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Supports portfolio administration across investment mandates by calculating cash balances, reconciling cash, transactions, and positions, entering transactions, resolving discrepancies, preparing reports, and maintaining data accuracy. The role collaborates with portfolio managers, traders, custodians, counterparties, auditors, and service providers. It also contributes to process improvements, system testing, special projects, and service-level governance. The position requires 1–3 years of relevant portfolio operations or reconciliation experience and is hybrid with four in-office days weekly.

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.

Provides personalized service to private wealth clients, supports portfolio management and investment transactions, assists with client onboarding and account maintenance, prepares investment policy statements and reporting packages, coordinates compliance documentation, maintains CRM records, and supports Investment Counsellors with client communications, business development, and administrative tasks.

The Analyst will calculate and validate investment performance results, ensuring data quality and supporting client reporting processes.

Support portfolio managers and traders with day-to-day account management, trade allocation/booking, cash tracking, client communications, reporting, and system updates. Assist with market analysis and respond to client queries while ensuring portfolios follow guidelines and firm strategies.

Leads business operations for Fiera Capital’s Canadian Private Wealth platform. Responsibilities include developing the operational roadmap, driving strategic projects, managing vendors and custodians, overseeing regulatory governance and client administration, resolving trading and billing issues, and governing systems and data integrity. The role partners across operations, technology, trading, compliance, finance, and client service to improve scalability, risk management, client experience, and operational performance.

Supports sales enablement and business development by coordinating investment proposals, RFPs, DDQs, questionnaires, and finalist presentations. Maintains proposal, consultant, and opportunities databases; responds to consultant inquiries; supports content governance and peer reviews; and partners with investment specialists to communicate strategies clearly. The role requires strong writing, editing, analytical, organizational, project management, and interpersonal skills in a deadline-driven environment.

Supports fundraising and investor relations for Fiera Capital’s private corporate debt platform. Responsibilities include researching prospective investors, preparing RFPs and marketing materials, coordinating diligence and fundraising projects, managing client servicing, producing portfolio analytics and quarterly reports, organizing investor meetings and conferences, maintaining data rooms, and responding to institutional investor inquiries. The role partners with sales, distribution, consultants, and investment teams, with increasing involvement in direct sales over time.

Serve as strategic HR partner to executives across Canada and the US, advising on organization design, workforce planning, change management, employee relations, performance management, and talent development. Lead implementation of HR programs, drive succession planning and leadership development, use HR analytics for people strategies, and manage and coach a small HR team to strengthen consulting capabilities and business alignment.

Lead business development for Fiera Capital Private Markets in Canada: develop and execute sales strategy, generate pipeline with institutional and intermediary clients, manage relationships, support cross-selling and due diligence, produce business intelligence and reporting, represent the firm at industry conferences, and collaborate with internal teams to drive capital formation and revenue growth.