Associate, Client Solutions & Fundraising

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.

Experience:

Mid-level

Education Required:

Undergraduate degree in finance or related field

Salary Range:

$85, 000 - $100, 000

Position description

About the Role:

This is a unique opportunity to play an important role in supporting the development and execution of a Canadian retail distribution strategy that will drive the growth of the overall AGF Capital Partners business. This role will benefit from a motivated and articulate investment sales professional who can make an immediate impact to the team by contributing to our distribution efforts.

We are an entrepreneurial team that values teamwork, resourcefulness, strong attention to detail and the ability to multi-task within a collaborative and dynamic environment.

The successful candidate will be an important member of the team with the primary responsibility of helping to increase the distribution of AGF Capital Partners products; primarily through Canadian banks and other wealth management platforms. This role will be national in scope and will require you to conduct a high volume of cold calls and emails, while assisting with the management of existing clients.

In this role, you will have the opportunity to acquire strong knowledge of private equity, hedge funds, private credit and other alternative investment strategies.

Your Responsibilities:

Collaborate with the team to increase sales and market share of AGF Capital Partners products
Support business development efforts by conducting high volume prospecting of investment advisors through phone calls and emails
Identify new prospects, set up introductory and follow up meetings with senior team members
Proactively develop and strengthen new and existing advisor relationships through timely and professional client servicing. This includes ad hoc requests such as preparing and sharing material on funds, product questions etc.
Coordinate and participate in branch presentations, client seminars, road shows, conferences, and industry events
Conduct regional market research on organizations and people to identify new sales opportunities
Effectively utilize sales tools including technology (CRM, Leads Module) to best achieve required business results
Maintain up to date client information in the CRM database including detailed meeting and call notes
Assist the team with due diligence requests from prospective investors (RFPs, DDQs, investment case studies, online data rooms)
Assist with ongoing compliance and administrative tasks

Required skills / Experience

Your Qualifications:

Undergraduate degree in finance or related field
1-3 years of prior experience in a sales role within the financial services industry is a strong asset
1+ years of sales experience, preferably in a role with a high volume of cold calls and emails to prospective clients
Knowledge of alternative asset classes preferred, but not required
Knowledge of Salesforce.com a strong asset
Strong computer skills, including Microsoft Office (Word, Excel, Powerpoint)
Developing presentation skills and proven exceptional telephone skills
Demonstrated ability to develop and maintain client relationships
Strong communication skills, both written and verbal
Strong organizational skills and ability to multitask
Excellent interpersonal, judgment & decision-making skills
Self-motivated and ability to be a strong team player
Must have a desire to work in a team-oriented and entrepreneurial sales environment

Associate, Client Solutions & Fundraising

How to Apply

Please apply at the link on our company website here: https://agf.wd3.myworkdayjobs.com/en-US/AGF_Careers/details/Associate–Client-Solutions—Fundraising_R11113-1

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