Join AGF as an Associate focused on portfolio management, enhancing your skills in investment strategy and client service. This in-office position presents opportunities for professional development and relationship-building.
You will work with portfolio managers to implement trading strategies efficiently across numerous accounts, developing expertise in investment software along the way. Your day-to-day responsibilities will include executing trades and assisting with market research to aid managers in decision-making processes. You'll also handle client inquiries and support the production of marketing materials.
Key Responsibilities: • Execute portfolio trading strategies with the team • Identify improvement areas in custodial software • Manage trade blotters daily for account tracking • Assist managers with research and market analysis • Produce and maintain marketing materials for the firm