Letko

Financial Planning and Analysis

• Develop in-depth knowledge of one or more industries and publicly traded companies
• Provide investment recommendations for securities within industry coverage
• Maintain up-to-date investment theses and financial models on portfolio companies
• Recommend changes to portfolio composition when appropriate
• Meet regularly with management of publicly traded companies
• Visit company operations and perform required due diligence
• Develop a pipeline of potential investment opportunities
• Assist Client Servicing / Business Development with client queries, data collection, presentations, promotional material, and communications
• Review proxies and determine voting in accordance with firm proxy voting policies
• Actively participate in investment team meetings
• Contribute to teamwide investment decisions

Explore Investment Analyst – Campus Recruitment, McGill at Letko. Review requirements and application details.