National Accounts Intern

4 days ago


Toronto, Canada AGF Management Limited Full time

About AGF:
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.

About the Role:
The Summer Internship Program will run from early May until the end of August. Join our dynamic National Accounts Sales Team in Toronto. In this role, you will support the National Accounts Sales team in fostering relationships with investment dealers to promote AGF’s investment strategies.

You are a great team player, and an energetic, motivated individual. You are passionate about markets and excited to learn and make an impact. If this reflects you, join us and you will have the opportunity to gain invaluable experience in a dynamic and supportive environment.

Your Responsibilities:

- Assist in managing and nurturing relationships with national accounts, ensuring high levels of customer satisfaction.
- Assist in planning and organizing conferences, national calls, road shows, and national account-sponsored events
- Schedule and quarterly meetings with head office gatekeepers and analysts for the Sales team
- Aid the sales team in research, and preparation of proposals and presentations to potential clients.
- Provide administrative support such as maintaining databases, preparing documents, handling inquiries, and managing event timelines.
- Coordinate and monitor timely distribution and updates on the following:

- Manage ongoing correspondence with our clients (including but not limited to quarterly commentaries, fact sheets, performance updates)
- Responsible for tracking all events and communication for each firm account that supports Sales initiatives
- Update National Accounts marketing collateral and account plans

Your Requirements:

- Enrolled in post-secondary education
- Strong computer and phone skills, including Microsoft Office (word, excel, power point)
- Developed presentation skills and telephone skills
- Advanced knowledge of MS Word, Outlook and Excel
- Excellent communication skills, both written and verbal
- Professional telephone manner
- Excellent organizational skills and attention to detail
- Ability to work well under pressure
- Ability to take initiative and work both independently and in a team environment
- Ability to learn new systems quickly
- Self-motivated and ability to be a great team player

No unsolicited agency referrals please.

R11076



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