Senior Analyst, Valuation & Analytics — Hybrid & AI-Driven

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.