Analyst, Global Performance Measurement

Fiera Capital•Montreal, QC

1d•Hybrid

About The Position

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.

Requirements

Bachelor’s degree in finance, Statistics, Business, or a related field
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
Excellent verbal and written communication skills
Bilingual (French and English)

Nice To Haves

advanced degree or relevant certifications (e.g., CFA, CAIA, FRM, CIPM) preferred
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

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