Burgundy Asset Management Analyst Position

Join Burgundy Asset Management as an Investment Analyst, where you will analyze US small- and mid-cap equities. This role emphasizes deep fundamental research and investment strategy development.

Burgundy Asset Management, part of BMO Financial Group, is searching for an insightful Investment Analyst to join its US Small- and Mid-cap Equities team. This role is designed for individuals who excel in conducting thorough analyses, enjoy working collaboratively with a dedicated team, and are keen on making independent investment decisions. You will contribute valuable insights to investment discussions and support ongoing portfolio management.

Key Responsibilities:

• Perform comprehensive research on public companies

• Develop financial models for valuation purposes

• Articulate investment theses to the investment team

• Assist in monitoring existing portfolio holdings

• Participate in discussions with management teams

Requirements:

• Professional experience in investment research or equity analysis preferred

• Strong analytical and business acumen

• Clear verbal and written communication skills

• Capacity to challenge consensus with analysis

• Relevant academic background for investment analysis

Thrive in an environment focused on rigorous analysis and ethical investing at Burgundy.
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