What we are looking for:The Senior Specialist, Loan Monitoring & Operational Excellence will play a key role in supporting Fiera Capital's Private Credit platform across Canada. This position is responsible for loan administration, monitoring and servicing activities, amortization schedule management, operational reporting, and continuous improvement initiatives. The successful candidate will work closely with Portfolio Management, Finance, Legal, Risk, Technology, and Operations teams to ensure the accuracy, compliance, and efficiency of loan servicing activities while contributing to the enhancement of operational processes and controls. This role is ideal for an analytical and detail-oriented professional with a passion for innovation, automation, and operational excellence.
Your responsibilities:- Administer and monitor a portfolio of private debt investments across Canada, ensuring compliance with loan agreements, lender requirements, and internal policies.
- Support funding activities, repayments, renewals, amendments, extensions, restructurings, and other loan servicing events.
- Maintain accurate and complete loan records within servicing and portfolio management systems.
- Perform reconciliations and data validation activities to support portfolio monitoring, reporting, and operational controls.
- Create, maintain, and update amortization schedules in accordance with approved loan terms and servicing instructions.
- Calculate, validate, and reconcile interest accruals, principal balances, payment allocations, and payoff amounts.
- Perform quality control reviews and maintain comprehensive audit trails supporting servicing and schedule modifications.
- Support audit, compliance, regulatory, and investor reporting requirements.
- Prepare operational reports, analyses, and documentation to support internal stakeholders and management decision-making.
- Collaborate with Operations, Portfolio Management, Finance, Legal, Risk, and Technology teams to ensure efficient execution of operational activities.
- Document, standardize, and continuously improve operational workflows, controls, and procedures.
- Identify opportunities to streamline processes through automation, technology enhancements, and artificial intelligence solutions.
- Participate in strategic system implementation and operational excellence initiatives.
- Serve as a backup resource for loan monitoring and servicing activities across the team.
Must have requirements to be successful in this role:- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related discipline.
- 5 to 10 years of experience in loan operations, commercial banking, private credit, lending administration, or a related financial services environment.
- Experience supporting complex lending structures and loan servicing activities.
- Demonstrated experience creating, maintaining, and validating amortization schedules.
- Strong understanding of lending operations, loan accounting, interest calculations, and credit products.
- Experience working with loan servicing, portfolio management, or banking systems.
- Advanced proficiency in Microsoft Excel.
- Knowledge of operational controls, audit processes, and risk management principles.
- Strong understanding of lending documentation, including loan agreements, security documents, amendments, consents, intercreditor agreements, and private credit documentation.
- Excellent analytical, problem-solving, and organizational skills with exceptional attention to detail.
- Strong verbal and written communication skills and the ability to collaborate effectively across multiple stakeholder groups.
- Ability to work independently, prioritize competing deadlines, and exercise sound judgment.
- Demonstrated interest in process improvement, automation, digital transformation, and artificial intelligence.
- Proactive, adaptable, and solutions-oriented mindset.
Additional Information:- Ability to travel occasionally to Fiera Capital's Laval office.
- Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.
- The salary range for this position is 98,000-120,000. This role is also be eligible for additional compensation, including an end of contract bonus and employee benefits. This salary range is for Ontario.
#LI-Hybrid
What we offer:At Fiera Capital, we believe in investing in our people. Here are some of the benefits you can enjoy:
- Wellness Account to support your physical, mental, and financial well-being.
- Learning & Development support through reimbursement of eligible certifications and professional development programs.
- Employee Share Purchase Plan (ESPP) with employer matching to help you build long-term financial value.
- Performance-Based Rewards through competitive bonus and commission opportunities.
- Telemedicine Access for convenient healthcare and mental health support.
- Summer Schedule Program offering additional flexibility, including reduced Friday hours during the summer month
For roles based in Quebec (Montreal and Laval), proficiency in spoken and written French is required. A working knowledge of English is also necessary to collaborate with our global teams and clients.
