Analyst, Product Strategy

About AGF Management Limited

AGF Management Limited, established in 1957, is an independent asset management company with a global footprint. Through AGF Investments, AGF Capital Partners, and AGF Private Wealth, the firm delivers investment solutions across public and private markets.

AGF follows a disciplined investment philosophy grounded in responsible and sustainable corporate practices. Its capabilities in fundamental, quantitative, and private investing support a broad client base that includes financial advisors, individual investors, high-net-worth clients, institutional investors, pension plans, corporate plans, sovereign wealth funds, endowments, and foundations.

With headquarters in Toronto, Canada, AGF also maintains investment operations and client service teams in North America and Europe. The firm serves more than 820,000 investors and is publicly traded on the Toronto Stock Exchange under the symbol AGF.B.

Role Overview

The Analyst will support the full range of AGF Investments products with the aim of helping achieve client and business goals more effectively. This role requires strong product knowledge to provide responsive, thoughtful support for business development work, while also contributing to research and analysis tied to new product initiatives.

Product Management

• Build deep expertise in AGF’s investment lineup across different vehicle types and asset classes to help support business development.
• Provide internal partners with product data, analytics, and related information as needed.
• Collect and organize information for internal and external requests.
• Create product reports and analyses that support marketing strategy and distribution opportunities.
• Prepare performance and risk analysis illustrations and reports for investments and portfolios, with careful attention to accuracy and completeness.
• Help develop marketing materials by contributing ideas and analytical input.
• Support distribution partners with product insights, commentaries, market updates, and other value-added content.
• Assist in producing and sharing educational material and training resources on AGF investment strategies for both institutional and retail partners.

Initiative Research and Analysis

• Support team members with ongoing and ad hoc research projects and help surface new insights.
• Review and assess competitor products, development activity, and market share.
• Monitor product changes and broader trends across the investment industry.
• Maintain existing reports and contribute to the creation of improved reporting and new insights.
• Model and test product concepts such as benchmark changes, allocation adjustments, and fund combination scenarios.

What You Bring

• Strong written and verbal communication skills.
• A university degree in business, finance, economics, or a related discipline.
• 2 to 5 years of experience in the asset management industry is preferred.
• Background with mutual funds or other retail investment products is considered an advantage.
• Strong analytical thinking and problem-solving ability.
• Comfort working in a fast-moving environment.
• Pursuit of industry credentials such as CSC, CIM, CFA, CAIA, or CIFC is an asset.
• Experience with research and investment tools such as Morningstar Direct, eVestments, Preqin, Salesforce, or similar platforms is an asset.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
• Highly self-motivated with strong planning, attention to detail, and collaboration skills.

Compensation

The expected annual base salary for this position is between $75,000 and $85,000. Where applicable, the package may also include variable compensation such as bonus or commission payments. Final pay will depend on the role location, candidate experience and qualifications, market conditions, and internal equity.

AGF also offers a competitive total rewards package that may include base pay, variable compensation, benefits, and retirement savings plans.

Additional Information

No unsolicited agency referrals are requested. AGF is an equal opportunity employer and is committed to building an inclusive and accessible workplace. Applications are welcome from people of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.

AGF does not discriminate based on race, ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by law.

Reasonable accommodations are available for applicants with disabilities during the recruitment process. Candidates who need accommodation at any stage of applying or interviewing may contact [email protected] to arrange support.

Requisition reference: R11297.