Specialist, Client Onboarding and Operational Support

At Fiera Capital

We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:

• Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.
• Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career.
• Your Rewards & Recognition: We deeply value our people and their contributions and that’s reflected in our competitive compensation and benefits packages and our collaborative culture.
• Your Wellness Your Way: We strive to create a healthy work environment and we offer programs designed to support our employees’ wellbeing.

What we are looking for:

Under the supervision of the Manager, Client Experience and Account Services, the Specialist will build and maintain strong relationships with professionals across the broader Client Service and Investment Operations departments and with external transition managers, prime brokers, custodians, counterparties, system vendors and fund administrators.

The ideal candidate has a proven ability to work with very tight deadlines and a high degree of analytical skills to problem solving in a complex setting. The role is aimed at someone who can work in a fast-paced operational environment, must be innovative and flexible in responding to numerous clients’ demands. Additionally, the candidate will actively participate in identifying opportunities for enhancing and streamlining existing departmental controls, processes and reporting both with internal and external business partners.

Your responsibilities:

• Actively align, participate and contribute to the goals and objectives of the firm; including the transformation of our technology and operational platform within a global operating environment.

• Analyze, plan and execute various tasks associated with assets transfers, account openings, closing and restructuring by coordinating with various internal and external parties and executing them in a timely accurate manner;

• Coordinate with custodian for Fiera Capital pooled funds on all market account openings, completing documentation and working with internal groups to execute account creations;

• Monitor data integrity and accuracy of internal systems (i.e., SS&C PACER, CASHMAN, EAGLE);

• Set-up system users and monitor batches, internal and external file uploads and execute various jobs daily and advise all parties concerned if there are any issues;

• Execute daily cash management and reconciliation controls;

• Prepare monthly, quarterly and ad-hoc reporting for internal and external clients;

• Work in collaboration with the Portfolio Administration teams and with the Trade Unit team to streamline the processes by providing expertise, knowledge, direct assistance and guidance. Act as an escalation point to ensure outstanding issues are handled and resolved in a timely manner;

• Ensure the maintenance and support of the databases and systems used by the department;

• Assist in the review of existing controls and updating team procedures;

• Execute various tasks related to special assignments and projects; and,

• Assist the Manager with different administrative tasks as required.

• Create innovative solutions to:

  • Identify opportunities to improve process and procedures to meet industry best practices;

  • Participate in different improvement initiatives as they relate to the trading and administration of Fiera Capital strategies;

  • Develop close relationships with the different external intermediaries to foster the integration of all client reporting;

  • Participate in cross-functional teams to ensure all relevant integration tasks are completed.

Must have requirements to be successful in this role:

• Bachelor’s degree in Finance, Business or Commerce related field.

• Canadian Securities Course (asset).

• Minimum 2-3 years experience in investment management industry, preferably with a focus on account on-boarding, asset transfers, account market openings and various aspects of investment manager operations;

• Strong knowledge of and familiarity with investment management industry and funds administration;

• Strong analytical skills for problem resolution;

• Organizational skills and demonstrated ability to manage competing priorities;

• Results oriented with a strong capacity to work under pressure with tight deadlines;

• Excellent interpersonal and client servicing skills;

• Ability to work independently and interact effectively in a group environment;

• Diligence, diplomacy and discretion to handle information which is confidential by nature;

• Excellent knowledge of MS Office; and,

• Bilingualism (French and English), spoken and written.

Additional Information:

• Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.

For all positions in Quebec (Montreal and Laval), proficiency in French, both spoken and written, is mandatory. Working English proficiency is also required in order to serve our offices and clients around the world. 

Fiera Capital subscribes to the principle of employment equity. Our staff is our most valuable asset, and our goal is to create an inclusive and equitable environment where everyone can achieve their true potential.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, or on the basis of disability, genetic information or any other federal, state, or local protected class. Fiera Capital will not tolerate any form of discrimination or harassment.

All staffing decisions, including hiring and promotion decisions, will be based on merit, skills, performance, and business needs. We are pleased to receive applications from qualified individuals from a variety of backgrounds. Job applicants who are individually selected for an interview will be notified that accommodations are available upon request. If a selected participant requests accommodation, Fiera Capital shall consult with the applicant and provide, or arrange for the provision of, suitable accommodation in a manner that considers the applicant’s accessibility needs due to disability.

Please stay vigilant and never share personal or confidential information during this hiring process, unless it is through Mintz Global Screening, the secure platform we use to exchange such information. If in doubt, or if you think you have been a victim of fraudulent manoeuvres during your hiring process, please contact us.

Please note that job titles indicated in job postings may differ from internal job titles. Accordingly, offers of employment may not reflect job titles indicated in job postings.

We thank all applicants for their interest in a career with Fiera Capital. We will only contact those selected for an interview.