Analyste, Mesure des rendements mondiaux (Montreal)

The Global Performance team is one of the four pillars within Fiera Capital’s Global Operations, alongside Portfolio Administration, Fund Administration and Data Management. The team supports a broad and often complex range of investment strategies, fund structures and asset classes in the Public Markets business segment in Canada, the U.S. and the UK, as well as through feeder funds for Private (Alternative Investment) Markets.

Global Operations teams work in a highly collaborative and fast‑paced environment where attention to detail, operational risk management and client focus are essential. The Global Performance team plays a critical role in supporting the investment and client reporting process through the calculation and validation of performance results at the strategy, composite, mandate and client levels in adherence to the Global Investment Performance Standards (GIPS).

The Analyst, Global Performance Measurement will create, validate, and deliver timely performance reports and analysis, supporting the investment and client reporting process in accordance with GIPS.

Responsibilities

• Calculate asset‑class time‑weighted returns, NAV‑based fund and share‑class returns for global mandates, funds and strategies.
• Ensure data quality through various controls and data validations.
• Partner with team members to remediate security and account‑level data issues.
• Run validations of daily performance data shared within the firm.
• Perform month‑end validations to ensure correct return calculations for both fund and client reporting.
• Contribute to the continuous improvement of the Global Performance workflows and processes.
• Assist with ad‑hoc requests and develop effective working relationships with other teams within operations.

Qualifications

• Bachelor’s degree in finance, statistics, business or a related field; an advanced degree or relevant certifications (e.g., CFA, CAIA, FRM, CIPM) preferred.
• Minimum of 1 year of relevant experience in the financial services industry.
• High attention to detail and accuracy in a high‑volume work environment.
• Experience implementing efficient workflows, process improvements and controls.
• Strong Microsoft Excel and SQL capabilities.
• Knowledge of all asset classes and market performance and attribution methodologies and best practices is an asset.
• Working knowledge of GIPS and regulatory requirements in the investment industry is an asset.
• Excellent verbal and written communication skills.
• Bilingual in French and English.