Fiera Capital

Intern Client Service analyst Winter 2022 8months

New York, New York, United States

Company: Fiera Capital

Category: Sales and Related Occupations

Published on 2021-10-21 19:13:11

With approximately CAD 179.5 billion in assets under management as of June 30 2021, Fiera Capital, an independent firm, is one of Canada’s leading investment managers. We deliver customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science, and we are passionate about creating sustainable wealth for clients.Fiera Capital is recognized for our talented people. Our teams collaborate and seek to draw on the global industry’s most innovative and diverse offerings to craft strategies that meet the needs of any client, anywhere they are located.

Why join Fiera Capital:

• Inclusive workplace and diverse background of employees
• Growth and development opportunities
• Entrepreneurial industry-leading company with a purposeful mission
• Flexible work arrangements, competitive compensation and benefits
• Collaborative approach, innovative and culture of integrity
• Ambitious organization who strives for excellence

What we are looking for:

Reporting to the Assistant Vice President, Client Services, the Analyst will be collaborating with the team on client presentations as well as on tools to centralize information. The person that will be joining the team will have the chance to work on tasks and projects that are aligned with personal interests and aptitudes.

Your responsibilities:

Supporting BAU tasks such as Salesforce support as well as creating client presentation materials and custom reports for financial advisors and high net worth clients;Building out a team resource (SharePoint) to centralize information;Testing and implementation of (3) workstreams in the US and Canada.

Must have requirements to be successful in this role:

Pursuing a degree in Business, Finance, or any related field;Intermediate knowledge of MS Office Products (Excel and PowerPoint);Knowledge of financial vehicles would be an asset;Interest in learning new systems (training will be given on industry standard CRM, Salesforce);Knowledge and interest in Power BI would be an asset;Team oriented;Sense of organization;Attention to detail.
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