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Senior Analyst, Recordkeeping and Market Events

October 14 2021
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial services, Bank, Insurance, Financial Services, Trading, Asset management
Toronto, ON

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:

Under the supervision of the Director, Information and Business Solutions, the Analyst will build and maintain strong relationships with professionals across the broader Client Service, CIO, Portfolio Managers and Investment Operations departments and with external, custodians, 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 solve 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;
  • Coordinate new account setup and ongoing maintenance with the Fiera funds recordkeeper;
  • Interact with the different client custodians ensuring all unitholder transactions are reconciled and processed in their accounts;
  • Compile and communicate to portfolio managers the net cash flows for the different Fiera Capital funds along with netting settlements with the different client custodians;
  • Communicate and coordinate with the Fiera Capital portfolio management teams all mandatory and voluntary corporate actions affecting all Fiera managed mandates;
  • Coordinate the processing of all corporate actions with all client custodians ensuring timely and consistent processing;
  • Compile and coordinate with the portfolio management teams all proxy voting instructions ensuring all shares are voted as per the portfolio management team’s decisions;
  • Setup and maintain security master files in all internal systems when requested from the different portfolio management teams adhering to very short service level timelines;
  • Execute various tasks related to special assignments and projects;
  • Report transactional statistics daily;
  • Assist the Manager with different administrative tasks as required;
  • 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, corporate actions 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;
  • Bilingualism (French and English), spoken and written.

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