Sales Coordinator, AGF Capital Partners

AGF Management Limited; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading asset management firm in Toronto is seeking a Sales Coordinator. This role involves collaborating on investor requests, supporting business development, and managing client information. Ideal candidates will have 1-4 years of experience in a similar role and advanced skills in Microsoft Office. This position offers a full-time contract and the opportunity to work in a dynamic team environment.

Qualifications

• 1-4 years of prior experience in a sales and/or client service role within the financial services industry.
• Advanced knowledge of Microsoft Office suite.
• Ability to manage multiple client requests and projects.

Responsibilities

• Ensure investor requests and questions are accurately and promptly addressed.
• Support business development efforts to help increase sales.
• Coordinate all aspects of Capital Partners’ events.

Skills

Communication skills

Relationship building

Time management

Attention to detail

Problem-solving

Education

Related post-secondary education

Tools

Salesforce

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Microsoft Outlook

Job description

Sales Coordinator, AGF Capital Partners page is loaded

Sales Coordinator, AGF Capital Partners

Apply locations Toronto, ON time type Full time posted on Posted 30+ Days Ago job requisition id R11130

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 AGF Capital Partners:

The AGF Capital Partners team is responsible for building a diversified alternatives business, focused on significant growth opportunities in the private equity, real assets, private credit, and liquid alternative sectors. Building on AGF’s existing alternatives and private markets experience, the team is tasked with developing and implementing a long-term strategic plan to build a multi-boutique alternatives business that will stand alongside AGF’s public markets business and expand the breadth of offerings and value proposition to our clients.

A small team, designed to be nimble and forward thinking, we operate with a flat structure and shared responsibility, with each team member working across a range of tasks and leveraging AGF’s breadth of resources on behalf of our affiliate managers.

AGF Capital Partners multi-boutique structure currently serves three affiliates:

• Kensington Capital Partners, a Toronto based mid-market private equity and venture capital asset manager with $2.6 billion of assets under management.
• New Holland Capital, a New York based multi-strategy, absolute return asset manager with US$5.5 billion of assets under management.
• AGF | SAF Private Credit Management, a joint venture with SAF Group, a Calgary based private credit manager, focused on mid-market direct lending in Canada.

AGF Capital Partners’ affiliate managers collectively manage approximately $12B in AUM across private equity, private credit, venture capital and hedge fund strategies.

Your Responsibilities:

• Ensure investor requests and questions are accurately and promptly addressed by collaborating with the team and service providers
• Support business development efforts to help increase sales and market share of AGF Capital Partners products
• Coordinate and assist with ongoing due diligence requests from potential and existing investors (RFPs, DDQs, investment case studies, online data rooms).
• Assist with the development of meeting material preparation as needed (PowerPoint decks, Word, Excel)
• Coordinate all aspects of Capital Partners’ events (client meetings, appreciation, product manager presentations, team accountability meetings, and portfolio management presentations)
• Maintain client related information in AGF’s CRM database
• Prioritize incoming emails and respond to both internal and client inquiries/requests
• Assist with the distribution of outbound investor communication including update notices, quarterly investor letters, financial statements, tax documentation, etc.
• Manage new investor documentation, including reflecting changes on existing investor information, and handle ongoing compliance-related requests in an accurate and timely manner.
• Ad hoc administrative requests

Your Qualifications:

• 1-4 years of prior experience in a sales and/or client service role within the financial services industry is a strong asset
• Related post-secondary education
• Advanced knowledge of Microsoft Word, PowerPoint, Excel and Outlook
• Excellent communication skills, both written and verbal
• Strong relationship building skills with an ability to quickly build rapport with clients over the phone
• Ability to manage multiple client requests and projects
• Excellent interpersonal skills, combined with a high degree of professionalism
• Strong planning and organizational skills, with a demonstrated ability to use sound judgement when prioritizing deliverables and competing priorities
• Excellent attention to detail
• Ability to work well under pressure and meet deadlines
• Solutions-focused, with the ability to summarize matters succinctly and offer ideas to rectify issues
• Ability to take initiative, work both independently and in a team environment
• Strong organizational time management and problem-solving skills
• Experience using a CRM system – preferably Salesforce
• Ability to learn new systems quickly (i.e. Concur and Salesforce)
• Knowledge of the financial industry would be 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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About Us

Invested in Discipline.

At AGF, our approach is defined by three principles: S hared I ntelligence , M easured A pproach and Active A ccountability .

Together, they create a disciplined process that is transparent, repeatable, and deeply woven into our DNA – delivering consistent outcome to our clients, whatever tomorrow may bring.