Investment Operations Director

4 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. In this role, 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:

  • Develop and implement reporting solutions to meet the needs of various stakeholders.
  • Collaborate with data source providers to create reports and ensure data accuracy.
  • Manage the Information Delivery & Performance Reporting team and provide guidance on work processes.
  • Deliver performance, risk, and attribution reporting to stakeholders.
  • Assess reporting tools and ensure the team is knowledgeable about using new tools.
  • Represent the reporting team on projects to determine impacts on existing reports and requirements for new reports.
  • Lead operational initiatives to improve reporting processes and seek opportunities for operational efficiencies.
  • Collaborate with the AGF IT group to develop existing technology and strategize with business stakeholders to analyze vendor options.
  • Manage multiple priorities, dealing with planning, resourcing constraints, and implementation.
  • Perform and document Quality Assurance testing on upgrades, enhancements, releases, and patches received by system vendors that impact the report process.
  • Build and maintain positive working relationships by effectively communicating and sharing information with team members and internal/external partners.

Your Requirements:

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

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