Analyst, Product Strategy
Founded in 1957, AGF Management Limited 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:
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.
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.
A minimum of 2-5 years of experience in the asset management industry is preferred.
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.
Proficient expertise in Microsoft products such as Excel, Word, and PowerPoint required.
Motivated self-starter with exceptional planning, attention to detail, and collaboration skills.
Compensation:
The anticipated compensation range for this role is $75,000 - $85,000 annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.). Actual compensation will be determined based on many factors such as role location, candidate experience / qualifications, market conditions, and internal equity.
AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans.
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No unsolicited agency referrals please.
AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.
We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.
We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at hr@agf.com so that appropriate arrangements can be made.
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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.
