Portfolio Analyst
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
Company H1B Sponsorship