Analyst, Investment Services

Posted 7 Days Ago
Be an Early Applicant
Toronto, ON, CAN
Hybrid
Junior
Hardware • Professional Services • Consulting • Industrial
The Role
Supports investment counsellors with client portfolio analysis, custom research reports, performance attribution, and investment communications. Responds to institutional RFIs, RFPs, and DDQs, maintains prospect and client collateral, develops presentations, and performs competitor analysis. The role also involves capital markets writing, data sourcing, strategic initiatives, and bilingual documentation for Canadian and international clients.
Summary Generated by Built In

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.


                                           

Skills Required

  • Bachelor’s degree in business, commerce, finance, or a related field
  • 0–2 years of relevant work experience
  • Advanced proficiency with Microsoft Word, Excel, and PowerPoint
  • Professional presence with strong interpersonal and presentation skills
  • Ability to handle confidential information
  • Strong organization, attention to detail, initiative, flexibility, and adaptability
  • Team-oriented, proactive, self-motivated, and resourceful approach
  • Interest in pursuing the CFA or CIM designation
  • Experience with eVestment or Bloomberg
  • Knowledge of the institutional investment industry
  • Ability to draft documentation in French and English
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The Company
320 Employees

What We Do

LBA Group, Inc. provides technology and risk management for industrial and telecommunications infrastructure assets in the radio frequency and electromagnetic spaces. Through its divisions—LBA Technology, LBA University, and Lawrence Behr Associates—the company delivers technical RF infrastructure hardware, professional technical consultancy, and online safety and compliance certification training to the wireless, industrial, and broadcasting sectors worldwide.

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