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About the Role

The Analyst role within the Investment Services Team is dynamic and challenging, with a strong focus on both personal and professional growth. The team collaborates with all departments, contributing to the firm’s growth and increased standing as a global, independent investment manager committed to ethical conduct and serving clients’ best interests. The team’s mandate is to support existing client relationships and business development efforts.

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.
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 client communication.
Update institutional prospect and client collateral.
Create and maintain competitor intelligence profiles and landscapes.
Work independently and within the team on ongoing strategic initiatives.
Draft documentation (in French and English) for current and prospective Canadian and international clients.
Liaise with employees based in various Canadian offices (Montreal, Toronto, and Calgary).

Requirements

Bachelor’s degree in business, commerce, finance or a related field.
Between 0-2 years of relevant work experience.
An interest in pursuing the CFA or CIM designation is preferred.
Advanced proficiency with the Microsoft Suite (Word, Excel, PowerPoint).
Experience with eVestment or Bloomberg would be an asset.
Knowledge of the institutional investment industry would be an asset.
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.

Skills

Microsoft Suite (Word, Excel, PowerPoint)
eVestment
Bloomberg
Institutional investment industry knowledge
Interpersonal skills
Presentation skills
Attention to detail
Flexibility
Adaptability
French language proficiency
English language proficiency

Location

Montreal
Toronto
Calgary

Work Type

Hybrid

Experience Level

0-2 years

Education Level

Bachelor's degree

Salary/Compensations

Competitive base salary
Annual bonus structure

Benefits

Medical coverage
Dental coverage
Life Insurance
Disability Insurance
Employer contribution to a deferred profit-sharing plan (DPSP)

About the Company

Letko, Brosseau & Associates is one of Canada’s leading independent global investment managers.
Founded in 1987, the firm offers a diverse set of investment solutions to a domestic and international customer base.
We believe our business-minded, fundamental research approach, strong ethical culture and client-first fiduciary commitment has been the key to our long-term growth and success.
Through ongoing, active engagement with the companies we invest in, we seek to contribute to positive change, while earning superior returns for our clients.
Our Investment Services team is responsible for all aspects of the firm’s interaction with clients.
This includes communicating the firm’s investment views, ensuring the efficient execution of any instructions and providing any reporting or other information that the client requires.
The team is also responsible for developing relationships with prospective clients.
Our mission is to provide a supportive and inclusive environment where all individuals can maximize their full potential.

Equal Opportunity

We strive to create a work environment that attracts and retains exceptional people from a wide variety of backgrounds to provide support for everyone on our team to reach their highest potential.