Investment Reporting Associate
Burgundy Asset Management Ltd. is a global investment manager providing
discretionary investment management for private clients, foundations,
endowments, pensions and family offices. Founded in 1990, Burgundy strives to
protect and build our clients wealth over the long term. Burgundy is fully
independent and employee owned.
Reporting to the Senior Manager, Performance and Investment Reporting, you will
be responsible for supporting outstanding client service as well as
contributing to the firm s overall communications and reporting processes.
You will work closely with the Institutional and Private Client groups to
support their initiatives as well as other internal groups when necessary.
This role is a great opportunity to collaborate with different groups across
the firm in an effort 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 investme
approach and business operations. It is also an opportunity to develop
relationships across the firm, in the common goal of delivering high-quality
Liaise between the Investment Reporting team and the Instituti
Work with both client Relationship Managers and Portfolio Mana
generate high quality client and prospect materials
Complete presentations and marketing materials for client and
Complete RFPs (request for proposal), RFIs (request for inform
and DDQs (due diligence questionnaire) for Institutional and Private Client
Complete monthly and quarterly client/consultant requests, ran
from data submission to portfolio analysis
Collaborate in completing team responsibilities, such as
presentations, firm-wide reporting and updating consultant databases
Skills and Specifications
The ideal candidate will be:
Highly organized and detail-oriented, with the ability to mult
A creative problem-solver, with effective written and verbal
Adept at building and maintaining strong relationships with co
Timely and efficient with both individual and collaborative ta
Highly motivated towards achieving and exceeding goals
Highly proficient with Microsoft Office, particularly with Pow
3-5 years financial industry experience
Bachelor s Degree
Actively pursuing the Chartered Financial Analyst (CFA) design
Send your resume and cover letter to with the job
title (Investment Reporting Associate) in the email subject line. Please
include a short essay (350 words maximum) with an example of when you changed
an established process. Describe what hurdles you faced. How did you overcome
these challenges? What were the results of the new process?
Burgundy Asset Management Ltd. is an equal opportunity employer. Accommodations
on the basis of disability, and other accommodations as required by the Ontario
Human Rights Code, are available on request at all stages of the selection
process and during employment.
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