Portfolio Analyst

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:

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

Your 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.

Must have requirements to be successful in this role:

• 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
• Although not required, 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)

Additional Information:

• Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.
• The salary range for this position is $90,000 - $110,000. This role is also be eligible for additional compensation, including bonuses and employee benefits. This salary range is for New York.
• Position opening reason: Replacement.

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.