Investment Analyst (Vice President), BMO Burgundy Asset Management

Address:

Conducts investment research to support portfolio and business objectives including researching managers and/or performing fundamental quantitative or credit research that supports portfolio management and the development of new investment strategies. Works closely with Portfolio Managers and the portfolio management team to capture research in the portfolio management process.

• Acts as a trusted subject matter expert to assigned investment sector(s) or coverage area.
• Influences and negotiates to achieve investment objectives.
• Recommends and implements solutions or recommendations based on analysis of issues and implications for the investment sector and/or portfolio.
• May assist in the development of sector or portfolio strategies.
• Identifies emerging issues and trends to inform decision-making.
• Conducts independent analysis and assessment to contribute to team priorities or strategies to resolve strategic issues.
• Works with more senior staff on larger and/or more-complex client portfolios or mandates territories issues and relationships.
• Monitors and tracks performance and addresses any issues.
• Designs and produces regular and ad-hoc reports and dashboards.
• Analyses complex data and information to provide insights and recommendations.
• May manage databases and provide support for analysis forecasting and/or data visualization ensuring adherence with data governance standards.
• Provides input into the planning and implementation of operational programs.
• Employs systems (e.g. customized exception reports tracking reports etc.) to manage information.
• Integrates information from multiple sources to enable more efficient processes enhanced analysis and/or streamlined research.
• Executes research according to the specific discipline/portfolio management requirements (manager research quantitative research fundamental research etc.).
• Develops tests and implements selection factors and models asset allocation factors and models and portfolio construction and risk modeling.
• May research and select managers for their investment platforms and/or sub-advised funds wrap products etc. Seeks new opportunities and provides information about investment performance philosophy and asset allocation.
• Monitors domestic and international economic and political trends for potential impact on the fundamentals of issuers industries and portfolios.
• Reviews academic literature and maintains knowledge and understanding of the market/industry.
• Evaluates alternate third-party data sources models or software.
• Presents research results to internal and external clients.
• Provides written and verbal research reports to Portfolio Managers for communication to clients.
• Focus is primarily on business/group within BMO; may have broader enterprise-wide focus.
• Provides specialized consulting analytical and technical support.
• Exercises judgment to identify diagnose and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Advanced understanding of the functional area.
• Growing understanding of the market.
• In-depth analytical and interpretive skills; capable of sourcing and identifying pertinent factors from large volumes of information.
• In-depth organizational skills; strong attention to detail and risk.
• Able to maintain effectiveness accuracy and performance in a fast-paced and demanding environment with multiple concurrent priorities.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

About Burgundy Asset Management Ltd:

Burgundy Asset Management is part of BMO Financial Group. Burgundy Asset Management is a global investment manager providing discretionary investment management for private clients foundations endowments pensions and family offices. Founded in 1990 Burgundy employs a quality-value investment approach to preserve and grow our clients capital over the long term. We strive to protect and build our clients wealth with a commitment to long-term success.

The above represents BMO Financial Groups pay range and type.

Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit: Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.

As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others differences we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.