What we are looking for:Reporting to the Team Lead, Sales Enablement, the Senior Analyst plays a critical role in supporting Fiera Capital's business development efforts. This position is responsible for leading the coordination, analysis, and delivery of high-quality investment proposals across equities, fixed income, and multi-asset solutions. The Senior Analyst also serves as a key resource for the Sales team, responding to their requests, proactively identifying and addressing their needs, and enabling them to engage clients and prospects with confidence.
This is a unique opportunity to collaborate with subject matter experts across Fiera Capital's global platform, contributing to the firm's growth by producing compelling, client-focused responses to Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), financial intermediary questionnaires, and finalist presentations.
We are seeking a team player, detail-oriented professional with strong writing, analytical, and project management skills - someone who thrives in a fast-paced, deadline-driven environment and can communicate complex ideas clearly and concisely.
Your responsibilities:- Lead the completion of RFPs, DDQs, and financial intermediary questionnaires from prospective clients and consultants, ensuring timely delivery and adherence to the highest standards of quality
- Coordinate and contribute to finalist presentations, ensuring content is compelling, accurate, and tailored to the audience
- Ensure the proposal management database is current and effectively utilized
- Respond to consultant inquiries with professionalism and accuracy
- Assist in the maintenance and update of consultant databases by producing accurate information according to specific deadlines and developing tools to optimize the process
- Support content governance initiatives, ensuring proposal materials remain accurate, consistent, and up to date across all channels
- Participate in peer reviews to uphold quality and consistency across all submissions
- Partner with investment and capability specialists to gain a deep understanding of their approaches and articulate them effectively in proposals
- Maintain accurate and up-to-date information on the firm, its strategies, and investment teams.
- Contribute to the development and maintenance of an opportunities tracking dashboard to improve visibility into pipeline and submission activity
Must have requirements to be successful in this role:- Bachelor's degree in business, finance, marketing, or a related field
- 3 to 5 years of experience in an investment management firm, consulting firm, pension plan, or related environment
- Demonstrated ability to manage multiple priorities under tight deadlines in a dynamic environment
- Strong interpersonal skills and a client-focused, collaborative approach
- Exceptional writing and editing skills, with experience developing investment proposals
- Chartered Financial Analyst (CFA) designation or in the process is considered an asset
- Strong analytical mindset and meticulous attention to detail
- Advanced proficiency in Microsoft Word, Microsoft PowerPoint, and Microsoft Excel
- Familiarity with third-party databases and proposal tools such as eVestment and Responsive is an asset
- Ability to work independently while contributing effectively to a team environment
Additional Information:- Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.
#LI-Hybrid
For all positions in Quebec (Montreal and Laval), proficiency in French, both spoken and written, is mandatory. Working English proficiency is also required in order to serve our offices and clients around the world.
