Analyst, Sales Enablement

TAL Life LTD; Montreal (administrative region); On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Wellness Account

Learning & Development support

Employee Share Purchase Plan (ESPP)

Performance-Based rewards

Telemedicine access

Summer Schedule program

Job summary

Fiera Capital, a leading asset manager, seeks an Analyst to support high-quality investment proposals across equities, fixed income, and multi-asset solutions. You will coordinate responses to RFPs and DDQs, collaborate with Sales and investment teams, and maintain the proposal database to drive client engagement and growth.

The role requires strong writing, analytical, and project-management skills, plus CFA consideration.

Qualifications

• Bachelor's degree in business, finance, marketing, or a related field.
• 1 to 3 years of experience in an investment management firm, consulting firm, pension plan, or related environment.
• Demonstrated ability to manage multiple priorities under tight deadlines in a dynamic environment.
• Strong interpersonal skills and a client-focused, collaborative approach.
• Exceptional writing and editing skills; experience developing investment proposals is an asset.
• Chartered Financial Analyst (CFA) designation or in the process is considered an asset.
• Strong analytical mindset and meticulous attention to detail.
• Advanced proficiency in Microsoft Word, Microsoft PowerPoint, and Microsoft Excel.
• Familiarity with third-party databases and proposal tools such as eVestment and Responsive is an asset.
• Ability to work independently while contributing effectively to a team environment.
• Fluently bilingual (English and French) both written and oral.

Responsibilities

• Contribute to the completion of RFPs, DDQs, and financial intermediary questionnaires from prospective clients and consultants, ensuring timely delivery and adherence to the highest standards of quality
• Participate in the preparation of finalist presentations, ensuring content is compelling, accurate, and tailored to the audience
• Ensure the proposal management database is current and effectively utilized
• Respond to consultant inquiries with professionalism and accuracy
• Assist in the maintenance and update of consultant databases by producing accurate information according to specific deadlines and developing tools to optimize the process
• Support content governance initiatives, ensuring proposal materials remain accurate, consistent, and up to date across all channels
• Participate in peer reviews to uphold quality and consistency across all submissions
• Partner with investment and capability specialists to gain a deep understanding of their approaches and articulate them effectively in proposals
• Maintain accurate and up-to-date information on the firm, its strategies, and investment teams
• Contribute to the development and maintenance of an opportunities tracking dashboard to improve visibility into pipeline and submission activity

Skills

Strong writing

Analytical mindset

Project management

Bilingual EN/FR

MS Word

MS PowerPoint

MS Excel

RFP coordination

Education

Bachelor's degree in business/finance/marketing or related field

Tools

eVestment

Responsive

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Who We Are

Fiera Capital is a global independent asset manager with an entrepreneurial culture and a clear vision: to deliver disciplined, high-conviction investment solutions that create lasting value for our clients. From our Canadian roots to a global firm, we are defined by deep investment expertise, an ownership mindset, and enduring client partnerships. Our actions are guided by our core values: we lead with integrity, think critically, act decisively, innovate with purpose, collaborate with intent, and adapt with agility. We are committed to building a purpose-driven, performance-oriented culture where our employees are supported to grow, contribute, and excel.

What we are looking for

Reporting to the Team Lead, Sales Enablement, the Analyst plays an important role in supporting Fiera Capital's business development efforts. This position is responsible for supporting the coordination, analysis, and delivery of high-quality investment proposals across equities, fixed income, and multi-asset solutions. The Analyst also serves as a key resource for the Sales team, responding to their requests, proactively identifying and addressing their needs, and enabling them to engage clients and prospects with confidence. This is a unique opportunity to collaborate with subject matter experts across Fiera Capital's global platform, contributing to the firm's growth by producing compelling, client-focused responses to Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), financial intermediary questionnaires, and finalist presentations. We are seeking a team player, detail-oriented professional with strong writing, analytical, and project management skills — someone who thrives in a fast-paced, deadline-driven environment and can communicate complex ideas clearly and concisely.

Your responsibilities

• Contribute to the completion of RFPs, DDQs, and financial intermediary questionnaires from prospective clients and consultants, ensuring timely delivery and adherence to the highest standards of quality
• Participate in the preparation of finalist presentations, ensuring content is compelling, accurate, and tailored to the audience
• Ensure the proposal management database is current and effectively utilized
• Respond to consultant inquiries with professionalism and accuracy
• Assist in the maintenance and update of consultant databases by producing accurate information according to specific deadlines and developing tools to optimize the process
• Support content governance initiatives, ensuring proposal materials remain accurate, consistent, and up to date across all channels
• Participate in peer reviews to uphold quality and consistency across all submissions
• Partner with investment and capability specialists to gain a deep understanding of their approaches and articulate them effectively in proposals
• Maintain accurate and up-to-date information on the firm, its strategies, and investment teams
• Contribute to the development and maintenance of an opportunities tracking dashboard to improve visibility into pipeline and submission activity

Must have requirements to be successful in this role

• Bachelor's degree in business, finance, marketing, or a related field
• 1 to 3 years of experience in an investment management firm, consulting firm, pension plan, or related environment
• Demonstrated ability to manage multiple priorities under tight deadlines in a dynamic environment
• Strong interpersonal skills and a client-focused, collaborative approach
• Exceptional writing and editing skills; experience developing investment proposals is an asset
• Chartered Financial Analyst (CFA) designation or in the process is considered an asset
• Strong analytical mindset and meticulous attention to detail
• Advanced proficiency in Microsoft Word, Microsoft PowerPoint, and Microsoft Excel
• Familiarity with third-party databases and proposal tools such as eVestment and Responsive is an asset
• Ability to work independently while contributing effectively to a team environment
• Fluently bilingual (English and French) both written and oral

Additional Information

Our workplace model includes 4 days a week in the office, Monday through Thursday. #LI-Hybrid

What we offer

• 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.

At Fiera Capital, we believe our people are our greatest strength. We are committed to fostering an inclusive and equitable workplace where everyone can grow, contribute, and reach their full potential.

We are proud to be an equal opportunity employer and welcome applications from candidates of all backgrounds.

We do not tolerate any form of discrimination or harassment.

All employment decisions, including hiring and promotions, are based on merit, skills, performance, and business needs.

Accommodations are available upon request throughout the recruitment process.

To protect your information, please note that Fiera Capital uses a secure platform to collect sensitive information during the hiring process.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Company Overview

With approximately CAD $160.2 billion in assets under management as of March 31, 2026, Fiera Capital, an independent firm, is one of Canada’s leading investment managers. We deliver customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science, and we are passionate about creating sustainable prosperity for clients. Fiera Capital is recognized for our talented people. Our teams collaborate and seek to draw on the global industry’s most innovative and diverse offerings to craft strategies that meet the needs of any client, anywhere they are located.