Top Benefits
About the role
About AGF: Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.
About the Role: Reporting directly to the AVP, Product Strategy, the Analyst will support AGF Investments’ (AGFI) breadth of products with a goal of accelerating the achievement of client and business objectives. The Analyst will be responsible for subject matter expertise on AGFI’s products to deliver timely and insightful product related support to business development activities as well as playing an active role in product initiative research and analysis.
**Your Responsibilities:
Product Management:** Develop an in-depth knowledge of AGF’s suite of investment offerings across all vehicle types and asset classes to support business development
- Assist various internal business partners by sourcing product information and analytics
- Support data and information gathering for various requests internally and externally
- Develop appropriate product reporting and analysis to contribute to marketing positioning and distribution opportunities
- Prepare illustrations and analytical reports highlighting performance and risk analytics on various investments and portfolios while ensuring accuracy and completeness
- Contribute to the creation of marketing collateral through idea generation and analytical support
- Support AGF’s distribution partners through creation and circulation of product related insights, commentaries, market updates, and additional value-added materials
- Assist in the creation and distribution of educational content and training material on AGF’s investment strategies for institutional and retail distribution partners
Initiative Research & Analysis:
- Support team members in recurring and ad-hoc research efforts and work to develop new insights
- Analyze, evaluate and report on competitors’ investment offerings, development efforts, and market share
- Track product evolution and broad investment industry trends
- Maintain and enhance current reporting, and contribute to the development of new insights and reporting
- Model and test various product-related concepts such as changes to benchmarks, allocations, and/or fund combinations
Your Qualifications:
- Excellent written and verbal communication skills
- A University degree in business, finance, economics, or field relevant to role
- Proficient expertise in Microsoft products such as Excel, Word, and PowerPoint required
- Prior experience related to mutual funds and other retail investment products is an asset
- Excellent analytical and problem-solving skills
- Experience working in a fast-paced environment
- Working towards accreditations and certifications that reflect knowledge of the investment/asset management industry such as the CSC, CIM, CFA, CAIA, CIFC, etc. an asset
- Experience with Morningstar Direct, eVestments, Preqin, Salesforce, and other investment and wealth management research tools/services is an asset
- A minimum of 1-3 years of experience in the asset management industry is preferred
- Motivated self-starter with exceptional planning, attention to detail, and collaboration skills
No unsolicited agency referrals please.
AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.
R11161
About AGF Investments
AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally. The investment teams draw upon and integrate fundamental and quantitative investing capabilities and research across the companies. AGF Investments’ disciplined approach, global mindset and eye to risk management have allowed us to continue to evolve and thrive as a diversified asset manager. AGF Investments’ teams embrace a culture of collaboration with the belief that an interconnected team leads to a better understanding of an interconnected world as we strive to deliver on investment objectives and provide an exceptional client experience.
AGF Investments’ offerings include a broad range of equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating solutions.
AGF Investments services a diverse client base from financial advisors and individual investors to institutional investors across the globe through segregated accounts, mutual funds, exchange-traded funds and separately managed accounts.
AGF Investments entities only provide investment advisory services or offers investment funds in the jurisdiction where such firm and/or product is registered or authorized to provide such services.
Top Benefits
About the role
About AGF: Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.
About the Role: Reporting directly to the AVP, Product Strategy, the Analyst will support AGF Investments’ (AGFI) breadth of products with a goal of accelerating the achievement of client and business objectives. The Analyst will be responsible for subject matter expertise on AGFI’s products to deliver timely and insightful product related support to business development activities as well as playing an active role in product initiative research and analysis.
**Your Responsibilities:
Product Management:** Develop an in-depth knowledge of AGF’s suite of investment offerings across all vehicle types and asset classes to support business development
- Assist various internal business partners by sourcing product information and analytics
- Support data and information gathering for various requests internally and externally
- Develop appropriate product reporting and analysis to contribute to marketing positioning and distribution opportunities
- Prepare illustrations and analytical reports highlighting performance and risk analytics on various investments and portfolios while ensuring accuracy and completeness
- Contribute to the creation of marketing collateral through idea generation and analytical support
- Support AGF’s distribution partners through creation and circulation of product related insights, commentaries, market updates, and additional value-added materials
- Assist in the creation and distribution of educational content and training material on AGF’s investment strategies for institutional and retail distribution partners
Initiative Research & Analysis:
- Support team members in recurring and ad-hoc research efforts and work to develop new insights
- Analyze, evaluate and report on competitors’ investment offerings, development efforts, and market share
- Track product evolution and broad investment industry trends
- Maintain and enhance current reporting, and contribute to the development of new insights and reporting
- Model and test various product-related concepts such as changes to benchmarks, allocations, and/or fund combinations
Your Qualifications:
- Excellent written and verbal communication skills
- A University degree in business, finance, economics, or field relevant to role
- Proficient expertise in Microsoft products such as Excel, Word, and PowerPoint required
- Prior experience related to mutual funds and other retail investment products is an asset
- Excellent analytical and problem-solving skills
- Experience working in a fast-paced environment
- Working towards accreditations and certifications that reflect knowledge of the investment/asset management industry such as the CSC, CIM, CFA, CAIA, CIFC, etc. an asset
- Experience with Morningstar Direct, eVestments, Preqin, Salesforce, and other investment and wealth management research tools/services is an asset
- A minimum of 1-3 years of experience in the asset management industry is preferred
- Motivated self-starter with exceptional planning, attention to detail, and collaboration skills
No unsolicited agency referrals please.
AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.
R11161
About AGF Investments
AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally. The investment teams draw upon and integrate fundamental and quantitative investing capabilities and research across the companies. AGF Investments’ disciplined approach, global mindset and eye to risk management have allowed us to continue to evolve and thrive as a diversified asset manager. AGF Investments’ teams embrace a culture of collaboration with the belief that an interconnected team leads to a better understanding of an interconnected world as we strive to deliver on investment objectives and provide an exceptional client experience.
AGF Investments’ offerings include a broad range of equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating solutions.
AGF Investments services a diverse client base from financial advisors and individual investors to institutional investors across the globe through segregated accounts, mutual funds, exchange-traded funds and separately managed accounts.
AGF Investments entities only provide investment advisory services or offers investment funds in the jurisdiction where such firm and/or product is registered or authorized to provide such services.