Investment Analyst, Burgundy Asset Management

BMO•Toronto, ON

2d•CA$78,400 - CA$144,900•Onsite

About The Position

Burgundy Asset Management LTD is a division of BMO Financial Group, functioning as an independent line of business within BMO Wealth Management. Burgundy is a global investment manager providing discretionary investment management for private clients and institutions. Founded in 1990, the firm invests with a long-term, fundamental approach, building concentrated portfolios of high-quality businesses to protect and compound clients’ capital over time. The culture is grounded in honesty, courage, and doing what is right for clients. We are seeking a highly motivated and detail-oriented Investment Analyst to join Burgundy’s US Small- and Mid-cap Equities team. The successful candidate will play a key role in identifying, analyzing, and monitoring high-quality investment opportunities consistent with the firm’s long-term investment philosophy. This role is well suited for an intellectually curious, highly analytical individual who enjoys deep fundamental research, values independent thinking, and is motivated by the challenge of understanding businesses in depth. The analyst will work closely with the Portfolio Managers and other members of the investment team and will have meaningful responsibility and visibility within the investment process.

Requirements

Prior professional experience in investment research, equity analysis, investment banking, private equity or related fields (approximately 2 years) is preferred but not required; recent graduates will also be considered
Demonstrated passion for investing and a genuine interest in understanding businesses
Intellectual curiosity and confidence to challenge consensus views with well-supported analysis
Excellent analytical and problem-solving skills, with solid financial and business acumen
Strong written and verbal communication and presentation abilities, with the capacity to clearly articulate complex ideas
Ability to work independently as well as collaboratively in a fast-paced, team-oriented environment
Sound judgment, integrity, and alignment with a long-term, owner-oriented investment mindset
Strong academic background in a discipline well-suited to fundamental business and investment analysis

Responsibilities

Conduct in-depth fundamental research on publicly traded companies, including: Business models, competitive positioning, and industry structure, Financial performance, balance sheet strength, and capital allocation, Management quality, incentives, and corporate governance
Build and maintain detailed financial models and valuation analyses
Develop clear, well-supported investment theses and communicate insights effectively
Support portfolio construction and risk management processes by monitoring existing portfolio holdings and updating investment views as new information emerges
Engage with company management teams, industry participants, and other relevant parties
Contribute to internal investment discussions and debates, bringing independent perspectives and thoughtful challenge
Maintain awareness of broader industry trends, macroeconomic factors, and competitive dynamics relevant to coverage universe
Uphold Burgundy’s high standards for intellectual rigor and integrity