Analyst, Investment Services

Letko, Brosseau & Associates Inc; Toronto; Hybrid; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Annual bonus

Benefits from day 1

DPSP employer contribution

Hybrid work environment

Job summary

Letko, Brosseau & Associates invites a motivated Analyst to join the Investment Services Team. The role focuses on supporting client servicing, assisting in business development efforts and preparing portfolio analysis and reports for institutional clients.

You'll contribute to performance attribution, capital markets writing and data updates, while liaising with colleagues across Canadian offices. A hybrid work model and ongoing professional development are offered.

Qualifications

• Bachelor’s degree in business, commerce, finance or related field.
• 0–2 years of relevant work experience.
• Interest in pursuing CFA or CIM designation preferred.
• Advanced proficiency with Microsoft Suite (Word, Excel, PowerPoint).
• Experience with eVestment or Bloomberg is an asset.
• Knowledge of institutional investment industry is an asset.
• Professional presence with strong interpersonal and presentation skills.
• Self-motivated, well-organized and detail-oriented.
• Ability to handle confidential information.
• Team player with initiative and adaptability.
• Drafting documentation in French and English for Canadian/international clients.
• Liaising with staff across Montreal, Toronto, and Calgary.

Responsibilities

• Client servicing support: assist Investment Counsellors with portfolio analysis and client reports.
• Business development support: respond to RFIs/RFPs and customize institutional presentations.
• Performance analysis: develop attribution commentary for strategies shared with clients.
• Capital markets writing: support content creation to enhance client communications.
• Data sourcing: update institutional prospect and client collateral.
• Competitive analysis: create and maintain competitor intelligence profiles.
• Ad hoc: work independently and with the team on strategic initiatives.

Skills

Interpersonal skills

Presentation skills

Team player

Self-motivated

Microsoft Office

Education

Bachelor's degree in business/commerce/finance

Tools

eVestment

Bloomberg

Microsoft Excel

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.
  
• 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).

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.