Chef(-fe), Administration de portefeuilles canadiens et soutien aux opérations nord-américaines

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:

Reporting to the SVP, Global Head of Operations, the Head, Portfolio Administration Canada and North American Trade Support is an exceptional and collaborative leader that is responsible for the portfolio administration functions in Canada plus the North American trade support team. He/she will work closely with other functional heads inside and out of Global Operations to manage the product offerings and to lead, analyze, develop and implement solutions towards new products and investment strategies, internal risk and control enhancements, workflow optimization and reporting capabilities. This person is a hands-on subject matter expert in their field with a proven track record of being able to develop and execute through their team as well as navigate effectively within a global firm. As a trusted business partner, this person must be client and solution focused.

About the team

Portfolio Administration is one of the four pillars within Fiera Capital’s Global Operations, alongside Fund Administration, Data Management and Performance Measurement. While predominantly focused on the Public Markets business segment in Canada, the U.S. and the UK, Global Operations administer a broad and often complex range of investment strategies, fund structures and asset classes in support of the Institutional, Financial Intermediary and Private Wealth distribution channels. Private (Alternative Investment) Markets is also supported but mainly through the use of feeder funds (fund of funds). Global Operations teams work in a highly collaborative and fast-paced environment whereby attention to detail, operational risk, and client focus are must-have traits.

The Portfolio Administration teams play a critical role in supporting the investment and client reporting process through the maintenance of an accurate Investment Book of Record (IBOR) which is achieved via the following sub functions: Trade Support, Cash Administration, Reconciliation, and Transitions & Operational Support. The teams work closely with multiple key internal stakeholders, including our Public and Private Markets’ portfolio management and trading teams, the various distribution and client facing teams, Technology, Compliance, Internal Controls, Vendor Governance and other Global Operations teams.

Your responsibilities:

• Provides functional support and leadership across a wide spectrum of investment operation teams and competencies
• Identifies, designs, implements and maintains KRIs / KPIs to assist in the management of internal teams, deliverables and key vendors
• Manages key vendor and custodian relationships, associated budgets as assigned with vendor governance best practices
• Continuously assesses the strength and efficiency of operational controls and leads the design and implementation of operational enhancements
• Collaborates with the various investment, distribution, operations and other teams to understand emerging business and product needs and translates them into solutions
• Builds a high performing team of leaders and executors capable of delivering on the needs of the business today and for the future
• Stays current on industry and regulatory trends and the evolving needs of our clients and partners.
• Provides for key investment systems support and solutions (OMS, IBOR, Recon, etc…)
• Works with cross-functional teams to develop innovative solutions to problems faced by the business units
• Plays a key role and/or acts as a SME in other assigned projects (system enhancements, business acquisitions, regulatory changes)
• Provides exceptional service when interacting with internal and external contacts
• Participates in working groups targeting industry and regulatory initiatives and best practices
• Empowers team members to participate in and lead high profile projects that will promote growth and effectiveness
• Continues to build, maintain and leverage a network of contacts at other financial industry firms and vendors
• Advocates on behalf of the team in any arena where they need a voice
• Exercises business acumen and sound judgement in representing the department with vendors and internal stakeholders
• Builds and maintain strong working relationships with internal (front- and back-office teams) to ensure shared success
• Participate when called upon to plan, lead and execute strategic initiatives such as acquisitions and divestitures
• Demonstrates a solid understanding of the asset management industry and other department functions, collaborating with other departments to bring solutions to fruition
• Establishes and maintains strong relationships with distribution, investment and operations teams to ensure client satisfaction and trust.
• Responds to client due diligence questionnaires and prospect RFPs; participates in presentations

Must have requirements to be successful in this role :

Education/ Accreditation

• Bachelor’s degree in accounting, finance, economics or other relevant fields
• Completion or pursuit of professional certifications, such as the CFA or CPA designations, is an asset.

Experience and specific skills

• 12+ years of Investment Operations experience in an asset manager / administrator setting with 7+ years of management experience
• Proven history of setting strategic goals and the tactical execution of said goals
• Strong stakeholder management capability
• Demonstrates a solid understanding of the asset management industry, other department functions and has the ability to collaborate with other departments to bring solutions to fruition
• Leads by example and is hands-on with his/her team in the execution of their deliverables
• Experience with project management and developing operational solutions
• Ability to work collaboratively and build solid relationships
• Self-motivated with continuous process improvement mindset
• Organized, methodical and detail oriented
• Exceptional verbal and written communication skills and ability to present complex concepts
• Self-motivated individual who can adjust to changing priorities
• High attention to detail, and accuracy, within a high-volume work environment
• Excellent working knowledge of complex investment products (FX, Futures, Options, Credit and Interest Rate Derivatives, Repos and Bond Forwards) as well as P&L and cash analysis on those products
• Excellent working knowledge of alternative investments including private loans, LPs and third-party funds
• Fundamental understanding of how Investment Managers operate and interact with Counterparties and Custodians
• Demonstrated analytical thinking, experience resolving operational issues and strong problem resolution skills
• Ability to prioritize multiple responsibilities to meet internal and external deadlines
• Proven continuous process improvement mindset and positive team attitude
• Experience and demonstrated skills with Excel, VBA and Excel macros is an asset

Additional Information:

• Fiera Capital adheres to a hybrid working environment with 3 days in-office per week

#LI-Hybrid

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.