Analyst, Product Strategy
Job Summary
Analyst Product Strategy
About AGF Management Limited:
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 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 firms 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.
Headquartered in Toronto Canada AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 820000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.
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 AGFIs 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 AGFs 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 AGFs 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 AGFs 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.
What you Bring:
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 $75000 - $85000 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 isan 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 forapplicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process please contact us at so that appropriate arrangements can be made.
# R11297Required Experience:
IC