Senior Associate, Global Institutional Sales Support
4 weeks ago
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 the team
The Global Institutional Sales Support & Client Relations team is critical to the success of the Institutional and National Accounts business at AGF. The team works closely and in partnership with sales and investment management teams globally. Moreover, the team liaises with various departments within the organization to ensure the information (both data and qualitative material) required for the business to respond to client requirements and Requests for Proposals (RFPs) are accurate and high quality. This enables AGF to win new business, retain clients and support the firm's overall growth strategy. The team is also responsible for all client deliverables, maintaining consultant databases and responding to due diligence questionnaires and public surveys that build our brand.
About the role
Reporting to the Director, Global Institutional Sales Support & Client Relations, you will have dual responsibilities; 50% of your time servicing and interacting directly with clients, 50% of your time will be spent performing RFP Writer duties, including oversight of consultant databases (~20%).
Your responsibilities:
RFP Writing:
- Responding to Requests for Proposal (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) from prospective clients and consultants across the Institutional and Strategic Accounts business channels;
- Maintaining an organized repository of approved narratives for each of the marketed strategies;
- Working with different internal groups to supply information for consultant databases and due diligence portals.
Client Service:
- Delivering quality client service to AGF's global institutional and strategic clients;
- Generating client reporting on a monthly, quarterly, annual and ad hoc basis;
- Managing the coordination of internal/external meetings, including the preparation and presentation of materials;
- Functioning as a critical relationship/sales contact with all internal teams at AGF; and supporting institutional sales professionals, consultant relations team members and client service teams as needed;
- Completing ad hoc data and regular reporting requests.
General:
- Acting as a team liaison with other departments within AGF such as Legal, Compliance, Marketing and Investment Management;
- Contributing ideas on process improvement and brainstorming solutions in a team environment;
Your qualifications:
- 2-5 years' experience in RFP writing and institutional client support;
- A Bachelor's degree, if you are progressing towards CFA designation this is considered an asset;
- Understanding of the investment management business in order to respond to complex RFPs;
- Experience with institutional client deliverables;
- Very strong verbal and written communication skills;
- Strong organizational and time management skills, ability to multi-task;
- Detail oriented;
- Proactive and takes initiative;
- Demonstrated ability to work collaboratively in a team environment;
- Ability to work independently and within established guidelines;
- Ability to work flexibly, under pressure, and meeting strict timelines in a fast-paced, deadline-driven environment;
- Ability to build strong relationships with individuals inside and outside of the organization and at all levels; and
- Excellent Microsoft Word, Excel and PowerPoint skills.
Assets:
- Familiarity with proposal software, proposal submission portals and consultant databases
- Fluency in written and verbal French
#INDS
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.
# R11091#J-18808-Ljbffr
-
Toronto, Ontario, Canada AGF Management Limited Full timeSenior Associate, Global Institutional Sales Support & Client RelationsAbout 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...
-
Institutional Client Support Specialist
7 hours ago
Toronto, Ontario, Canada AGF Full timeAbout the RoleThis position plays a crucial role in supporting the success of AGF's Institutional and National Accounts business. As a Senior Associate, Global Institutional Sales Support, you will work closely with sales and investment management teams globally to ensure seamless client interactions.Key responsibilities include servicing and interacting...
-
Toronto, Ontario, Canada AGF Full timeAbout AGF:AGF Management Limited is a global asset management firm founded in 1957. We deliver excellence in investing through three business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth.We bring a disciplined approach to our investments, incorporating sound corporate practices. Our collective investment expertise extends globally to...
-
Institutional Sales Support Professional
3 days ago
Toronto, Ontario, Canada AGF Management Limited Full timeCompany OverviewAGF Management Limited is an independent and globally diverse asset management firm, founded in 1957. Our company delivers excellence in investing through three distinct business lines: AGF Investments, AGF Capital Partners, and AGF Private Wealth.We bring a disciplined approach, focused on sound, responsible, and sustainable corporate...
-
Toronto, Ontario, Canada PenderFund Capital Management Ltd. Full timePenderFund Capital Management Ltd ("Pender") is an independent, employee-owned, value-based investment firm founded in 2003. We are one of the fastest growing investment firms in Canada, and our goal is to be the first choice for investors looking to protect and grow their capital. We have grown from a couple of people with a passion for investing into a...
-
Global Institutional Sales Liaison
3 hours ago
Toronto, Ontario, Canada AGF Full timeJob DescriptionWe are seeking a highly skilled RFP Writer and Client Services Associate to join our team. In this role, you will deliver quality client service to AGF's global institutional and strategic clients, generating client reporting on a monthly, quarterly, annual, and ad hoc basis. You will also manage the coordination of internal/external meetings,...
-
Institutional Sales Expert
13 hours ago
Toronto, Ontario, Canada PenderFund Capital Management Ltd. Full timePenderFund Capital Management Ltd. is an independent investment firm that fosters a diverse and inclusive work environment.We are seeking a Senior Associate to support the sales team in Vancouver or Toronto, playing a key role in client relationship development and strengthening ties with sophisticated investors and prospects.Main Responsibilities...
