Letko

Financial Planning and Analysis

• Support Investment Counsellors in analyzing and preparing client portfolios and custom research reports
• Liaise with the investment management team to provide current, pertinent information on portfolio holdings
• Respond to RFIs, RFPs and DDQs from consultants and institutional prospective clients
• Ensure consultant data is provided regularly
• Assist in customizing presentations for institutional prospects
• Develop performance attribution commentary and analysis for investment strategies sent to clients and prospects
• Support original capital markets content creation to enhance client communications
• Update institutional prospect and client collateral
• Create and maintain competitor intelligence profiles and landscapes
• Work independently and within the team on ongoing strategic initiatives
• Support existing client relationships and business development efforts
• Collaborate with all departments to contribute to the firm’s growth and client service objectives

Investment Services Analyst

• Conduct independent, in-depth research on an industry and individual companies.
• Review company strategies, assess their plans, and analyze future challenges and opportunities.
• Build a comprehensive profile of companies and their operating environment.
• Develop detailed multi-year financial forecasts.
• Assess risks and opportunities related to major environmental, social, and governance (ESG) issues facing each company covered.
• Maintain up-to-date financial models.
• Actively participate in Investment Management team meetings.
• At the end of the internship, formulate a rigorous investment recommendation, including development of a strategic investment thesis and an oral presentation to the investment team.

Investment Services Analyst

Internship – Investment Analyst