Portfolio Analyst

Fiera Capital•New York, NY

2d•$90,000 - $110,000•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: Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career. Your Rewards & Recognition: We deeply value our people and their contributions and that’s reflected in our competitive compensation and benefits packages and our collaborative culture. Your Wellness Your Way: We strive to create a healthy work environment and we offer programs designed to support our employees’ wellbeing. 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.
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 a plus.
Strong technical skills are a plus (including experience with artificial intelligence, workflow enhancements, Python, SQL)

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.