Analyst, Product Strategy

AGF; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

AGF is seeking an Analyst to support its investment products and enhance business development efforts. The role requires expertise in product knowledge and research, alongside strong analytical and communication skills. Ideal candidates will have a degree in finance or a related field and prior experience in the asset management industry.

Qualifications

• Minimum 1-3 years experience in asset management preferred.
• Experience with mutual funds and retail investment products advantageous.
• Working toward relevant industry certifications (CFA, CIM, etc.) is a plus.

Responsibilities

• Conduct product management activities to support business development.
• Analyze and report on competitors' investment offerings.
• Develop marketing collateral and conduct product-related research.

Skills

Written communication

Verbal communication

Analytical skills

Problem-solving

Attention to detail

Education

University degree in business, finance, or economics

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Morningstar Direct

eVestments

Preqin

Salesforce

Job description

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.

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