Quantitative Junior Analyst, Implementation and Portfolio Rebalancing

Fiera Capital•Montreal, QC

4d•Hybrid

About The Position

Positioned within the Public Markets division under Global Trading, our Implementation and Portfolio Rebalancing (IPR Private Wealth) team is pivotal to Fiera Capital's Private Wealth trading operations. As a Junior Analyst, you will play a crucial role in the implementation and rebalancing of client portfolios, making a direct impact on their financial outcomes. We are looking for proactive individuals who are ready to take the lead on initiatives, drive projects forward, and advocate for ongoing process enhancements within our structured team environment.

Requirements

A Bachelor’s degree in Finance, Mathematics, Actuarial Sciences, or another quantitative field.
1-3 years in investment management, client servicing, or operational roles within the financial services industry.
Order generation runs on firm, often same-day timelines, with requests that can carry short turnarounds. This is a deadline-driven environment, and we look for candidates who stay organized, composed, and accurate under time pressure — and who genuinely thrive when the pace picks up.
Proficiency in analytical and programming tools such as SQL, Python, Power BI, VBA for Excel, or comparable technologies, with a strong track record of applying these tools in handling complex data structures.
Genuine fluency with AI and large language models (e.g., Claude, ChatGPT, Gemini) — and the coding harnesses built on them (e.g., Claude Code, Cursor, GitHub Copilot) — as everyday working tools, applied to real analytical and productivity challenges. We place strong value on candidates who actively follow the rapid pace of model releases and experiment independently to find where these tools can sharpen quantitative work. We are not looking for someone who has built AI systems from scratch – rather, an enthusiastic, self-directed user who treats these tools as integral to how the work gets done.
An independent and critical thinker with a creative approach to problem-solving and process improvement. We look for candidates who are not only adept at routine tasks but are also capable of conceptualizing new solutions that enhance business efficiency.
A solid understanding of asset management, financial markets, risk management, and investment performance metrics.
Excellent communication skills in both French and English, capable of engaging effectively with stakeholders at all levels within the organization.

Nice To Haves

A Master’s degree in Finance, Financial Engineering, or Economics is highly desirable.
Additional qualifications such as a CFA or CAIA designation, or risk management certifications like PRM or FRM are advantageous.

Responsibilities

Efficiently rebalance Private Wealth client portfolios according to Investment Policy Statements (IPS) and tactical targets, manage trading operations including regular deposits, withdrawals, and fee adjustments, and align trading with private market fund capital calls and redemptions.
Execute the implementation of segregated models across equities and bonds, ensuring alignment with client goals and market conditions.
Take an active role in the design and enhancement of operational processes, pushing for automation and efficiency improvements in collaboration with stakeholders from across the firm.
Contribute to the firm’s global transformation efforts by sharing best practices and insights from the team’s operations.
Assist Investment Counsellors and Management with detailed investment policy drafting and provide critical business information to support decision-making processes.