Associate

AGF Management • Vancouver, BC

5d • Hybrid

About The Position

Cypress is looking for an Associate to help the portfolio management team develop, execute and improve all aspects of the investment management process. The successful candidate must have the ability to work both in a team and independently to better deliver the best possible service to clients. A solutions-oriented mindset is critical to this position.

Requirements

• Very strong problem-solving skills.
• Demonstrable interest in capital markets, investing and personal finance.
• Completion of undergraduate Bachelor’s degree.
• Completion of Level 1 of the CFA program
• Expert level Microsoft Office skills.
• 2 years’ work experience in office environment.

Nice To Haves

• Completion of CFA, MBA or other professional designation would be an asset (CPA, P.Eng etc)
• Experience in IT systems implementation and/or design would be an asset.
• Work and educational experience need not be limited to Finance or Business. Backgrounds in Marketing, Computer Science, Engineering or Mathematics would be considered an asset.

Responsibilities

• Work closely with portfolio managers and administrators to effectively implement portfolio trading strategies across thousands of individual accounts.
• Develop a deep understanding of the portfolio management and custodial software to identify areas for potential improvement and efficiency gains.
• Day-to-day execution of the trading strategy, including building, reviewing and submitting trade blotters.
• Support portfolio managers in research-related activities on an as needed basis.
• Create and maintain positive relationships within and outside the team.
• Respond to client requests for additional information.
• Help produce and maintain firm marketing material.
• Ad hoc projects to help grow the business or deliver better client service. This might include, but is not limited to, updating website content, researching software tools, or maintaining internal KYP and KYC documentation.
• Willing to focus on what matters most

Benefits

• Annual base salary of $75,000 to $95,000 plus bonus.
• AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace.
• We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.
• We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.
• We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level