About the Role :
As part of the Operations team reporting to the VP, Solutions & Information Delivery, this individual will be responsible for the Information Delivery and Performance Reporting team;
and for the analysis, generation, and distribution of reports to AGF’s internal and external stakeholders. Key internal stakeholders include Investment Management, Client Services, Finance, Product, Marketing, and Legal & Compliance.
The team’s mandate is to support and ensure the timely delivery of various reports, including internal management reporting, institutional client reporting, regulatory reporting, RFP, RFI, and due diligence support, performance, attribution, and GIPS, and marketing presentation support.
Your Responsibilities :
- Gather, analyze, and deliver quality solutions to meet reporting needs of various stakeholders.
- Act as the liaison between report requestors and data source providers needed to create the reports; understand where data resides within AGF’s data storage structures.
- Manage the Information Delivery & Performance Reporting team and provide oversight to the team’s work and processes.
- Delivery of performance, risk, and performance attribution reporting.
- Assess reporting tools and ensure that the team is knowledgeable and able to adapt to using new tools available at AGF.
- Represent the reporting team on projects to determine any impacts to existing reports and requirements for new reports.
- Lead operational initiatives to improve the reporting processes; and continue to seek opportunities for operational efficiencies and modernization of reporting tools.
- Collaborate with the AGF IT group to further develop existing technology and strategize with
business stakeholders to analyze various 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 team, in addition to internal and external partners.
- Respond in a timely manner to update clients on the status of their report requests.
Your Requirements :
- 5+ years technical / business experience in 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, derviatives).
- Strong knowledge of SQL, relational databases, visualization skills, and experience using reporting tools, preferably with Power BI or Tableau.
- Advanced skills in 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.
Director & Account Mgmt - Retail Investment Tech
Liaises with executive stakeholders to understand problems and opportunities, to facilitate the organization's goals by understanding business vision, objectives, and key performance indicators. Facilitates discussions and follows a disciplined approach to plan, elicit, analyze, document, communicat...
Director, Data, Reporting and Insights
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. The Director, Data, Reporting ...
Agile Transformation Lead, Strategy & Operating Office, Technology & Operations
Reporting to Director, Strategy & Operating Office, Technology & Operations, the Agile Transformation Lead guides and supports our product teams and stakeholders to build product centric delivery and agile capability across the organization. At CPP Investments, we are looking for an experien...
Director, Sustainability Reporting & Analytics
The Director of Sustainability Reporting and Analytics serves as a direct resource to the Managing Director, Valuation & Analytics and the CFO and is expected to make recommendations/decision on complex issues related to the sustainability measurements and reporting of the fund. Develop and maintain...
Director, Business Informatics, Analytics and Operations
Responsible for business systems strategy relating toBusiness applications and tools - development, implementation and/or upgradeRisk management mitigationBusiness transition and integrationSystem compliance and audit management;Standardization of business systems processesBusiness system quality an...
Senior Director, GTM Strategy and Sales Operations
Starting from our overall Sales GTM strategy as defined by the CRO the Sr Director, GTM Sales Operations will support Competitive strategy and intelligence, Industry/vertical strategy and sales process support, improving conversion rates, time to sale, segmentation of teams and global efforts, and n...
Director, Research and Policy (Contract)
In doing so, you will increase awareness and understanding for CPP Investments and our investment strategy, while tracking and delivering on clearly defined objectives. Prepare communication materials to foster a deep understanding of CPP Investments’ performance, enterprise strategy, portfolio mana...
Corporate Finance Director - Revenue & Reporting
Working with Revenue Cycle, Business Office, and Local Hospital Teams in analyzing and monitoring the valuation of patient accounts receivables and credit balances for all hospitals and physician groups. Development, enhancement, and continuous standardization of the AR valuation models and process,...
Salesforce Alliance Strategy and Operations Director
We focus on understanding our client's challenges and developing custom solutions powered by Salesforce to transform their sales, service and marketing capabilities by exploring data and identifying trends, managing customer life cycles, strategically building and leveraging online communities, driv...
HR Workday and Operations Manager
Reporting into Senior Manager, Employee Experience and Program Delivery, the Workday and Operations Manager plays a crucial role in overseeing and optimizing our human resources processes, managing and automating them within Workday HCM. As a key Workday resource, the candidate will possess strong W...