Administrative Intern

About AGF:

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 private 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 815,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.

About Cypress:

Cypress was formed in October 1998 with its head office in Vancouver, British Columbia. The founding partners of Cypress wanted to create a firm that would best meet the needs of individual investors and corporate clients. Since the firm’s inception, assets under management have grown to over $5 billion including private clients, foundation and institutional mandates. On June 30, 2004, AGF acquired 100% of the outstanding shares of Cypress. Cypress’ investment team and investment strategies/policies remain independent of AGF’s. Cypress’ investment team is comprised of nine experienced investment professionals, each holding a CFA designation. We pride ourselves on maintaining a thorough understanding of current empirical work on portfolio management.

At Cypress, we believe it is important to maintain the highest level of integrity in our business practice. All staff members follow the CFA Institute code of ethics and standards of professional conduct. The firm plans to continue growing with the proviso that client service and investment performance not be compromised.

About the Role:

The Summer Internship Program will run from early May until the end of August. Join our dynamic operations & compliance team in Vancouver. In this role, you will support the Cypress Operations & Compliance team leading our digitization project.

You are a great team player, and an energetic, motivated individual. You have a keen eye for detail and interested in learning more about asset management. If this reflects you, join us and you will have the opportunity to gain invaluable experience in a dynamic and supportive environment.

Your Responsibilities:

• Responsible for completing the digitization project, which includes:
  • Reading and sorting files, documents, and materials to determine what needs to be scanned and retained
  • Check for completeness of files and following up as needed to gather missing documents prior to scanning materials
  • Preparing the files for digitization by removing any binding, staples, clips, etc.
  • Uploading and indexing of the scanned materials in Harmony, ensuring that all images are clear and saved with the appropriate naming conventions
  • Create communications notifying relevant team members where the digital files will be stored once the project is complete
• While the digitization project is the focus of this role, you may be asked to provide support to the operations & compliance team, which would include:
  • Reviewing client files for accuracy and completeness
  • Data reconciliations, entry, and auditing for compliance purposes
  • Assisting with troubleshooting internal systems and facilitating support tickets
  • Provide other ad hoc support to the operations and compliance team members

Your Requirements: 

• Enrolled in post-secondary education
• Strong computer skills, including Microsoft Office (word, excel, power point) 
• Excellent communication skills, both written and verbal 
• Work both independently and in a team environment 
• Excellent organizational skills and attention to detail 
• Ability to lift boxes up to 10lbs

Compensation:

The anticipated compensation range for this role is $21-$24 per hour based on candidate experience / qualifications.

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 [email protected] so that appropriate arrangements can be made.