Skip to content

Open nowPosted 44 days ago

Portfolio Analyst

fieracapital3 open roles

Pay
$90,000 – $110,000 a year
Where
New York
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowPortfolio Analystfieracapital · New York
  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on fieracapital's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

10.5% of postings close within 7 days. Measured by our own scanner across the market. fieracapital postings stay open a median of 5 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.3%3 days
  3. 10.5%7 days
  4. 15.9%14 days
  5. 34.1%30 days
This job: posted 44 days ago

fieracapital median: 5 days open

The posting

Who We Are

Fiera Capital is a global independent asset manager with an entrepreneurial culture and a clear vision: to deliver disciplined, high-conviction investment solutions that create lasting value for our clients. From our Canadian roots to a global firm, we are defined by deep investment expertise, an ownership mindset, and enduring client partnerships.

Our actions are guided by our core values: we lead with integrity, think critically, act decisively, innovate with purpose, collaborate with intent, and adapt with agility.

We are committed to building a purpose-driven, performance-oriented culture where our employees are supported to grow, contribute, and excel.

What we are looking for: 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.

Your 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.

Must have requirements to be successful in this role:

  • 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.
  • Knowledge of Charles River, Perform, Advent, and Bloomberg is an asset.
  • 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

Additional Information:

  • Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.
  • The salary range for this position is $90,000 - $110,000. This role is also be eligible for additional compensation, including bonuses and employee benefits. This salary range is for New York.
  • Position opening reason : Replacement.

#LI-Hybrid

What we offer:

At Fiera Capital, we believe in investing in our people. Here are some of the benefits you can enjoy:

  • 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

For roles based in Quebec (Montreal and Laval), proficiency in spoken and written French is required. A working knowledge of English is also necessary to collaborate with our global teams and clients.

At Fiera Capital, we believe our people are our greatest strength. We are committed to fostering an inclusive and equitable workplace where everyone can grow, contribute, and reach their full potential. We are proud to be an equal opportunity employer and welcome applications from candidates of all backgrounds. We do not tolerate any form of discrimination or harassment.

All employment decisions, including hiring and promotions, are based on merit, skills, performance, and business needs. Accommodations are available upon request throughout the recruitment process.

To protect your information, please note that Fiera Capital uses a secure platform to collect sensitive information during the hiring process.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against fieracapital's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.
  3. We apply on fieracapital's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.
  4. Every reply, sorted

    fieracapital's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.
  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.