Fiera Capital is dedicated to creating a supportive and inclusive work environment. They are seeking a Portfolio Analyst to assist in the management and trading of portfolios, conduct market analysis, and collaborate with internal partners to meet client needs.
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
Skills
- 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
- 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)
Benefits
- Bonuses
- Employee benefits
- Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.
Company Overview
Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 160.2 billion in assets under management as of March 31, 2026. It was founded in 2002, and is headquartered in Montreal, Quebec, CA, with a workforce of 501-1000 employees. Its website is http://www.fieracapital.com.Company H1B Sponsorship
Fiera Capital has a track record of offering H1B sponsorships, with 2 in 2025, 1 in 2024. Please note that this does not guarantee sponsorship for this specific role.