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Senior Analyst, Sales Enablement

External
fieracapital logoFieracapital · Montreal, Canada
$86K–$108K/yrFull-timeHybrid4d ago
ExcelSAFe
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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.
  • The salary range for this position is $86,000 - $108,000. This role is also be eligible for additional compensation, including bonuses and employee benefits. This salary range is for Ontario.
  • Position opening reason : Replacement
  • #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

Requirements

  • 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.

Benefits

Health insuranceEquity / stock optionsPerformance bonus

Additional Information

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.


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