Business Analyst, Client Reporting

November 25, 2021

Job ID#: 977

Location: Montreal, QC

Second Location: Toronto, ON

Schedule: Full-time

Employment Type: Permanent

With approximately CAD 179.5 billion in assets under management as of June 30 2021, Fiera Capital, an independent firm, is one of Canada’s leading investment managers. We deliver customized 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. We strive to be at the forefront of investment-management science, and we are passionate about creating sustainable wealth for clients. Fiera Capital is recognized for our talented people. Our teams collaborate and seek to draw on the global industry’s most innovative and diverse offerings to craft strategies that meet the needs of any client, anywhere they are located.

Why join Fiera Capital:

  • Inclusive workplace and diverse background of employees
  • Growth and development opportunities
  • Entrepreneurial industry-leading company with a purposeful mission
  • Flexible work arrangements, competitive compensation and benefits
  • Collaborative approach, innovative and culture of integrity
  • Ambitious organization who strives for excellence

What we are looking for:

Reporting to the Supervisor, Client Delivery Services and member of the Client Experience team, The Business Analyst is responsible to support the assessment, documentation, analysis of data and processes and provide recommendations. As someone who is data-driven and focused on continuous improvement, the Business Analyst will work closely with team members to advance the data readiness for a new Client Reporting tool and liaise with other teams to capture data requirements and establish data workflows. The incumbent will work with colleagues and partners to focus on end-to-end data process transformation and optimization that will drive a great client experience.

Your responsibilities:

  • Contribute to the development of an integrated view/plan for data & analytics, measurements, and controls that will be used in Client Reporting;
  • Analyze and assess stored procedures and structured and unstructured data to support the design and development of the new Client Reporting tool;
  • Develop an in-depth understanding of data flows from back and mid-office systems including trade, performance, risk into the Institutional client reporting database in order to assist in making appropriate recommendations and present results / findings;
  • Support the documentation and preparation of data for Institutional Client Reporting;
  • Test data accuracy and processes, and recommend solutions as part of project implementations;
  • Collaborate with partners across IT, Data Analytics, Performance and Client Reporting to understand, ask questions and propose/implement data/process solutions;
  • Play a role in analyzing data, processes, problem solving and idea generation to challenge the conventional view and influence the direction of progress;
  • Contribute to department and firm projects as a Client Experience data/operations expert across a variety of initiatives;
  • Collaborate with partners and actively leverage network to problem solve and expand own and others understanding and improvement of end-to-end client reporting process, data quality and technology, advancement of our clients’ experience.

Must have requirements to be successful in this role:

  • Undergraduate degree in Computer Science, Finance, Engineering or any other relevant field;
  • 2+ years in a financial services environment (asset management experience preferred);
  • Experience in manipulating, understanding, and organizing disconnected datasets;
  • Knowledgeable of Middle Office/Investment Operations’ policies and procedures, including but not limited to: trade support, cash management, fund administration, performance reporting and risk analysis, is preferred;
  • Intermediate to advanced experience with relational databases (i.e. SQL, MySQL);
  • Strong analytic and diagnostic skills;
  • Strong organizational skills and project experience;
  • Must be innovative and flexible in responding to a rapidly changing environment.

Please submit your resume in case of interest. 

The use of masculine is for the sole purpose of lightening the text and refers to both women and men.

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

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and 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, a suitable accommodation in a manner that takes into account the applicant’s accessibility needs due to disability.

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

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