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Investment Reporting Specialist

3 months ago

Toronto, Ontario, Canada AGF Investments Full time
Investment Reporting Specialist

The Investment Reporting Specialist position focuses on the creation and upkeep of investment-related documentation for various departments within AGF Investments. This role necessitates the management of data inquiries, collaboration with internal teams, and the assurance of timely information delivery to business stakeholders.

Key Responsibilities:
  • Design, produce, and sustain reports on investment portfolios across multiple asset categories.
  • Utilize SQL and other programming languages to extract and consolidate data from diverse investment platforms.
  • Work alongside the development team to guarantee the accuracy of data flow.
  • Manage both internal and external information requests effectively.
  • Establish reporting requirements and objectives in partnership with stakeholders.
  • Inform stakeholders about reporting modifications and improvements.
  • Thoroughly document processes and procedures.
  • Conduct testing and provide support following implementation.
  • Collaborate with other departments to ensure exceptional client service.
Qualifications:
  • Understanding of investment products, including equities, fixed income, derivatives, fund accounting, and performance metrics.
  • Intermediate skills in SQL or similar programming languages.
  • A minimum of 2 years of relevant professional experience.
  • A university degree is required.
  • Meticulous attention to detail and precision.
  • Strong communication abilities.
  • Logical reasoning with robust problem-solving capabilities.
  • Self-driven and capable of working autonomously.
  • Ability to cultivate and sustain relationships with various stakeholders.
Core Competencies:
  • Integrity: Exhibits personal integrity and respect, fostering trust consistently.
  • Client Focus: Anticipates and addresses client needs, implementing suitable solutions.
  • Accountability: Assumes personal responsibility for objectives, outcomes, and timelines.
  • Team Collaboration: Fosters effective relationships and encourages teamwork.
  • Organizational Skills: Manages oneself to achieve results efficiently.
  • Analytical Skills: Understands complex situations by identifying key issues.
  • Courage of Convictions: Trusts in personal capabilities and decisions in challenging scenarios.
  • Commitment to Learning: Applies job-related knowledge effectively in task completion.