Senior Analyst, Proposal Management (RFP)

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:

Reporting to the Team Lead, Canadian RFP Management, 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 a broad spectrum of strategies and asset classes.

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), 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 environment and can communicate complex ideas clearly and concisely.

Your responsibilities:

• Lead the completion of RFPs and DDQs from prospective clients and consultants, ensuring timely delivery and adherence to the highest standards of quality
• Ensure the proposal management database is current and effectively utilized
• Respond to consultant inquiries with professionalism and accuracy
• Maintain and update firm-wide information on investment strategies, portfolio characteristics, AUM, and investment teams
• Assist in the maintenance and update of consultant databases by producing accurate information according to specific deadlines and develop tools to optimize this process
• Partner with investment and capability specialists to gain a deep understanding of their approaches and articulate them effectively in proposals
• Maintain historical and current information on the firm, its strategies, investment approaches, portfolio characteristics, assets under management and investment teams
• Update the proposal management database
• Participate in peer reviews to uphold quality and consistency across all submissions

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
• Chartered Financial Analyst (CFA) designation or in the process is considered an asset
• Demonstrated ability to manage multiple priorities under tight deadlines in a dynamic environment
• 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
• Familiarity with third-party databases and proposal tools such as eVestment and Responsive is an asset
• Strong interpersonal skills and a client-focused, collaborative approach
• Ability to work independently while contributing effectively to a team environment