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About
Jean-Philippe Morin is currently a Business Analyst at Fiera Capital Corp in Laval, QC, where he is responsible for analytical support within investment processes and business operations. In this role, he focuses on evaluating investment portfolios, supporting decision-making for various mandates, and contributing to process optimization across the firm’s multi-asset strategies. His work involves complex data analysis, risk assessment, and reporting to enhance investment insight and operational efficiency.
Prior to joining Fiera Capital, Jean-Philippe held roles as a Data Analyst at the firm and previously worked as a Senior Analyst in the Middle Office, focusing on market risk for the Global Equity Derivatives Desk at the National Bank of Canada. Through these positions, he developed expertise in public equities, equity derivatives, and cross-asset risk analysis, with a particular focus on market risk management and process development in the equity and derivatives space.
Jean-Philippe holds a Master’s degree in Finance de marché and a bilingual B.A.A. in Business Administration from HEC Montréal, as well as certificates in applied informatics from Université TÉLUQ. His background combines quantitative analytics, informatics, and capital markets, allowing him to specialize in financial modeling, risk analytics, and multi-asset investment strategies for both institutional and private wealth clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fiera Capital | Business Analyst | Aug 2022 to Present | — |
| Fiera Capital | Analyste de données | Mar 2022 to Jul 2022 | — |
| National Bank of Canada | Analyste Senior, Middle Office, Risque de marché - Global Equity Derivatives Desk | Apr 2019 to May 2020 | — |
| Caisse de dépôt et placement du Québec (CDPQ) | Projet supervisé, Mesure et Analyse du Rendement | Jan 2018 to Apr 2018 | •Mandat de recherche et de développement d’outils d’analyse de la performance mesurant le rendement des portefeuilles et des gestionnaires. •Développement d’outils d’analyse en langage statistique R e... |
| Caisse de dépôt et placement du Québec (CDPQ) | Analyste stagiaire, Mesure et Analyse du Rendement | May 2017 to Aug 2017 | — |
| HEC Montréal | Stagiaire | Sep 2015 to Dec 2015 | •Consultation en modélisation linéaire sur Excel. |
| HEC Montréal | Stagiaire mathématiques financières | Sep 2014 to Dec 2014 | •Chargé de travaux pratiques et consultation en mathématiques financières. •Consultations en bureau privé et exposés magistraux en amphithéâtre. |
| Trust Banque Nationale | Stagiaire | Jul 2014 to Dec 2014 | •Soutien technique aux directeurs de comptes au département Service clientèle institutionnelle. •Archivage de dossiers clients. •Assistance à l'équipe en charge de la révision post production des état... |
Education
Université TÉLUQ
Certificat, Informatique appliquée
2020 — 2021
HEC Montréal
Master’s Degree, Finance de marché
2016 — 2018
Université de Montréal - HEC Montréal
B.A.A. bilingue, Business Administration and Management, General
2013 — 2016
Cégep Montmorency
D.E.C., Sciences humaines, Administration
2011 — 2013
Université TÉLUQ
Certificat en informatique appliquée, Informatics
2020 Present
Others at Fiera Capital Corp. (40)
| Name | Role | Location |
|---|---|---|
| Senior Analyst, Municipal Credit Research | Boston, MA , United States | |
| SVP and Portfolio Manager | Miamisburg, OH , United States | |
| Senior Analyst | Montreal, QC , Canada | |
A Alain Hilaire | Senior Vice President-Human Resources | Montréal, QC , Canada |
A Alexander Sharp | Billing Analyst | Montreal, QC , Canada |
| Analyst, RFP Management | Canada | |
A Andrew Bayouk | Senior Vice President | Canada |
B Benoit Paquette | Lead Analyst, Performance and Reporting | Montréal, QC , Canada |
| Vice President and Portfolio Manager, Global Asset Allocation | Montreal, QC , Canada | |
| Vice président et gestionnaire de portefeuille principal, Revenu Fixe | Montreal, QC , Canada |
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M Mark C | Investment Analyst | Letko, Brosseau & Associates Inc. | Scottsdale, AZ , United States |