About Burgundy Asset Management LtdBurgundy 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.Position SummaryWe are seeking a highly motivated and detail‑oriented Investment Analyst to join Burgundy’s US Small‑ and Mid‑cap Equities team. The successful candidate will play a key role in identifying, analyzing, and monitoring high‑quality investment opportunities consistent with the firm’s long‑term investment philosophy. This role is well suited for an intellectually curious, highly analytical individual who enjoys deep fundamental research, values independent thinking, and is motivated by the challenge of understanding businesses in depth. The analyst will work closely with the Portfolio Managers and other members of the investment team and will have meaningful responsibility and visibility within the investment process.Key ResponsibilitiesConduct in‑depth fundamental research on publicly traded companies, including:Business models, competitive positioning, and industry structureFinancial performance, balance sheet strength, and capital allocationManagement quality, incentives, and corporate governanceBuild and maintain detailed financial models and valuation analysesDevelop clear,



well‑supported investment theses and communicate insights effectivelySupport portfolio construction and risk management processes by monitoring existing portfolio holdings and updating investment views as current information emergesEngage with company management teams, industry participants, and other relevant partiesContribute to internal investment discussions and debates, bringing independent perspectives and thoughtful challengeMaintain awareness of broader industry trends, macroeconomic factors, and competitive dynamics relevant to coverage universeUphold Burgundy’s high standards for intellectual rigor and integrityWhat We’re Looking ForPrior professional experience in investment research, equity analysis, investment banking, private equity, or related fields (approximately 2 years) is preferred but not required; recent graduates will also be consideredDemonstrated passion for investing and a genuine interest in understanding businessesIntellectual curiosity and confidence to challenge consensus views with well‑supported analysisExcellent analytical and problem‑solving skills, with solid financial and business acumenStrong written and verbal communication and presentation abilities, with the capacity to clearly articulate complex ideasAbility to work independently as well as collaboratively in a fast‑paced, team‑oriented environmentSound judgment,



integrity, and alignment with a long‑term, owner‑oriented investment mindsetStrong academic background in a discipline well‑suited to fundamental business and investment analysisWhy BurgundyWork in a high‑conviction culture where rigorous analysis and independent thinking are central to the investment processTake ownership and have a real impact with research informing portfolio decisionsDevelop as an investor over the long term, with access to experienced professionals and a culture committed to mentorship, learning, and professional growthEngage with businesses and management teams directly, building a stronger understanding of what drives sustainable performanceCompetitive compensation and benefits packageOpportunities for professional growth and advancementSalary$78,400.00 - $144,900.00Pay TypeSalariedBenefitsBMO 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. Compensation may include a commission structure and will vary by location, skills, experience, education, and qualifications for the role.EEO StatementWe are an equal opportunity employer. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. BMO is committed to an inclusive, equitable and accessible workplace.#J-18808-Ljbffr

📌 Investment Analyst, Burgundy Asset Management - $78,400 - $144,900 A Year (Winnipeg)
🏢 Burgundy Asset Management
📍 Winnipeg