Investment Management Associate

2 months ago

Toronto, Canada AGF Management Limited Full time

Position Description

As an independent and diversified global asset management firm, AGF brings a disciplined approach to delivering excellence in investment management and to providing an exceptional client experience. Being an independent firm has allowed us to make strategic acquisitions that improve our client service experience and enable us to offer new and innovative products, while enhancing our research capabilities. 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.

AGF’s fundamental investment management teams are focused on consistently delivering on investment objectives for our clients by leveraging our industry experience. Our fundamental teams’ lead equity and fixed income portfolio managers have a combined 280+ years of experience in investment management, with deep relationships across the industry.

At AGF, our tenure, expertise and access to global firm resources has allowed us to maintain a disciplined approach while at the same time embracing a spirit of research and innovation to adapt. We believe a culture of curiosity, open dialogue and challenging each other’s ideas leads to better investment outcomes and helps to continually raise the bar for all of our clients.

About the Role

As an Associate on our Investment Management team, you will have the opportunity to support our Equity and Fixed Income investment teams in analyzing financial data, conducting market research, and producing reports on publicly traded companies. This role is crucial for providing insights and recommendations to our investment team, helping them make informed decisions.

Key Responsibilities & Competencies

Position Accountabilities
- Conduct fundamental research and analysis of the sector and relevant companies; continually review existing investments and generate new investment ideas
- Prepare financial statement models and projections used to determine security valuations, supporting your understanding of the sector and your investment recommendations
- Provide support to the Fixed Income team with all aspects of fundamental credit analysis including but not limited to financial modeling, due diligence process, credit analysis, and drafting of credit initiations
- Prepare verbal and written reports to communicate your investment thesis
- Actively and regularly engage with the Research Analysts regarding company/industry news and developments and investments in the sector
- Provide analytical and financial modeling support to Research Analysts
- Develop strong relationships with Research Analysts to best support the accountabilities of the investment management team
- Keep current on political and economic trends and events which could impact investment decisions
- Demonstrated passion for capital markets and commitment to learning
- Act autonomously on most tasks, seeking guidance on more complex judgments

Security Selection and Recommendation
- Develop an understanding of financial and market analysis using a variety of tools and styles
- Ability to build a financial valuation model
- Demonstrate sound analytical, quantitative and modeling skills
- Broaden experience, depth and breadth on a geographic level and within sectors
- Begin to develop stock selection and decision-making skills
- Share insights, ideas and views
- Work with Analysts and Senior Analysts to develop differentiated insight

Teamwork
- Create and maintain positive relationships within and outside the team
- Willing and able to focus on what matters most
- Recognize/identify own role in team dynamics when an issue arises and self corrects
- Take personal accountability for work

Position Requirements

Experience
- Relevant industry experience would be an asset
- Demonstrated financial analytical and research skills
- Proficient in valuation and financial modeling
- Track record of stock picking ability
- Sound knowledge of corporate finance and equity markets
- Self-motivated, results driven and able to work independently
- Team player with strong interpersonal skills
- Strong organizational skills with high attention to detail
- Familiarity with Holt, Bloomberg and quantitative investing an asset

Education
- Undergraduate degree within a relevant discipline
- CFA designation (or working towards it); MBA is a positive consideration

No unsolicited agency referrals please.

R11051

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