Senior Analyst: Valuation & Analytics + AI

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

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.