Senior Specialist, Loan Monitoring & Operational Excellence

fieracapital; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

Fiera Capital in Toronto, Canada, seeks a Senior Specialist, Loan Monitoring & Operational Excellence, to support the Private Credit platform across Canada. You will oversee loan administration, monitoring, amortization, and reporting, partnering with Portfolio Management, Finance, Legal, Risk, Technology, and Operations.

You will drive process improvements, automation, and controls, maintain accurate loan records, perform reconciliations, and contribute to audit and regulatory reporting.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5–10 years in loan operations or private credit.
• Experience creating amortization schedules.
• Strong Excel and data validation skills.
• Knowledge of loan documentation and risk controls.

Responsibilities

• Administer and monitor a portfolio of private debt investments across Canada, ensuring compliance with loan agreements, lender requirements, and internal policies.
• Support funding activities, repayments, renewals, amendments, extensions, restructurings, and other loan servicing events.
• Maintain accurate and complete loan records within servicing and portfolio management systems.
• Perform reconciliations and data validation activities to support portfolio monitoring, reporting, and operational controls.
• Create, maintain, and update amortization schedules in accordance with approved loan terms and servicing instructions.
• Calculate, validate, and reconcile interest accruals, principal balances, payment allocations, and payoff amounts.
• Perform quality control reviews and maintain comprehensive audit trails supporting servicing and schedule modifications.
• Support audit, compliance, regulatory, and investor reporting requirements.
• Prepare operational reports, analyses, and documentation to support internal stakeholders and management decision-making.
• Collaborate with Operations, Portfolio Management, Finance, Legal, Risk, and Technology teams to ensure efficient execution of operational activities.
• Document, standardize, and continuously improve operational workflows, controls, and procedures.
• Identify opportunities to streamline processes through automation, technology enhancements, and artificial intelligence solutions.
• Participate in strategic system implementation and operational excellence initiatives.
• Serve as a backup resource for loan monitoring and servicing activities across the team.

Skills

Loan monitoring

Amortization schedules

Data validation

Automation ideas

Education

Bachelor's degree in Finance / Economics / related field

Tools

Excel

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:

The Senior Specialist, Loan Monitoring & Operational Excellence will play a key role in supporting Fiera Capital's Private Credit platform across Canada. This position is responsible for loan administration, monitoring and servicing activities, amortization schedule management, operational reporting, and continuous improvement initiatives. The successful candidate will work closely with Portfolio Management, Finance, Legal, Risk, Technology, and Operations teams to ensure the accuracy, compliance, and efficiency of loan servicing activities while contributing to the enhancement of operational processes and controls. This role is ideal for an analytical and detail-oriented professional with a passion for innovation, automation, and operational excellence.

Your responsibilities:

• Administer and monitor a portfolio of private debt investments across Canada, ensuring compliance with loan agreements, lender requirements, and internal policies.
• Support funding activities, repayments, renewals, amendments, extensions, restructurings, and other loan servicing events.
• Maintain accurate and complete loan records within servicing and portfolio management systems.
• Perform reconciliations and data validation activities to support portfolio monitoring, reporting, and operational controls.
• Create, maintain, and update amortization schedules in accordance with approved loan terms and servicing instructions.
• Calculate, validate, and reconcile interest accruals, principal balances, payment allocations, and payoff amounts.
• Perform quality control reviews and maintain comprehensive audit trails supporting servicing and schedule modifications.
• Support audit, compliance, regulatory, and investor reporting requirements.
• Prepare operational reports, analyses, and documentation to support internal stakeholders and management decision-making.
• Collaborate with Operations, Portfolio Management, Finance, Legal, Risk, and Technology teams to ensure efficient execution of operational activities.
• Document, standardize, and continuously improve operational workflows, controls, and procedures.
• Identify opportunities to streamline processes through automation, technology enhancements, and artificial intelligence solutions.
• Participate in strategic system implementation and operational excellence initiatives.
• Serve as a backup resource for loan monitoring and servicing activities across the team.

Must have requirements to be successful in this role:

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related discipline.
• 5 to 10 years of experience in loan operations, commercial banking, private credit, lending administration, or a related financial services environment.
• Experience supporting complex lending structures and loan servicing activities.
• Demonstrated experience creating, maintaining, and validating amortization schedules.
• Strong understanding of lending operations, loan accounting, interest calculations, and credit products.
• Experience working with loan servicing, portfolio management, or banking systems.
• Advanced proficiency in Microsoft Excel.
• Knowledge of operational controls, audit processes, and risk management principles.
• Strong understanding of lending documentation, including loan agreements, security documents, amendments, consents, intercreditor agreements, and private credit documentation.
• Excellent analytical, problem-solving, and organizational skills with exceptional attention to detail.
• Strong verbal and written communication skills and the ability to collaborate effectively across multiple stakeholder groups.
• Ability to work independently, prioritize competing deadlines, and exercise sound judgment.