Director, Portfolio Specialist

AGF Management Limited; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading asset management firm is seeking a Portfolio Specialist to bridge between investment management, sales, and clients. The role involves providing investment insights, supporting sales efforts, and creating compelling content while engaging with key stakeholders. Ideal candidates will possess strong investment acumen and communication skills, along with a finance-related degree.

Qualifications

• In-depth understanding of investment products and market dynamics.
• Ability to create institutional-quality content.
• Strong verbal communication skills for presentations.

Responsibilities

• Manage questions from Sales; draft RFP responses.
• Write fund commentaries and market insights.
• Lead meetings with clients on portfolio strategy.

Skills

Investment Knowledge

Writing

Communication

Organizational Skills

Interpersonal Skills

Education

Undergraduate degree in Finance or Economics

CFA or CAIA designation

Tools

Microsoft Office

Bloomberg

FactSet

Job description

About AGF:

Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.

About the Role:

As a member of the Marketing & Product team, the Portfolio Specialist serves as a key liaison between the Investment Management Team, Sales & Distribution, and Clients/Prospects. The role requires deep knowledge of investment products, strategies and a broad understanding of market conditions that influence asset allocation and portfolio positioning. The Portfolio Specialist is responsible for ensuring that product insights, market trends and investment strategies are effectively communicated to both internal and external stakeholders.

Your Responsibilities:

Sales & Marketing Support

• Manage questions and requests from Sales and the RFP group on investment products; Draft and verify RFP responses and due diligence materials with appropriate personnel
• Work in cooperation with Marketing colleagues to develop or update sales presentations, brochures and other collateral; Coordinate with Compliance to ensure materials adhere to regulatory standards
  

Content Creation

• Write fund commentaries, white papers and product-specific market insights to communicate portfolio positioning and outlook; Develop thought leadership content for both internal and external audiences
• Create and maintain on a consistent basis presentation material and decks for portfolio managers and sales staff
  

Research & Analysis

• Stay informed on economic indicators, market conditions and portfolio positioning for use in creating regular internal investment communications and ad-hoc notes
• Collaborate with portfolio managers to produce data-driven insights and thematic updates
  

Client-Facing & Stakeholder Engagement

• Lead or participate in meetings with existing and prospective clients, covering portfolio strategy, performance and market outlook
• Represent mandate at conferences, roadshows and advisor events, delivering presentations on investment strategies
• Collaborate with strategic partners and other internal teams to address client needs and maintain strong relationships

Your Qualifications:

• Investment Knowledge: In-depth understanding of investment products and relevant market dynamics; Familiarity with economic indicators, macro trends and portfolio construction principles
• Writing, Communication & Presentations: Demonstrated ability to create institutional-quality content (e.g. commentaries, white papers); Excellent verbal communication to deliver presentations, explain complex concepts and address client inquiries
• Organizational Skills: Strong attention to detail and ability to manage multiple tasks under tight deadlines in a fast-paced environment
• Interpersonal & Relationship Management: Ability to work cross-functionally with Sales, Compliance, Portfolio Managers and other teams; Strong relationship building skills for managing internal and external stakeholders
• Compliance Awareness: Familiarity with regulatory standards and ability to produce materials that meet compliance guidelines a plus
• Technical Proficiency: Competency in Microsoft Office (PowerPoint, Excel) and familiarity with financial data tools (Bloomberg, FactSet) for research and presentation development
• Education: Undergraduate degree in Finance, Economics or related field required (advanced degree an asset); Interest or completion of relevant professional designations (e.g., CFA, CAIA) an asset

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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