Portfolio Analyst: Trading Support & Data Analytics

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

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.