Distribution Associate

At Fiera Capital

We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:

• Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.
• Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career.
• Your Rewards & Recognition: We deeply value our people and their contributions and that’s reflected in our competitive compensation and benefits packages and our collaborative culture.
• Your Wellness Your Way: We strive to create a healthy work environment and we offer programs designed to support our employees’ wellbeing.

What we are looking for:

The ideal candidate has a proven ability to work with very tight deadlines and a high degree of analytical skills to problem solving in a complex setting. The role is aimed at someone who can work in a fast-paced operational environment, must be innovative and flexible in responding to numerous clients’ demands. Additionally, the candidate will actively participate in identifying opportunities for enhancing and streamlining existing departmental controls, processes and reporting both with internal and external business partners.

Your responsibilities:

US Client Service (55% of time)

·         Update APX and client portal for new/closed accounts and contacts

·         Quarterly invoice review

·         Executive reporting

·         Create client presentations (entry level)

·         Advisory channel support

o   Enter leads (Stage 0 Opportunities) into Salesforce for Advisory Channel

o   Check custodian interfaces for advisor channel activity (pull down/save reports)

o   Advisory sales tracking (pull down/save reports)

·         Work with sales associates to assist in ongoing CRM maintenance

·         Validate and track client cash flows

NY Office Management (25% of time)

• Provide professional front desk presence and premium service
• Intraday conference room and pantry maintenance
• Process mail and packages
• Receive and put out meals for special events as needed
• Receive and stock weekly coffee, fruit, dairy product deliveries
• Provide weekly inventory of office supplies to Office Management team

Private Wealth US (20% of time)

• Work with custodians and clients on tax reporting, LOAs, cash requests; countersignatures, filing and secure digital storage.
• Print and distribute monthly and quarterly reports via mail and ShareFile
• Deposit checks

Must have requirements to be successful in this role:

• Strong knowledge of and familiarity with investment management industry and funds administration
• Bachelor’s degree in Business Administration, Finance or related field is ideal, however we will consider a mix of academic and relevant practical experience;
• Experience in the investment management industry
• Proactive, self-reliant, thorough, organized, and able to work independently and as part of a team
• Attention to detail, strong analytic ability
• Ability to manage priority requests and work under pressure
• Intermediate-level Excel skills
• Strong writing and editing skills
• Skills/Experience not required but a plus: PowerPoint, Salesforce, SEISMIC
  

Additional Information:

• Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.

#LI-Hybrid

#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. 

Fiera Capital subscribes to the principle of employment equity. Our staff is our most valuable asset, and our goal is to create an inclusive and equitable environment where everyone can achieve their true potential.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, or on the basis of disability, genetic information or any other federal, state, or local protected class. Fiera Capital will not tolerate any form of discrimination or harassment.

All staffing decisions, including hiring and promotion decisions, will be based on merit, skills, performance, and business needs. We are pleased to receive applications from qualified individuals from a variety of backgrounds. Job applicants who are individually selected for an interview will be notified that accommodations are available upon request. If a selected participant requests accommodation, Fiera Capital shall consult with the applicant and provide, or arrange for the provision of, suitable accommodation in a manner that considers the applicant’s accessibility needs due to disability.

Please stay vigilant and never share personal or confidential information during this hiring process, unless it is through Mintz Global Screening, the secure platform we use to exchange such information. If in doubt, or if you think you have been a victim of fraudulent manoeuvres during your hiring process, please contact us.

Please note that job titles indicated in job postings may differ from internal job titles. Accordingly, offers of employment may not reflect job titles indicated in job postings.

We thank all applicants for their interest in a career with Fiera Capital. We will only contact those selected for an interview.