Portfolio Analyst

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.

About the role

Under the supervision of the Portfolio Manager, the Portfolio Analyst will assist in the management and trading of portfolios. They will assist with market analysis, communications (both internal and external) and collaborate with internal business partners to ensure client needs are met.

Responsibilities

• Work closely with traders and portfolio managers in the day-to-day management of accounts.
• Track portfolio cash.
• Work with portfolio managers to ensure portfolios are being managed according to guidelines and firm’s strategies.
• Assist team in allocating, booking and funding trades.
• Communicate with internal and external relationships on portfolio additions and withdrawals and tracking of these flows.
• Provide support for client queries and reports.
• Update systems and files used to monitor portfolios and strategies.

Requirements

• Bachelor’s degree in business or science related field preferred.
• Ability to work effectively and accurately in a fast-paced environment.
• Team player with strong interpersonal skills.
• Proficiency with Microsoft Excel, Word and PowerPoint.
• Basic understanding of bond-related concepts and terminology.
• Fast learner with strong work ethic.
• Knowledge of Charles River, Perform, Advent and Bloomberg a plus.
• Strong technical skills are a plus (including experience with artificial intelligence, workflow enhancements, Python, SQL).

Schedule

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

Pay

The salary range for this position is $90,000 - $110,000. This role is also eligible for additional compensation, including bonuses and employee benefits. This salary range is for New York.

Language Requirements

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.