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Vancouver, British Columbia, Canada
Onsite
About Cypress Capital Management:
Cypress Capital Management is an investment management firm wholly owned by the AGF Management Ltd. The firm is comprised of nine experienced investment professionals, each having a CFA designation. The firm was formed in 1998.
The sole focus of our business is investment management for Private Clients, Charitable Foundations, Endowments and Institutional Clients. Cypress Capital’s assets under administration total in excess of $5 Billion.
The majority of positions in client accounts are segregated securities traded on Canadian and U.S. stock exchanges. However, where we wish to provide clients with more diversified holdings, we have created pooled funds available only to Cypress Capital Private Clients.
About AGF Management Limited:
Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth.
AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and alternative investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.
Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 820,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.
About the Role:
The Operations Administrator will join Cypress Capital Management in a hands-on role supporting the accuracy and integrity of its investment operations. Working across trade settlements, reconciliations, corporate actions, security pricing and client reporting, the successful candidate will gain meaningful exposure to private and institutional investment management while collaborating with an experienced team. This opportunity is well suited to a detail-oriented and dependable professional who is eager to deepen their industry knowledge, broaden their operational expertise and build a rewarding career in financial services. This role is presented as an 18-month contract related to leave vacancy.
In this role you will use your expertise in the following areas:
As a member of the Operations team, you will share in the responsibilities of performing transactions that directly affect the integrity and accuracy of the portfolio management database (Harmony). These transactions may include:
Other tasks may include:
What You Bring:
Required Experience / Education:
Preferable but not required experience:
Highly Valued Skills:
Highly Valued Personal Characteristics:
Compensation:
The anticipated compensation range for this role is $60,000 - 70,000 annually, which represents base salary. Where applicable, variable compensation components (e.g., annual discretionary bonus) may exceed this range. Actual compensation will be determined based on many factors such as role location, candidate experience / qualifications, market conditions, and internal equity.
AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans.
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No unsolicited agency referrals please.
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. If you require accommodation at any stage of the application or hiring process, please contact us at hr@agf.com so that appropriate arrangements can be made.
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