner Advisory Committee (LPAC) meetings and preparation for the Annual General Meeting (AGM) and ESG surveys
- Performing in-depth portfolio analytics and benchmarking
- Act as the main point-of-contact for the wider firm, responding to client inquiries; answering sophisticated and complex questions from the LPs, through communicating product details and leveraging knowledge of the underlying assets
-
Communications & PR
- External communications, including website, press releases, social media, and strategic plan for external events (conferences, sponsorships, etc.)
- Accountable for the completion of qualitative and quantitative data for Request For Proposals (RFP)
- Consolidate and coordinate the materials to be leveraged for internal training purposes
-
Fundraising
- Oversee and support the enterprise-level distribution teams; monitor the progression of fundraising and the available pipeline of capital
- Assist with planning and organization of due diligence meetings
- Collaborate with internal cohorts on overarching strategy and when required, the sourcing of the identification of prospective investors
- Coordinate with investment consultants on the PD product offerings
-
Marketing
- Development and creation of new marketing materials and the updating of existing resources - brochures, investor pitchbook, factsheets and case studies
- Organize conferences and prepare materials for panels
- Manage and maintain accuracy of the data room
- Draft white papers to further promote the firm’s products and to educate investors and consultants.
Must have requirements to be successful in this role:
- Bachelor’s degree in economics, business or equivalent; CFA and / or MBA greatly preferred
- 3 to 5 years of work experience with an alternative’s investment manager (preferably in fixed income/credit), a 3rd-party investment advisory/consultant or an LP
- Capital markets knowledge; a passion for PD alternatives, with a familiarity of the underlying asset base
- Experience with best practice strategies for marketing, communications and material production; delivering of a uniform and competitive message to the firm’s investor base
- Agility with Excel and PowerPoint, leveraging exceptional research capabilities and a creative mindset
- Self-motivated; an entrepreneurial spirit driven to complete tasks in an accurate and timely manner
- A low-ego and collaborative team player; is comfortable to support team efforts from behind the scenes
- Intuitive and resourceful, with excellent organizational skills and the ability to work autonomously
- High attention to detail, and ability to work across functional groups and build consensus
- Superior interpersonal skills; collaborative and proactive to participate in a knowledge-sharing culture
- Poised and polished communication skills; bilingual EN/FR preferred but not required
- Ability to travel occasionally, as required
#LI-Hybrid
For all positions in Quebec (Montreal and Laval), proficiency in French, both spoken and written, is mandatory. Working English proficiency is also required in order to serve our offices and clients around the world.
Fiera Capital subscribes to the principle of employment equity. Our staff is our most valuable asset, and our goal is to create an inclusive and equitable environment where everyone can achieve their true potential.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, or on the basis of disability, genetic information or any other federal, state, or local protected class. Fiera Capital will not tolerate any form of discrimination or harassment.
All staffing decisions, including hiring and promotion decisions, will be based on merit, skills, performance, and business needs. We are pleased to receive applications from qualified individuals from a variety of backgrounds. Job applicants who are individually selected for an interview will be notified that accommodations are available upon request. If a selected participant requests accommodation, Fiera Capital shall consult with the applicant and provide, or arrange for the provision of, suitable accommodation in a manner that considers the applicant’s accessibility needs due to disability.
Please stay vigilant and never share personal or confidential information during this hiring process, unless it is through Mintz Global Screening, the secure platform we use to exchange such information. If in doubt, or if you think you have been a victim of fraudulent manoeuvres during your hiring process, please contact us.
Please note that job titles indicated in job postings may differ from internal job titles. Accordingly, offers of employment may not reflect job titles indicated in job postings.
We thank all applicants for their interest in a career with Fiera Capital. We will only contact those selected for an interview.
About Fiera Capital
Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 165.5 billion in assets under management as of September 30, 2024. The Company delivers customized and multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. Fiera Capital's depth of expertise, diversified investment platform and commitment to delivering outstanding service are core to our mission of being at the forefront of investment management science to create sustainable wealth for clients.
