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Equity Product Associate
Equity Product AssociateFiera Capital • Dayton
Equity Product Associate

Equity Product Associate

Fiera Capital • Dayton
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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 :

We are seeking an Equity Product Associate to support the Fiera Apex Team (Growth Equities). This individual will contribute across business development, marketing, and client service functions, spanning multiple regions and distribution channels. The role involves close collaboration with the lead Client Portfolio Manager, investment team members, distribution partners, and marketing professionals to ensure effective communication of the team’s investment philosophy, process, positioning, and performance to both internal and external constituents.

Initially, the role will be internally focused, with the potential to evolve into a client-facing position over time.

Functions include, but are not limited to, the following :

  • Develop a deep understanding of the Fiera Apex platform and serve as a key liaison to the investment team.
  • Support the lead Client Portfolio Manager (CPM) and collaborate with the firm’s distribution team to shape messaging and positioning for prospects and clients.
  • Ensure Apex strategies remain top-of-mind across distribution professionals, equipping them to represent the strategies effectively, accurately, and credibly to prospects, intermediaries, and clients.
  • Participate in investment meetings and periodic strategy / messaging sessions with CPMs and portfolio managers.
  • Assist the CPM in preparing portfolio managers for client and prospect engagements and ensure timely follow-up on action items.
  • Partner with marketing teams to develop content and provide data for marketing collateral, presentations, RFPs, database responses, and thought leadership.
  • Provide critical input and manage key aspects of product enhancement and development initiatives in collaboration with adjacent teams.
  • Conduct research and analysis to identify new ways to position Apex strategies for a diverse set of audiences.
  • Prepare competitive analysis packages to support institutional and intermediary teams in promoting and building a moat around Apex investment strategies.
  • Must have requirements to be successful in this role :

  • 2-4 years of professional experience with a solid understanding of the investment industry and a genuine interest in public equities.
  • Bachelor’s degree (required).
  • Progress toward or interest in the CFA designation (preferred)
  • Proficiency in Microsoft Office, especially PowerPoint and Excel
  • Knowledge of systems such as FactSet, Bloomberg, Morningstar and eVestment (a plus)
  • Proven ability to thrive in a collaborative, team-oriented culture
  • Exceptional problem solving, organization and time management skills
  • High sense of urgency and degree of initiative and self-motivation
  • Results-orientation with a high degree of professional and corporate responsibility
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