As part of your responsibilities, you will be assigned the following duties across all strategies:
Quarterly Reporting
Assist with the preparation of investor‑facing materials, including quarterly fact sheets, reports, and investor presentations.
Maintain and update performance databases and supporting analytics to ensure data accuracy and consistency across reporting
Support updates to website content related to investment strategies, performance, and required disclosures
Coordinate updates across strategies to ensure consistency, accuracy, and alignment of messaging and disclosures
Annual Reporting
Assist in the preparation, review, and ongoing maintenance of Private Placement Memorandums (PPMs) and Due Diligence Questionnaires (DDQs)
Investor & Business Development Support
Support investor inquiries, and onboarding activities, and sales team requests as needed
Contribute to RFP, DDQ, and RFI responses, including drafting and reviewing content, managing workflows using platforms such as Loopio, and addressing follow‑up and ad hoc investor questions
Assist with the preparation of conference and roadshow materials, custom presentations for prospective and existing investors, and investment and operational due diligence materials
Review and proofread white papers, thought leadership, and marketing content for accuracy, clarity, and compliance
Support the planning and execution of investor meetings and events
Cross-Functional Collaboration
Work closely with investment, finance, legal, compliance, and marketing teams to gather inputs, validate information, and ensure consistency across all investor disclosures and communications
Collaborate with and provide support to the Investor Relations team to meet deadlines and deliver high‑quality outputs
Must have requirements to be successful in this role:
Undergraduate degree in Finance, Business, Economics, or a related discipline
CFA designation or progress toward the CFA (an asset)
2 to 5 years of relevant experience in asset management, private markets, investment consulting, or institutional investment roles
Private markets experience (private equity, private credit, real assets) is an asset
Experience supporting investor reporting, marketing materials, or due diligence processes is strongly preferred
Advanced proficiency in Microsoft PowerPoint, Excel, and Word
Experience with DDQ/RFP platforms (e.g., Loopio) is an asset
Familiarity with performance data and reporting workflows preferred
Bilingualism (English and French) required
Resourceful and collaborative, with the ability to work effectively across functions and seniority levels
Highly client‑service oriented, with a strong sense of ownership over the investor experience and work product
Proactive, self‑motivated, and comforta
Benefits
Health insuranceEquity / stock options
Additional Information
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.
Fiera Comox was established in 2016 by Fiera Capital, a global asset management firm with over C$167B in assets under management, and Comox Equity Partners, a corporation formed and owned by former executives and investment professionals of large Canadian pension investment managers. Fiera Comox sponsors four unique private investment strategies - Agriculture, Private Equity, Private Credit and Timberland - and is supported by more than 50 highly qualified investment professionals with a diverse range of skillsets, who collectively have deployed billions in private transactions globally.
Fieracapital · Montreal, Canada