Fiera Capital trades under the ticker FSZ on the Toronto Stock Exchange.
Headquartered in Montreal, Fiera Capital, with its affiliates in various jurisdictions, has offices in over a dozen cities around the world, including New York (U.S.), London (UK), and Hong Kong (SAR).
Fiera Capital Corporation does not provide investment advisory services, or offer investment funds, in the United States or to U.S. persons. In the U.S., asset management services are provided by the Firm’s U.S. affiliates, including Fiera Capital’s U.S. division, Fiera Capital Inc., which is registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Additional information about Fiera Capital Corporation, including the Firm's annual information form, is available on SEDAR at www.sedar.com. Additional information about Fiera Capital’s U.S. division is available in its annual Form ADV at www.sec.gov/iard.
For important disclosures related to Fiera Capital, please visit: www.fieracapital.com/en/legal-notice
For important disclosures related to Fiera Capital’s US division, please visit: us.fieracapital.com/important-disclosures/#goto-social-media-disclosures
Associate Director, Private Debt Product Specialist
Top Benefits
About the role
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:
As the Private Debts’ platform continues to expand, the Corporate Debt team is seeking to add a Private Debt Product Specialist, dedicated to expanding investor awareness of the PD offerings. The incumbent will support and enhance capital raising efforts, while improving communication channels between the firm’s enterprise-level Sales and Distribution teams.
This position reports to a Managing Director in Corporate Private Debt. The Managing Director focuses on capital raising, portfolio management, and is an investment committee member. The Private Debt Product Specialist will support the MD as they enhance and expand institutional relationships with existing and prospective investors on behalf of the Private Debt platform. The Product Specialist will drive the firm's client services function, facilitating efforts to provide excellent coverage and servicing to the Private Debt client base of institutional investors, while concurrently, anticipating and responding to the variety of needs and inquiries of major Canadian investors.
Your responsibilities:
- Support capital raising efforts for the Corporate Debt team by researching and compiling targeted LP and consultant lists, and by crafting product messaging for enterprise sales’ teams;
- Stay atop of industry trends and events, evaluating and subsequently, determining which professional conferences and summits to attend;
- Manage and coordinate the Private Debt team’s project management functions, including all proposal and diligence activities; ensuring that the firm accomplishes its objectives within prescribed deadlines. Support fundraising efforts for a flagship fund which the final closing taking place in approximately one year, with a capital target of approximately* $1 billion;
- Provide project management and sales support for a second Private Debt Fund, for its second close;
- Over time, and with continued success, the Private Debt Product Specialist will become increasingly more involved with direct sales. To be a strong cultural fit, this person must be intelligent, highly driven, and team-oriented, bringing a collaborative approach to client development and management.
Additional responsibilities include:
-
Investor Relations
- Support the Corporate PD team’s existing client relationships and plan biannual client meetings; providing consistent and regular updates to clients on fund performance and investment activity
- Provide seamless client servicing throughout the onboarding and subscription agreement process; client communications, quarterly meetings, Limited Partner Advisory Committee (LPAC) meetings and preparation for the Annual General Meeting (AGM) and ESG surveys
- Performing in-depth portfolio analytics and benchmarking
- Act as the main point-of-contact for the wider firm, responding to client inquiries; answering sophisticated and complex questions from the LPs, through communicating product details and leveraging knowledge of the underlying assets
-
Communications & PR
- External communications, including website, press releases, social media, and strategic plan for external events (conferences, sponsorships, etc.)
- Accountable for the completion of qualitative and quantitative data for Request For Proposals (RFP)
- Consolidate and coordinate the materials to be leveraged for internal training purposes
-
Fundraising
- Oversee and support the enterprise-level distribution teams; monitor the progression of fundraising and the available pipeline of capital
- Assist with planning and organization of due diligence meetings
- Collaborate with internal cohorts on overarching strategy and when required, the sourcing of the identification of prospective investors
- Coordinate with investment consultants on the PD product offerings
-
Marketing
- Development and creation of new marketing materials and the updating of existing resources - brochures, investor pitchbook, factsheets and case studies
- Organize conferences and prepare materials for panels
- Manage and maintain accuracy of the data room
- Draft white papers to further promote the firm’s products and to educate investors and consultants.
