Analyst, Investment Services

lba; Toronto; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Medical and Dental coverage

Life and Disability Insurance

DPSP

Hybrid work environment

Job summary

Letko, Brosseau & Associates in Toronto seeks an Analyst to join the Investment Services Team. The role is dynamic, with a strong focus on client servicing, research support, and performance attribution for client portfolios.

You will liaise with investment management, assist in business development tasks, prepare presentations for consultants, and contribute to data sourcing and competitive analysis. Bachelor’s degree required; 0–2 years’ experience; CFA/CIM preferred; hybrid work environment.

Qualifications

• Bachelor’s degree in business, commerce, finance or a related field.
• Between 0-2 years of relevant work experience.
• Interest in pursuing CFA or CIM designation is preferred.
• Advanced proficiency with Microsoft Word, Excel, and PowerPoint.
• Experience with eVestment or Bloomberg would be an asset.

Responsibilities

• Client servicing support: assist Investment Counsellors with portfolio analysis and client reports.
• Business development support: respond to RFIs/RFPs and prepare institutional presentations.
• Performance analysis: develop attribution commentary for investment strategies.
• Capital markets writing: contribute to client communications.
• Data sourcing and competitive analysis: update collateral and profiles.

Skills

Microsoft Office

Interpersonal skills

Attention to detail

Education

Bachelor’s degree in business, commerce, finance or a related field

Tools

eVestment

Bloomberg

Job description

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.

The Opportunity:

We are looking for a motivated candidate to join our team. The Analyst role amongst our Investment Services Team is one that is dynamic and challenging, with a strong focus on both personal and professional growth. The team works in collaboration with all departments, contributing to the firm’s growth and increased standing as a global, independent investment manager that is always committed to acting ethically and serving clients’ best interests. The team’s mandate is to support existing client relationships and business development efforts.

Primary responsibilities:

• Client servicing support: Support Investment Counsellors in the analysis & preparation of their client’s portfolios and custom research reports. Liaise with the investment management team to provide pertinent, current information on portfolio holdings to the investment services team.
• Business development support: 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.
• Performance analysis: develop performance attribution commentary and analysis for investment strategies sent to clients and prospects.
• Capital markets writing: Support original content creation to enhance the quality of communication with clients.
• Data sourcing: Updating institutional prospect and client collateral.
• Competitive analysis: Create and maintain competitor intelligence profiles and landscapes.
• Ad hoc: Working independently and within the team on ongoing strategic initiatives.

Candidate 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.

Why Letko Brosseau?

• 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).
• Work in a dynamic, collaborative, and high-performing team.
• 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.
• We offer a flexible, hybrid work environment.

We thank all candidates for applying, however only those selected for an interview will be contacted.