Senior Analyst, Valuation & Analytics

Socket.dev; Montreal (administrative region); On-site; CAD 85,000 - 115,000; Full time

Benefits offered by this job

Wellness Account

Learning & Development

Employee Share Purchase Plan (ESPP)

Performance-Based Rewards

Telemedicine Access

Summer Schedule Program

Job summary

Fiera Capital is seeking a Senior Analyst, Valuation & Analytics to join the Finance and Operations team in Montreal. You will contribute to valuation of private investments and automate valuation processes using AI and modern analytics tools.

You will work with investment professionals, finance, investor relations, and auditors to support valuation, performance measurement, investor reporting, and fundraising.

Qualifications

• 3+ years in valuation, transaction advisory, investment management, corporate finance, accounting or related field.
• Bachelor's degree in Finance, Accounting or related field.
• Master's degree or MBA considered an asset; CBV/CFA or progress toward designation is a plus.
• Strong financial modeling, valuation and analytical skills.

Responsibilities

• 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 meetings.
• Provide analytical support to investment teams.
• Calculate, review and analyze monthly, quarterly and annual performance metrics.
• Support preparation, reconciliation and validation of performance information for investor reporting.
• Investigate performance drivers and enhance measurement processes and reporting tools.
• Assist with investor relations, RFPs and fundraising materials.
• Coordinate with teams to ensure accuracy of investor information.
• Develop automated reporting templates, dashboards and validation controls.
• Evaluate emerging technologies and apply AI-enabled analytics.

Skills

Financial modeling

Valuation

Analytical skills

Excel proficient

AI validation

Python

SQL

Bilingual English/French

Education

Bachelor's degree

MBA preferred

Professional designations asset

Tools

Capital IQ

PitchBook

Bloomberg

FactSet

Python

VBA

Power Query

SQL

Power Automate

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.

#LI-Hybrid

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.