-
Associate Director, Institutional Operations
4 days ago
Toronto, Ontario, Canada Scotiabank Full timeAssociate Director, Institutional Operations - Toronto, ONJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Associate Director, Institutional Operations supports Global Institutional Asset Management in the development and execution of its business strategy and contributes to its overall success. The...
-
Associate Director, Institutional Operations
3 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeAssociate Director, Institutional Operations - Toronto, ONJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Associate Director, Institutional Operations supports Global Institutional Asset Management in the development and execution of its business strategy and contributes to its overall success. The...
-
Associate - Institutional Client Service
9 hours ago
Toronto, Ontario, Canada PenderFund Capital Management Ltd. Full timePenderFund Capital Management Ltd. is committed to creating a workplace that values diversity and inclusion.We are seeking a Senior Associate to join our team in Vancouver or Toronto, who will play a key role in supporting the sales team and developing strong relationships with institutional clients.Main Responsibilities include:Client Relationship...
-
Toronto, Ontario, Canada PenderFund Capital Management Ltd. Full timePenderFund Capital Management Ltd ("Pender") is an independent, employee-owned, value-based investment firm founded in 2003. We are one of the fastest growing investment firms in Canada, and our goal is to be the first choice for investors looking to protect and grow their capital. We have grown from a couple of people with a passion for investing into a...
-
Senior Account Manager, Institutions
5 hours ago
Toronto, Ontario, Canada PenderFund Capital Management Ltd. Full timePenderFund Capital Management Ltd. strives to foster a collaborative work environment that recognizes the value of individual contributions.We are seeking a skilled Senior Associate to join our team in Vancouver or Toronto, who will support the sales team in developing strong relationships with institutional clients and prospects.Main Responsibilities...
-
VP, Institutional Sales
4 weeks ago
Toronto, Ontario, Canada Collins Recruitment Group Full timeWe are seeking a highly experienced and strategic Institutional Sales Professional to join our team, as VP, Institutional Sales. Reporting to the Head of Canadian Institutional Investments, you will be responsible for developing and executing a proactive capital raising strategy targeting institutional clients, with a focus on private equity real estate. In...
-
Toronto, Ontario, Canada AGF Full timeJob Description:We are seeking a highly skilled Senior Associate to join our Global Institutional Sales Support & Client Relations team. As a key member of this team, you will be responsible for servicing and interacting directly with clients, as well as performing RFP Writer duties.RFP Writing:Responding to Requests for Proposal (RFPs), Requests for...
-
Sales Manager for Mid-Market Financial Institutions
22 minutes ago
Toronto, Ontario, Canada CUBE Content Governance Global Limited Full timeAbout Us:CUBE Content Governance Global Limited is a global leader in RegTech, committed to delivering cutting-edge solutions that empower our clients to navigate the complex world of compliance. Our mission is to provide innovative, data-driven approaches that simplify the process of regulatory intelligence and change management.Job Summary:We are seeking...
-
VP, Institutional Sales
4 weeks ago
Toronto, Ontario, Canada Collins Recruitment Group Full timeVP Institutional Sales We are seeking a highly experienced and strategic Institutional Sales Professional to join our team, as VP, Institutional Sales. Reporting to the Head of Canadian Institutional Investments, you will be responsible for developing and executing a proactive capital raising strategy targeting institutional clients, with a focus on...
-
VP, Institutional Sales
4 weeks ago
Toronto, Ontario, Canada Collins Recruitment Group Full timeVP Institutional SalesWe are seeking a highly experienced and strategic Institutional Sales Professional to join our team, as VP, Institutional Sales. Reporting to the Head of Canadian Institutional Investments, you will be responsible for developing and executing a proactive capital raising strategy targeting institutional clients, with a focus on private...
-
VP, Institutional Sales
4 weeks ago
Toronto, Ontario, Canada Collins Recruitment Group Full timeVP Institutional Sales We are seeking a highly experienced and strategic Institutional Sales Professional to join our team, as VP, Institutional Sales. Reporting to the Head of Canadian Institutional Investments, you will be responsible for developing and executing a proactive capital raising strategy targeting institutional clients, with a focus on private...
-
VP, Institutional Sales
3 weeks ago
Toronto, Ontario, Canada Collins Recruitment Group Full timeVP Institutional Sales We are seeking a highly experienced and strategic Institutional Sales Professional to join our team, as VP, Institutional Sales. Reporting to the Head of Canadian Institutional Investments, you will be responsible for developing and executing a proactive capital raising strategy targeting institutional clients, with a focus on...
-
VP, Institutional Sales
2 weeks ago
Toronto, Ontario, Canada Collins Recruitment Group Full timeVP Institutional SalesWe are seeking a highly experienced and strategic Institutional Sales Professional to join our team, as VP, Institutional Sales. Reporting to the Head of Canadian Institutional Investments, you will be responsible for developing and executing a proactive capital raising strategy targeting institutional clients, with a focus on private...
