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Analyst, Product Strategy
AGF Investments
Toronto, CAN
Full Time
Mid
1 weeks ago
Morningstar DirecteVestmentsPreqinSalesforceMicrosoft ExcelMicrosoft Word
Free
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About the Role
AGF Investments seeks an Analyst to support product strategy and business development. You will develop in-depth knowledge of investment offerings, create product reporting and analytics, and support distribution partners.
Key Skills for This Role
Morningstar DirecteVestmentsPreqinSalesforceMicrosoft ExcelMicrosoft Word
Responsibilities
- Develop in depth knowledge of AGF's suite of investment offerings across all vehicle types and asset classes
- Assist internal business partners by sourcing product information and analytics
- Support data and information gathering for internal and external requests
- Develop product reporting and analysis to contribute to marketing positioning and distribution opportunities
- Prepare illustrations and analytical reports highlighting performance and risk analytics
- Contribute to creation of marketing collateral through idea generation and analytical support
- Support distribution partners through creation and circulation of product insights, commentaries, and market updates
- Assist in creation and distribution of educational content and training material on investment strategies
- Support team members in recurring and ad hoc research efforts
- Analyze, evaluate, and report on competitors' investment offerings and market share
- Track product evolution and broad investment industry trends
- Model and test product related concepts such as changes to benchmarks, allocations, and fund combinations
Requirements
- University degree in business, finance, economics, or related field
- Minimum 2 5 years of experience in asset management industry
- Excellent written and verbal communication skills
- Excellent analytical and problem solving skills
- Proficient in Microsoft Excel, Word, and PowerPoint
- Experience with Morningstar Direct, eVestments, Preqin, Salesforce is an asset
- Working towards CSC, CIM, CFA, CAIA, CIFC certifications is an asset
Full Job Posting
About the Role
- The Analyst will support AGF Investments' breadth of products with a goal of accelerating achievement of client and business objectives.
- The Analyst will be responsible for subject matter expertise on AGFI's products to deliver timely and insightful product related support to business development activities.
- The Analyst will play an active role in product initiative research and analysis.
Product Management
- Develop an in depth knowledge of AGF's suite of investment offerings across all vehicle types and asset classes to support business development.
- Assist various internal business partners by sourcing product information and analytics.
- Support data and information gathering for various requests internally and externally.
- Develop appropriate product reporting and analysis to contribute to marketing positioning and distribution opportunities.
- Prepare illustrations and analytical reports highlighting performance and risk analytics on various investments and portfolios while ensuring accuracy and completeness.
- Contribute to the creation of marketing collateral through idea generation and analytical support.
- Support AGF's distribution partners through creation and circulation of product related insights, commentaries, market updates, and additional value added materials.
- Assist in the creation and distribution of educational content and training material on AGF's investment strategies for institutional and retail distribution partners.
Initiative Research & Analysis
- Support team members in recurring and ad hoc research efforts and work to develop new insights.
- Analyze, evaluate and report on competitors' investment offerings, development efforts, and market share.
- Track product evolution and broad investment industry trends.
- Maintain and enhance current reporting, and contribute to the development of new insights and reporting.
- Model and test various product related concepts such as changes to benchmarks, allocations, and/or fund combinations.
What You Bring
- Excellent written and verbal communication skills.
- A University degree in business, finance, economics, or field relevant to role.
- A minimum of 2 5 years of experience in the asset management industry is preferred.
- Prior experience related to mutual funds and other retail investment products is an asset.
- Excellent analytical and problem solving skills.
- Experience working in a fast paced environment.
- Working towards accreditations and certifications such as CSC, CIM, CFA, CAIA, CIFC, etc. an asset.
- Experience with Morningstar Direct, eVestments, Preqin, Salesforce, and other investment and wealth management research tools/services is an asset.
- Proficient expertise in Microsoft products such as Excel, Word, and PowerPoint required.
- Motivated self starter with exceptional planning, attention to detail, and collaboration skills.
Compensation
- The anticipated compensation range for this role is CAD 75,000 CAD 85,000 annually, which represents base salary and, where applicable, variable compensation components.
- Actual compensation will be determined based on role location, candidate experience/qualifications, market conditions, and internal equity.
- AGF aims to offer a comprehensive and competitive total rewards package including base salary, variable compensation, benefits, and retirement savings plans.
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