Investment Operations Director

3 weeks ago

Toronto, Ontario, Canada AGF Investments Full time

About the Role:

We are seeking a highly skilled Investment Operations Director to join our team at AGF Investments. As a key member of our Operations team, you will be responsible for leading the Information Delivery and Performance Reporting team, ensuring the timely delivery of various reports to internal and external stakeholders.

Your Responsibilities:

  1. Develop and implement reporting solutions to meet the needs of various stakeholders, including Investment Management, Client Services, Finance, Product, Marketing, and Legal & Compliance.
  2. Act as a liaison between report requestors and data source providers, ensuring seamless data flow and accurate reporting.
  3. Manage the Information Delivery & Performance Reporting team, providing oversight and guidance to ensure efficient and effective reporting processes.
  4. Deliver high-quality performance, risk, and attribution reporting, ensuring accuracy and timeliness.
  5. Assess and implement new reporting tools and technologies, ensuring the team is equipped with the latest tools and skills.
  6. Represent the reporting team on projects, ensuring that reporting requirements are met and that existing reports are not impacted.
  7. Lead operational initiatives to improve reporting processes, seeking opportunities for efficiency and modernization.
  8. Collaborate with the AGF IT group to develop and implement new technologies, and strategize with business stakeholders to analyze vendor options.
  9. Manage multiple priorities, dealing with planning, resourcing constraints, and implementation.
  10. Perform and document Quality Assurance testing on upgrades, enhancements, releases, and patches received by various system vendors.
  11. Build and maintain positive working relationships, effectively communicating and sharing information with the team and internal and external partners.
  12. Respond promptly to client inquiries regarding report requests.

Your Requirements:

  1. 5+ years of technical/business experience in the investment management industry.
  2. Experience working with investment systems, such as trade order management, portfolio management, and investment accounting systems.
  3. Thorough understanding of data across asset classes and security types (equity, fixed income, credit, FX, derivatives).
  4. Strong knowledge of SQL, relational databases, visualization skills, and experience using reporting tools, preferably with Power BI or Tableau.
  5. Advanced skills in MS Office, specifically Excel, Word, PowerPoint.
  6. People and team management experience.
  7. Experience with Bloomberg PORT+ or PORT Enterprise and Eagle PACE is an asset.
  8. Experience with performance, risk, and attribution reporting.
  9. University degree required. CFA is preferred; CAIA is a nice to have.

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