Analyst, Client Delivery Services Job in Montreal for Fiera Capital | Jobs.ca
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Analyst, Client Delivery Services

October 26 2021
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Data analyst, BI, Mining, AI, Data Business Analyst, Management accounting, Reporting Business Analyst, Sales, Business Development
Montreal, QC

With approximately CAD 179.5 billion in assets under management as of June 30 2021, Fiera Capital, an independent firm, is one of Canada’s leading investment managers. We deliver customized 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. We strive to be at the forefront of investment-management science, and we are passionate about creating sustainable wealth for clients. Fiera Capital is recognized for our talented people. Our teams collaborate and seek to draw on the global industry’s most innovative and diverse offerings to craft strategies that meet the needs of any client, anywhere they are located.

Why join Fiera Capital:

• Inclusive workplace and diverse background of employees
• Growth and development opportunities
• Entrepreneurial industry-leading company with a purposeful mission
• Flexible work arrangements, competitive compensation and benefits
• Collaborative approach, innovative and culture of integrity
• Ambitious organization who strives for excellence

What we are looking for:

The Analyst is responsible to produce the regularly scheduled reporting while promoting and strengthening the Client Reporting function through continuous improvement. The Analyst will manage enterprise-wide investment reference data and serve as the liaison with other lines of business (i.e. investment teams, performance & risk, client servicing, etc.) to capture their data requirements and problem solve reporting issues. The incumbent works closely with the Supervisor, Client Delivery Services to provide our clients and partners with proactive, personalized and high-caliber reports. The Analyst will also actively participate in high client-impact projects to deliver on the firm’s strategic plan to ensure timely delivery of reporting capabilities.

Your responsibilities:

  • Manage the day-to-day production of full, accurate and timely Monthly & Quarterly institutional client reports and Factsheets;
  • Actively participate in all phases of the Client Reporting change process. Play a key role in idea/enhancement generation while challenging the conventional view constructively and respectfully to influence the direction of progress;
  • Contribute to department and corporate projects as a Client Reporting & Investment Operations expert across a variety of client reporting initiatives;
  • Monitor and track performance, participate in implementing Client Reporting best practices and be a champion of change;
  • Provide support and training to the investment teams and other stakeholders on subjects related to Client Experience, especially Client Reporting;
  • Collaborate with partners and actively leverage network to problem solve and expand own and others understanding of end-to-end business process and technology.

Must have requirements to be successful in this role:

  • Undergraduate degree in Finance, Accounting, Logistics, Engineering or any other relevant field Experience;
  • 2+ years operational experience in a financial services environment;
  • Demonstrated ability to develop important relationships with internal & external partners;
  • Strong organizational skills and a detail-oriented working methodology;
  • Must be innovative and flexible in responding to a rapidly changing environment;
  • Ability to handle multiple tasks while maintaining high degree of accuracy and attention to details;
  • Knowledge of SQL for basic querying;
  • Knowledgeable of Middle Office/Investment Operations’ policies and procedures, including but not limited to: trade support, cash management, fund administration, performance reporting and risk analysis;
  • Superior level of interpersonal, influencing, teamwork and communication skills, both written and verbal.

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