Information Delivery Analyst

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

Job summary

AGF Investments in Toronto is seeking an Information Delivery Analyst to develop and maintain investment reports across units. You will extract data with SQL from multiple systems, define reporting requirements with stakeholders and ensure accurate documentation.

The role requires 2+ years of experience, investment knowledge across equities, fixed income, derivatives, and a university degree. Strong attention to detail, communication and problem-solving skills are essential.

Qualifications

• Minimum 2 years of related work experience.
• Strong attention to detail and accuracy.
• Excellent listening, interpersonal, written and oral communication skills.
• Investment knowledge across equities, fixed income, derivatives, and fund accounting.

Responsibilities

• Develop, generate and maintain portfolio reports across asset classes.
• Use SQL and other languages to extract and summarize data from investment systems.
• Collaborate with the development team to ensure data flows correctly.
• Coordinate recurring and ad-hoc information requests.
• Meet with stakeholders to define reporting requirements.
• Communicate reporting changes and enhancements to stakeholders.
• Document all processes.
• Coordinate tests and end-user reviews for new processes.
• Liaise with teams to maintain high levels of client service.

Skills

SQL

Relational databases

Business intelligence tools

Other coding languages

Education

University degree in a relevant area of study

Tools

Power BI

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 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 alternative 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 820,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.

About the Role:

Within the Investment Operations team, the Information Delivery Analyst’s role is to examine requirements, develop and maintain investment related reports for various business units across the organization. The individual will be required to manage requests for information and coordinate with internal teams for efficient delivery to our business partners.

Your Responsibilities:

• Develop, generate and maintain reports on portfolios covering different asset classes.
• Utilize SQL and other coding languages to extract and summarize data based on business logic from multiple investment systems.
• Collaborate with the development team to ensure data is flowing correctly through various systems.
• Facilitate recurring and ad-hoc requests from both internal and external parties.
• Meet with stakeholders to define reporting requirements and goals.
• Communicate reporting changes, enhancements and modifications to stakeholders so that issues and solutions are understood.
• Ensure proper documentation for all processes.
• Coordinate and perform in-depth tests, including end-user reviews, for modified and new processes and other post-implementation support.
• Liaise and collaborate with other teams and departments to ensure excellent levels of client service. Build and maintain positive working relationships.

What You Bring:

• Investment knowledge on equities, fixed income, derivatives, fund accounting, performance and attribution.
• Strong knowledge of SQL and multiple relational databases. Exposure to other coding languages and business intelligence tools.
• Minimum 2 years of related work experience.
• University degree in a relevant area of study.
• Strong attention to detail, and keen on accuracy.
• Excellent listening, interpersonal, written and oral communication skills.
• Logical and efficient, with strong problem-solving skills.
• Highly self-motivated and able to work independently with minimal supervision.
• Relationship building: able to build, maintain and manage strong relationships with investment managers, analysts and client services agents.

Your Competencies:

• Integrity: Demonstrates high degree of personal integrity and respect, fostering mutual trust at all times
• Client Centered: Takes initiative to anticipate and investigate client needs and implement appropriate solutions. Clients include but are not limited to internal partners (peers, colleagues) and external clients.
• Accountability: Assumes personal responsibility for goals, outcomes and deadlines. * Communicator: Communicates clearly and listens effectively; keeps others informed; deals effectively with conflict.
• Team Builder: Develops and maintains effective relationships with others, e.g., managers, employees, colleagues, customers, and/or other departments. Cooperates with others and is willing to help. Encourages teamwork within own department. Cooperates across other departments.
• Planning and Organization: Manages oneself to achieve results. Delivers results efficiently and effectively. Be able to handle multiple projects at one time.
• Analytical Thinking: Ability to comprehend a situation by breaking it down into its components and identifying key or underlying complex issues.
• Courage of Convictions: Belief in one’s own capability as expressed in increasingly challenging circumstances and confidence in one’s decisions or opinions.
• Continuous Learning: Possesses and applies job-related knowledge in the completion of work and activities.

Compensation:

The anticipated compensation range for this role is $60,000 – $80,000 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.

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 [e-mail] so that appropriate arrangements can be made.

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