Associate

About AGF Management Ltd:

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 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.
Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 815,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.

About Cypress Management Ltd:

Cypress Capital Management Ltd. (“Cypress”) is a Vancouver based portfolio management firm.  Cypress has 28 employees and manages $5.6 billion on behalf of private clients, foundations and institutions.  Founded in October 1998, Cypress is committed to providing the best possible investment services to its clients.

The Opportunity:

Cypress is looking for an Associate to help the portfolio management team develop, execute and improve all aspects of the investment management process.  The successful candidate must have the ability to work both in a team and independently to better deliver the best possible service to clients.  A solutions-oriented mindset is critical to this position. 

About the Role:

• Work closely with portfolio managers and administrators to effectively implement portfolio trading strategies across thousands of individual accounts.
• Develop a deep understanding of the portfolio management and custodial software to identify areas for potential improvement and efficiency gains.
• Day-to-day execution of the trading strategy, including building, reviewing and submitting trade blotters.
• Support portfolio managers in research-related activities on an as needed basis.
• Create and maintain positive relationships within and outside the team.
• Respond to client requests for additional information.
• Help produce and maintain firm marketing material.
• Ad hoc projects to help grow the business or deliver better client service.  This might include, but is not limited to, updating website content, researching software tools, or maintaining internal KYP and KYC documentation.
• Willing to focus on what matters most

Skills and Qualifications:

• Very strong problem-solving skills.
• Demonstrable interest in capital markets, investing and personal finance.
• Completion of undergraduate Bachelor’s degree.
• Completion of Level 1 of the CFA program
• Expert level Microsoft Office skills.
• 2 years’ work experience in office environment.
• Completion of CFA, MBA or other professional designation would be an asset (CPA, P.Eng etc)
• Experience in IT systems implementation and/or design would be an asset.
• Work and educational experience need not be limited to Finance or Business. Backgrounds in Marketing, Computer Science, Engineering or Mathematics would be considered an asset.  

Additional Details:

• Primarily In office with limited hybrid opportunities.
• Not necessarily client facing. 
• Significant scope to increase responsibilities over time depending on the candidate.

Compensation:

Annual base salary of $75,000 to $95,000 plus bonus. Actual compensation will be determined based on many factors such as candidate experience / qualifications, market conditions, and internal equity.

No unsolicited agency referrals please.  
 

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 [email protected] so that appropriate arrangements can be made.