Chef(-fe), Administration de portefeuilles canadiens et soutien aux opérati

at  Fiera Capital

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.

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 asse

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

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