Senior Analyst, Valuation & Analytics

Posted 12 Days Ago
Be an Early Applicant
Montréal, QC, CAN
Hybrid
Senior level
Financial Services
The Role
Supports fair value determination, financial modeling, performance measurement, investor reporting, valuation audits, and fundraising analyses for private investments. Develops dashboards, automated reporting templates, validation controls, and AI-enabled workflows using tools such as Power BI and Microsoft Copilot. Collaborates with investment, finance, investor relations, auditors, and external valuation specialists while enhancing governance, reporting quality, and operational processes.
Summary Generated by Built In

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.

Skills Required

  • 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
  • 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
  • Ability to assess and validate AI-generated information
  • Fluency in written and spoken English and French
  • Master's degree or MBA
  • CBV, CFA, or progress toward a professional designation
  • Experience with Capital IQ, PitchBook, Bloomberg, FactSet, or similar platforms
  • Familiarity with Python, VBA, Power Query, SQL, Power Automate, or similar technologies
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The Company
Dayton, OH
896 Employees

What We Do

Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 174.5 (USD 139.7) billion in assets under management as of March 31, 2022. The Company delivers customized and multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. Fiera Capital's depth of expertise, diversified investment platform and commitment to delivering outstanding service are core to our mission of being at the forefront of investment management science to create sustainable wealth for clients. Fiera Capital trades under the ticker FSZ on the Toronto Stock Exchange. Headquartered in Montreal, Fiera Capital, with its affiliates in various jurisdictions, has offices in over a dozen cities around the world, including New York (U.S.), London (UK), and Hong Kong (SAR). Fiera Capital Corporation does not provide investment advisory services, or offer investment funds, in the United States or to U.S. persons. In the U.S., asset management services are provided by the Firm’s U.S. affiliates, including Fiera Capital’s U.S. division, Fiera Capital Inc., which is registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Additional information about Fiera Capital Corporation, including the Firm's annual information form, is available on SEDAR at www.sedar.com. Additional information about Fiera Capital’s U.S. division is available in its annual Form ADV at www.sec.gov/iard. For important disclosures related to Fiera Capital, please visit: www.fieracapital.com/en/legal-notice For important disclosures related to Fiera Capital’s US division, please visit: us.fieracapital.com/important-disclosures/#goto-social-media-disclosures

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