Director, Portfolio Specialist

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.

Experience:

Senior-level

Education Required:

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

Salary Range:

Not Specified

Position description

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.

Required skills / Experience

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

Director, Portfolio Specialist

How to Apply

Please apply through our careers page by the link below.

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