Portfolio Analyst

Fiera Capital; New York (NY); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Wellness Account

Learning & Development

Employee Share Purchase Plan (ESPP)

Performance-Based Rewards

Telemedicine Access

Summer Schedule Program

Job summary

Fiera Capital in New York is seeking a Portfolio Analyst to support portfolio management and trading activities under the Portfolio Manager. You will assist with market analysis, client communications, and collaborate with internal partners to meet client needs.

Ideal candidates have a bachelor’s degree in business or science, 2+ years in portfolio management or related fields, and strong technical skills including Python, SQL, AI tools, and workflow automation.

Qualifications

• Bachelor’s degree in business or science related field preferred.
• Minimum of 2+ years of experience in portfolio management, portfolio analysis, investment operations, trading support, or related environment.
• Strong technical skills with Python, SQL, AI tools, and workflow/process automation.

Responsibilities

• Work closely with traders and portfolio managers in day-to-day management of accounts.
• Track portfolio cash.
• Collaborate with portfolio managers to ensure alignment with guidelines and 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.

Skills

Python

SQL

AI tools

Workflow automation

Portfolio management

Bloomberg

Charles River

Excel

Team player

Education

Bachelor's degree in business or science related field

Tools

Charles River

Perform

Advent

Bloomberg

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:

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 degreein business or science related field preferred.
• Minimum of 2+ years of experience in portfolio management, portfolio analysis, investment operations, trading support, or a related asset management/investment management environment.
• Strong technical skills are mandatory, including experience with Python, SQL, artificial intelligence tools, and workflow/process automation.
• Knowledge of Charles River, Perform, Advent, and Bloomberg is an asset.
• 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

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.

#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.

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.