Investment Services Analyst

Letko

Investment Services Analyst supporting client portfolio analysis, institutional proposals, and performance reporting. Contributing to client communications and business development at Canada’s independent global investment manager.

Posted 8/19/2026full-timeToronto • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills in portfolio analysis and client reporting, with advanced proficiency in Microsoft Suite and a foundational understanding of the institutional investment industry. Capable of effective communication in both French and English, supporting client relationships and business development initiatives.

Highest-signal resume keywords

Portfolio AnalysisClient ReportingMicrosoft Suite ProficiencyInstitutional Investment KnowledgeBilingual Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio AnalysisPerformance Attribution AnalysisRFI ResponseRFP ResponseDDQ ResponseDocumentation DraftingData ManagementCompetitor IntelligencePresentation CustomizationResearch Reporting

Soft Skills

Interpersonal SkillsPresentation SkillsSelf-MotivatedOrganizational SkillsTeam Player

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointEVestmentBloomberg

Certifications & Qualifications

CFACIM

Industry Keywords

Investment ManagementClient CommunicationsInstitutional ClientsCapital MarketsConfidential Information Handling

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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 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
Ability to draft documentation in French and English
Ability to liaise with employees based in various Canadian offices

Benefits

Comp & perks

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)
Flexible, hybrid work environment
Dynamic, collaborative, and high-performing team
Supportive and inclusive work environment
Personal and professional growth opportunities