Analyst, Investment Services
About The Position
Letko, Brosseau & Associates is a leading independent global investment manager founded in 1987, offering diverse investment solutions to a domestic and international client base. The firm emphasizes a business-minded, fundamental research approach, a strong ethical culture, and a client-first fiduciary commitment. Through active engagement with invested companies, the firm aims to contribute to positive change while generating superior returns. The Investment Services team manages all client interactions, including communicating investment views, executing instructions, providing reports, and developing relationships with prospective clients. The team fosters a supportive and inclusive environment for individual growth. The Analyst role within the Investment Services Team is dynamic and challenging, with a focus on personal and professional development. The team collaborates across departments to support the firm's growth and enhance its standing as an ethical, client-focused global investment manager. The team's mandate includes supporting existing client relationships and business development efforts.
Requirements
- Bachelor's degree in business, commerce, finance or a related field.
- Between 0-2 years of relevant work experience.
- Advanced proficiency with the Microsoft Suite (Word, Excel, PowerPoint).
- Professional presence with strong interpersonal and presentation skills.
- Self-motivated with a high energy level.
- Dedicated, well-organized and resourceful individual with a high level of attention to detail.
- Ability to handle confidential information.
- Team player with a positive, proactive attitude.
- Demonstrates initiative and thrives in environments that require flexibility and adaptability.
- Drafting documentation (in French and English) for current and prospective Canadian and international clients.
- Liaising with employees based in various Canadian offices (Montreal, Toronto, and Calgary).
Nice To Haves
- An interest in pursuing the CFA or CIM designation is preferred.
- Experience with eVestment or Bloomberg would be an asset.
- Knowledge of the institutional investment industry would be an asset.
Responsibilities
- Support Investment Counsellors in the analysis and preparation of client portfolios and custom research reports.
- Liaise with the investment management team to provide pertinent, current information on portfolio holdings to the investment services team.
- Respond to RFIs, RFPs, and DDQs from consultants and other institutional prospective clients.
- Ensure consultant data is provided on a regular basis.
- Assist in customizing presentations for institutional prospects.
- Develop performance attribution commentary and analysis for investment strategies sent to clients and prospects.
- Support original content creation to enhance the quality of communication with clients.
- Update institutional prospect and client collateral.
- Create and maintain competitor intelligence profiles and landscapes.
- Work independently and within the team on ongoing strategic initiatives.
Benefits
- Competitive base salary, plus annual bonus structure.
- Comprehensive benefits program ranging from Medical and Dental coverage to Life and Disability Insurance, all as of day 1.
- Employer contribution to a deferred profit-sharing plan (DPSP).
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
