What we are looking for:Reporting to the Senior Managing Director and Lead Portfolio Manager, Total Portfolio Solutions (TPS), you will will play a key role within Fiera Capital's Multi-Asset Class Solutions (MACS) team, contribute to further grow and strengthen our leadership as an efficient capital allocator through our client focus, thought leadership and innovation in financial science.
You will partner closely with team members within the MACS team and overall Total Portfolio Solutions team as well as investment management teams to proactively contribute to strategic asset allocation to support our clients' objectives.
Your responsibilities:Key responsibilities include, but are not limited to, the following:
- Contribute to the construction, implementation and monitoring of client goal-oriented portfolios in the MACS team, in collaboration with other Solutions and Strategy PMs, using our proprietary risk factor-based ALM optimization tool for:
- Total portfolio solutions in liability/legislation-aware framework for pension plans or insurers;
- Tailored overlay programs;
- Balanced mandates;
- Model portfolios for private wealth investors;
- Addition of specific asset classes, spanning public and privates' markets;
- Resolving pinpointed issues such as income generation in a high inflation environment;
- Contribute to presentation materials and eventually participate to meetings with clients across Canada and the US for finalist presentations and ongoing portfolio monitoring;
- Provide programming and quantitative expertise in an asset-only and asset/liability management context;
- Contribute to research and tool development goals including new modelling functionalities, investment analytics, portfolio rebalancing, and evaluation of future investment strategies;
- Act as a proactive resource for portfolio construction challenges for all parts of the organization in a fast-growing team.
Must have requirements to be successful in this role:- Strong educational credentials with a quantitative background (financial engineering, actuarial, mathematics);
- Advanced degree and/or mix of financial and actuarial credentials (CFA, FSA, CAIA, or equivalent);
- Actively maintains engagement with new research and development in asset allocation, finance, economy through formal or informal training activities.
- Enrollment in or completion of FSA program, or CFA program, or CAIA program.
- Minimum 5 to 7 years of experience (Analyst level) or 7 to 12 years of experience (Senior Analyst level) in investment management, actuarial or insurance industries;
- Previous experience contributing to strategic asset allocation through analytics as well as experience building client-facing material supporting asset allocation decisions;
- Previous experience and strong interest in quantitative methods and research in order to design, develop and use quantitative tools to model asset classes and specific investments for asset-liability management;
- Previous experience in financial engineering and structuring of investment management solutions for institutional investors;
- Previous experience of Microsoft Excel, Python, VBA, MATLAB, C++ or other programming languages and ease of operation of agentic AI tools, acute interest in financial risk management and financial markets within an institutional context;
- Strong presentation and communication skills both in French & English (verbal and written);
- Exemplary service orientation and attention to details;
- Effective time management and organizational skills;
- Comfortable working independently and as part of a team.
Additional Information:- Fiera Capital adheres to a hybrid working environment with 4 days in-office per week
- If you are interested in a career at Fiera Capital and you meet 70% or more of the requirements, do not hesitate to submit your application!
#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.