Must have requirements to be successful in this role:
- Bachelor’s degree in economics, business or equivalent; CFA and / or MBA greatly preferred
- 3 to 5 years of work experience with an alternative’s investment manager (preferably in fixed income/credit), a 3rd-party investment advisory/consultant or an LP
- Capital markets knowledge; a passion for PD alternatives, with a familiarity of the underlying asset base
- Experience with best practice strategies for marketing, communications and material production; delivering of a uniform and competitive message to the firm’s investor base
- Agility with Excel and PowerPoint, leveraging exceptional research capabilities and a creative mindset
- Self-motivated; an entrepreneurial spirit driven to complete tasks in an accurate and timely manner
- A low-ego and collaborative team player; is comfortable to support team efforts from behind the scenes
- Intuitive and resourceful, with excellent organizational skills and the ability to work autonomously
- High attention to detail, and ability to work across functional groups and build consensus
- Superior interpersonal skills; collaborative and proactive to participate in a knowledge-sharing culture
- Poised and polished communication skills; bilingual EN/FR preferred but not required
- Ability to travel occasionally, as required
#LI-Hybrid
For all positions in Quebec (Montreal and Laval), proficiency in French, both spoken and written, is mandatory. Working English proficiency is also required in order to serve our offices and clients around the world.
Fiera Capital subscribes to the principle of employment equity. Our staff is our most valuable asset, and our goal is to create an inclusive and equitable environment where everyone can achieve their true potential.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, or on the basis of disability, genetic information or any other federal, state, or local protected class. Fiera Capital will not tolerate any form of discrimination or harassment.
All staffing decisions, including hiring and promotion decisions, will be based on merit, skills, performance, and business needs. We are pleased to receive applications from qualified individuals from a variety of backgrounds. Job applicants who are individually selected for an interview will be notified that accommodations are available upon request. If a selected participant requests accommodation, Fiera Capital shall consult with the applicant and provide, or arrange for the provision of, suitable accommodation in a manner that considers the applicant’s accessibility needs due to disability.
Please stay vigilant and never share personal or confidential information during this hiring process, unless it is through Mintz Global Screening, the secure platform we use to exchange such information. If in doubt, or if you think you have been a victim of fraudulent manoeuvres during your hiring process, please contact us.
Please note that job titles indicated in job postings may differ from internal job titles. Accordingly, offers of employment may not reflect job titles indicated in job postings.
We thank all applicants for their interest in a career with Fiera Capital. We will only contact those selected for an interview.
About Fiera Capital
Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 165.5 billion in assets under management as of September 30, 2024. The Company delivers customized and multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. Fiera Capital's depth of expertise, diversified investment platform and commitment to delivering outstanding service are core to our mission of being at the forefront of investment management science to create sustainable wealth for clients.
Fiera Capital trades under the ticker FSZ on the Toronto Stock Exchange.
Headquartered in Montreal, Fiera Capital, with its affiliates in various jurisdictions, has offices in over a dozen cities around the world, including New York (U.S.), London (UK), and Hong Kong (SAR).
Fiera Capital Corporation does not provide investment advisory services, or offer investment funds, in the United States or to U.S. persons. In the U.S., asset management services are provided by the Firm’s U.S. affiliates, including Fiera Capital’s U.S. division, Fiera Capital Inc., which is registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Additional information about Fiera Capital Corporation, including the Firm's annual information form, is available on SEDAR at www.sedar.com. Additional information about Fiera Capital’s U.S. division is available in its annual Form ADV at www.sec.gov/iard.
For important disclosures related to Fiera Capital, please visit: www.fieracapital.com/en/legal-notice
For important disclosures related to Fiera Capital’s US division, please visit: us.fieracapital.com/important-disclosures/#goto-social-media-disclosures