Distribution Associate

Fiera Capital•New York, NY

3d•Hybrid

About The Position

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. We are committed to cultivating an inclusive, safe, and trusting work environment. We have ambitious growth goals for our firm, which makes us a great place to advance your career. We deeply value our people and their contributions, and that’s reflected in our competitive compensation and benefits packages and our collaborative culture. We strive to create a healthy work environment and offer programs designed to support our employees’ wellbeing. The ideal candidate has a proven ability to work with very tight deadlines and a high degree of analytical skills to problem-solve in a complex setting. The role is aimed at someone who can work in a fast-paced operational environment, must be innovative and flexible in responding to numerous clients’ demands. Additionally, the candidate will actively participate in identifying opportunities for enhancing and streamlining existing departmental controls, processes, and reporting both with internal and external business partners.

Requirements

Strong knowledge of and familiarity with investment management industry and funds administration
Bachelor’s degree in Business Administration, Finance or related field is ideal, however we will consider a mix of academic and relevant practical experience
Experience in the investment management industry
Proactive, self-reliant, thorough, organized, and able to work independently and as part of a team
Attention to detail, strong analytic ability
Ability to manage priority requests and work under pressure
Intermediate-level Excel skills
Strong writing and editing skills
Proficiency in French, both spoken and written, is mandatory (for positions in Quebec)
Working English proficiency is also required

Nice To Haves

PowerPoint
Salesforce
SEISMIC

Responsibilities

Update APX and client portal for new/closed accounts and contacts
Quarterly invoice review
Executive reporting
Create client presentations (entry level)
Advisory channel support: Enter leads (Stage 0 Opportunities) into Salesforce for Advisory Channel, Check custodian interfaces for advisor channel activity (pull down/save reports), Advisory sales tracking (pull down/save reports)
Work with sales associates to assist in ongoing CRM maintenance
Validate and track client cash flows
Provide professional front desk presence and premium service
Intraday conference room and pantry maintenance
Process mail and packages
Receive and put out meals for special events as needed
Receive and stock weekly coffee, fruit, dairy product deliveries
Provide weekly inventory of office supplies to Office Management team
Work with custodians and clients on tax reporting, LOAs, cash requests; countersignatures, filing and secure digital storage.
Print and distribute monthly and quarterly reports via mail and ShareFile
Deposit checks