Portfolio Solutions Strategy Specialist

At Fiera Capital

We invest in building a culture that allows our employees to feel appreciated, supported, seen, and heard. Our employee experience approach is tailored to your needs and ambitions:

• Your inclusive experience: We are committed to maintaining an inclusive, safe, and trustworthy work environment.
• Your growth and autonomy: We have ambitious growth goals for our firm, making it the ideal place to advance your career.
• Your compensation and recognition: We value our people and their contributions, which is reflected in our competitive compensation and benefits, and our collaborative culture.
• Your well-being, your way: We strive to create a healthy work environment and offer programs to promote the well-being of our employees.

What we are looking for

The Portfolio Solutions Strategy Specialist will play a key role within Fiera Capital's Portfolio Solutions team. As a strategic partner, this person will contribute to advancing the team's priorities, improving its responsiveness, and enhancing its commercial effectiveness.

The ideal candidate possesses strong expertise in multi-asset investing, including private markets, and a proven ability to advise and interact with clients, ideally gained in a consulting or advisory services environment.

In close collaboration with the investment and distribution teams, this person will support the Institutional and Private Asset Management channels by developing client materials, responding to urgent commercial requests, and directly engaging with clients, prospects, consultants, and intermediaries to promote our investment capabilities, support business development, and contribute to client retention.

Your responsibilities include

• Support the Institutional and Private Asset Management distribution teams in handling client and prospect requests, with a high level of responsiveness and commercial judgment.
• Represent the TPS team in initial meetings, conferences, and key interactions with clients, prospects, consultants, and intermediaries.
• Develop, maintain, and strengthen relationships with key consultants and intermediaries to support business development and client retention efforts.
• Accelerate and support responses to RFPs, finalist presentations, and any other commercial opportunities requiring a quick response.
• Contribute to the preparation of marketing materials, client presentations, commercial proposals, and other content for institutional clients, private asset management, and intermediaries.
• Collaborate closely with investment and distribution teams to translate complex investment strategies into clear, compelling, and client-adapted messages, particularly in the areas of multi-asset solutions and private markets.
• Advise clients and prospects on strategic and business issues, demonstrating credibility with institutional investors while remaining agile to meet the needs of private asset management clients and intermediaries.
• Monitor market trends, consultant activities, and client needs to guide commercial priorities and maintain the team's relevance in the market.
• Contribute to improving the team's responsiveness and commercial effectiveness, allowing investment professionals to focus on portfolio management and high-value client relationships.

Requirements to succeed in this role

• 10 to 15 years of relevant experience in actuarial consulting, investment consulting, institutional asset management, or an advisory or business development role with clients. Experience within a consulting firm or a highly service-oriented environment is a significant asset.
• Professional actuarial designation (FSA, FCIA) or CFA designation, or a master's degree in finance, economics, mathematics, or a related discipline.
• Excellent knowledge of multi-asset solutions, public and private market strategies, and actuarial concepts, with the ability to communicate them clearly and meaningfully to clients.
• Strong understanding of the investment needs of a diverse institutional client base, including passive-focused investors such as pension funds and insurance companies.
• Excellent relationship-building skills and the ability to interact credibly with clients and prospects, support business development, and contribute to client retention.
• Active participation in professional networks, conferences, consultant communities, and relevant institutional ecosystems is a significant asset.
• Excellent ability to work in a collaborative and team-oriented environment.
• Excellent communication skills, both oral and written, with the ability to produce high-quality presentations and documents for senior management and clients, in French and English.
• Strong sense of urgency, autonomy, and initiative.
• Highly results-oriented, with a high level of professionalism and accountability.
• Availability to travel in Canada and internationally, as needed (approximately 20% of the time).
• Additional Information:

Fiera Capital adheres to a hybrid work model with 4 days per week in the office.

#LI-Hybrid

All positions in Quebec (Montreal and Laval) require proficiency in spoken and written French. Functional English skills are also required to meet the needs of our offices and international clientele.

Fiera Capital subscribes to the principle of employment equity. Our staff is our greatest asset, and that is why we strive to create an inclusive and equitable environment where everyone can realize their full potential.

As an equitable employer, Fiera Capital does not treat any employee or candidate discriminatorily based on race, skin color, sex, age, origin, religion, sexual orientation, gender identity, veteran status, disability, genetic information, or membership in any other protected group at the federal, regional, or local level. Furthermore, Fiera Capital does not tolerate any form of discrimination or harassment.

All our hiring decisions, including hiring and promotion decisions, are based on merit, skills, performance, and business needs. We are happy to receive applications from qualified candidates from all backgrounds. Selected candidates for interviews will be informed that accommodation measures will be offered upon request. If one of them requests accommodations, Fiera Capital will consult with that person and take, or ensure that appropriate accommodations are taken, in a manner that considers their accessibility needs due to their disability.

We ask candidates to exercise caution and avoid transmitting personal or confidential information during the hiring process, except through Vérifications mondiales Mintz, the secure platform we use to exchange this type of information. Please contact us if you have doubts or believe you have been a victim of fraudulent schemes during the hiring process.

Please note that the job titles listed may differ from the internal titles. As a result, job postings may not reflect the titles of the positions indicated in the listings.

We thank all candidates for their interest in a career at Fiera Capital. We will only communicate with those who are called for an interview.