Job Description: Investment Research & Security Selection Conduct in-depth fundamental research across global equity markets, including company analysis, financial modeling, valuation, and risk assessment

Generate high-conviction investment ideas aligned with Leith Wheelers long-term, bottom-up investment philosophy

Maintain deep coverage of assigned sectors and companies, with a generalist mandate rather than narrow specialization

Monitor existing holdings and investment theses, recommending buy, hold, or sell decisions as appropriate Portfolio Management Support Contribute to portfolio construction, position sizing, and risk management discussions for Global Equity and U.S. SMID portfolios

Support ongoing portfolio reviews, performance attribution, and risk analysis

Exercise independent judgment while collaborating closely with portfolio managers on investment decisions Collaboration & Communication Work closely with other members of the Global Equity team to share insights, debate investment ideas, and strengthen overall research quality

Participate in investment committee discussions and internal research forums

Support client-facing activities as needed,



including preparation of investment commentary and participation in client meetings or presentations Job Qualifications: 510 years of relevant investment experience in equity research and/or portfolio management, preferably within a buy-side environment Registered Portfolio Manager designation (or eligibility to register) CFA designation Demonstrated experience covering global equities and/or U.S. small and mid-cap stocks Strong financial modeling, valuation, and analytical skills Proven ability to think independently while operating effectively in a team-oriented investment culture Excellent written and verbal communication skills High degree of intellectual curiosity, integrity, and alignment with a long-term investment mindset What We Offer: Meaningful investment responsibility within a collaborative team Long-term, fundamentals-driven investment culture with genuine decision-making input Broad exposure to Global Equity and U.S. SMID strategies Direct access to senior investment leadership Secure employee-owned firm with strong client alignment Collegial, respectful work environment that values collaboration, humility, and long-term careers Competitive compensation, comprehensive benefits, and support for professional development

📌 Portfolio Manager - Equity (Montreal)
🏢 Leith Wheeler Investment Counsel
📍 Montreal