Intern, Unitholder Recordkeeping

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:

Under the supervision of the Manager, Unitholder Recordkeeping, the Intern, Unitholder Recordkeeping will be part of a growing team within a global organization focused on facilitating the internal and external recordkeeping of unitholder transactions across all of Fiera’s Canadian pooled funds. The role will be exposed to a vast range of public and private markets funds with a multitude of investment strategies (fixed income, equity, alternative investments, etc.). 
In collaboration with members of their team, the role will participate in the implementation of continuous process improvement and business procedure initiatives. The position will be part of a dynamic global team with investment fund businesses in various jurisdictions that is striving to implement industry best practices and drive improvement across the organization. 

Your Responsibilities:

• Support and maintain the end-to-end trading process for all of Fiera’s Canadian pooled funds by coordinating new account set ups, fund trade transaction flow and manage third-party investor recordkeeper relationship to ensure success

• Facilitate wires and cash flows from multiple custodians to / from our fund business and ensure all cash settles on time

• Reconcile all positions and transactional data between Fiera’s internal book of record and the Recordkeeper.

• Provide guidance and expertise for inquires pertaining to unitholder records, received from various internal teams

• Participate in various cross-functional projects aimed at optimizing processes and executing firm/industry/regulatory changes

• Develop enhanced procedures for a growing global business

• Exercise sound judgement in the application of procedures and controls

• Understand where department fits into the organization and general understanding of other functional teams

Must have requirements to be successful in this role:

• Currently pursuing a Bachelor’s degree in Accounting, Finance, Economics, or a related field

• Interest in investment operations, portfolio administration, or asset management

• Organizational skills and demonstrated ability to manage competing priorities

• Results oriented with a strong capacity to work under pressure with tight deadlines

• Ability to work independently and interact effectively in a group environment

• Willingness to learn and contribute to process improvement

• Clear verbal and written communication skills

• Positive team attitude and ability to work effectively in a fast-paced environment

• Excellent knowledge of Microsoft Office

• Bilingualism (French and English), spoken and written is a strong asset . French is required for Montreal-based candidates. 

Additional Information:

• Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.

• Position Opening Reason : Internship

#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.