Senior Analyst, Valuation & Analytics

fieracapital

Montreal (administrative region)

Hybrid

CAD 90,000 - 120,000

Full time

4 days ago

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Job summary

Fiera Capital, a global independent asset manager, is seeking a Senior Analyst, Valuation & Analytics to join the Comox Finance and Operations team in Montreal. You will contribute to the valuation of private investments and drive automation, AI-enabled improvements, and process enhancements.

Reporting to the Vice President, Valuation, you will work with investment professionals, finance teams, investor relations, external valuation specialists, and auditors to support valuation, performance

Qualifications

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.
Fluently bilingual (English and French) both written and oral.

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

Skills

Financial modeling

Valuation

Analytical skills

Bilingual English/French

AI validation knowledge

Education

Bachelor's degree in Finance or Accounting

Master's degree or MBA considered an asset

Tools

Capital IQ

PitchBook

Bloomberg

FactSet

Python

VBA

Power Query

SQL

Power Automate

Excel

PowerPoint

Teams/Microsoft 365

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.