About this role
About the position
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.
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
Requirements
• 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
• Strong analytical mindset and meticulous attention to detail
• Advanced proficiency in Microsoft Word, Microsoft PowerPoint, and Microsoft Excel
• Ability to work independently while contributing effectively to a team environment
Nice-to-haves
• Chartered Financial Analyst (CFA) designation or in the process is considered an asset
• Familiarity with third-party databases and proposal tools such as eVestment and Responsive is an asset
Benefits
• bonuses
• employee benefits