Portfolio Analyst

Fiera Capital • New York, NY

5d • $90,000 - $110,000 • Hybrid

About The Position

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.

Requirements

• 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 a related asset management/investment management environment.
• Strong technical skills are mandatory, including experience with Python, SQL, artificial intelligence tools, and workflow/process automation.
• 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

Nice To Haves

• Knowledge of Charles River, Perform, Advent, and Bloomberg is an asset.
• Proficiency in spoken and written French is required for roles based in Quebec (Montreal and Laval). A working knowledge of English is also necessary to collaborate with our global teams and clients.

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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level