Associate, Institutional Team

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ABOUT BURGUNDY ASSET MANAGEMENT LTD

Burgundy Asset Management LTD is a division of BMO Financial Group. Within BMO Wealth Management, Burgundy functions as an independent line of business. Burgundy Asset Management Ltd is a global investment manager providing discretionary investment management for private clients and institutions. Founded in 1990, we invest with a long-term, fundamental approach – building concentrated portfolios of high-quality businesses to protect and compound clients' capital over time.

Our culture is grounded in honesty, courage, and doing what is right for our clients – and we look for candidates who share these values.

The Position
You will be responsible for supporting outstanding client service as well as contributing to day-to-day reporting needs, business development projects and global databases used by consultants around the world. You will work closely with the Institutional group in our Toronto office to support their initiatives as well as other internal groups when necessary.

This role is a great opportunity to collaborate with the Institutional Relationship Managers to provide  outstanding client experience as well as to contribute towards prospect and business development opportunities. This is a dynamic role that will result in extensive knowledge of Burgundy's investment approach and business operations.

Responsibilities

• Develop a deep understanding of the firm, investment philosophy and investment strategies
• Analyze and interpret internal and external data
• Develop strong relationships and provide support to Institutional Client teams to generate high quality client and prospect materials
• Draft, review and submit RFPs (request for proposal), RFls (request for information) and DDQs (due diligence questionnaire) for Institutional clients and prospects
• Complete monthly and quarterly client/consultant requests, ranging from data submission to  portfolio analysis and updating consultant databases
• Collaborate and liaise within the team and more broadly within the firm to complete team responsibilities, such as presentations and systems projects

Skills and Specifications

The ideal candidate will be:

• Highly organized and detail-oriented, with the ability to multi-task within tight timelines
• A creative problem-solver, with effective written and verbal communication skills
• Adept at building and maintaining strong relationships with colleagues
• Timely and efficient with both individual and collaborative tasks
• Highly motivated towards achieving and exceeding goals
• Highly proficient with Microsoft Office, particularly with PowerPoint and Excel
   

Qualifications

• Bachelor's Degree
• Experience in the financial industry an asset
• Fluently bilingual in French and English an asset
• Actively pursuing the Chartered Financial Analyst (CFA) designation

Required Qualifications

• Minimum 2 years of investment and financial services (or related) industry experience.
• Post-secondary degree.
• Chartered Financial Analyst (CFA) designation, Financial Planning (CFP) designation or willingness to pursue.
   

Salary :

Pay Type:

The above represents BMO Financial Group's 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 Group's expected target for the first year in this position.

BMO Financial Group's 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: 

About 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's 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.