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Fiera Capital · 3 days ago

Business Associate, US Distribution

New York, United States

Full-time

Hybrid

New Grad, Entry Level

Fiera Capital is committed to creating a culture of purpose and inclusivity while investing in employee growth and empowerment. They are seeking a highly motivated Business Associate to support their US Distribution team, focusing on identifying and developing new business opportunities and servicing clients across various channels.

Financial Services

H1B Sponsor Likely

Responsibilities

Build an in-depth knowledge of the firm's product offerings across asset classes, platforms, and overall investment capabilities

Build an understanding of clients, consultants and prospects differing needs and levels of sophistication, in order to tailor sales and support to the target audience

Understand the full client lifecycle from marketing, prospecting, sales, onboarding and service

Continuously learn and share product knowledge, industry trends, and regulatory compliance guidelines

Assist the team in the execution of sales plans designed to drive asset and revenue growth across the firm

Manage strict deadlines in a high-energy, fast-paced environment with the ability to assess and reprioritize projects based on client needs (internally and externally)

Work collaboratively to meet our objectives and improve the overall quality and efficiency of our processes

Conduct market research and competitive analysis across the internet and LinkedIn

Source and qualify prospects through various public websites and other subscribed databases

Conduct pre-meeting due diligence research on sales prospects and consultants

Assist in the creation of marketing materials to support business development efforts

Analyze Salesforce campaign performance metrics and report key findings

Prepare presentation materials for client and prospect meetings as well as internal executives

Update client and prospect contact information and pipeline opportunities in Salesforce, our CRM system

Support client lifecycle including: new account onboarding, cash flows and account changes in our core systems

Support client requests including: cash requests, custodian changes, portal access, tax lots, RMDs

Distribute client communications including: monthly/quarterly statements, custom reporting, portfolio commentaries, 1099s, as required

Participate in strategic projects, as needed

Qualification

SalesClient ServiceMarket ResearchSalesforceAdvanced ExcelPowerPointAnalytical SkillsTeamworkCommunication SkillsProblem SolvingDetail Oriented

Required

Bachelor's degree in business, finance, economics, or related field

Relevant internships with experience and continued interest in Sales, Marketing or Client Service

Extracurricular activities demonstrating commitment, discipline, teamwork and leadership

A high degree of intellectual curiosity; the confidence to ask questions and the ability to learn quickly

Personal integrity, strong work ethic and client service oriented

Strong quantitative, analytical and problem solving skills

Methodical, detail and results oriented

Collaborative, team player; self starter

Takes personal accountability and responsibility

Ability to work effectively in a high paced sales environment with tight deadlines

Strong written and verbal communication skills

Preferred

Advanced Excel and Powerpoint skills are a plus

Experience with Salesforce, FactSet, Morningstar, and eVestment are also a plus

Company

Fiera Capital

Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 166.9 billion in assets under management as of September 30, 2025.

Founded in 2002

Montreal, Quebec, CA

501-1000 employees

http://www.fieracapital.com

H1B Sponsorship

Fiera Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2024 (1)