Investment Operations Director

7 days 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 our internal and external stakeholders.

Your Responsibilities:

  • Develop and implement reporting solutions to meet the needs of our stakeholders, utilizing your expertise in investments systems and data analysis.
  • Collaborate with our IT group to further develop our technology and strategize with business stakeholders to analyze vendor options.
  • Manage several concurrent priorities, dealing with planning, resourcing constraints, and implementation.
  • Perform and document Quality Assurance testing on upgrades, enhancements, releases, and patches received by various system vendors that impact the report process.
  • Build and maintain positive working relationships by effectively communicating and regularly sharing information and knowledge with your team, as well as internal and external partners.
  • Respond in a timely manner to update clients on the status of their report requests.

Your Requirements:

  • 5+ years of technical/business experience in the investment management industry.
  • Experience working with investments 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. Additionally, CFA is preferred; CAIA is a nice to have.


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