About Doherty & Associates
Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals. Learn more about who we are and what we do at www.doherty.ca.
About the Role
Reporting to the Head of Operations, this role involves managing complex tasks, resolving operational issues, and facilitating process improvements. We’re seeking a detail-oriented and proactive operations professional who thrives in a fast-paced environment, communicates effectively within a team, and consistently exceeds client expectations. Strong time management, attention to detail, and a deep understanding of internal systems are essential for success.
Your Responsibilities
- Senior member of Operations team at Doherty; deputy to Head of Operations with lead day-to-day responsibility for a number of Operational areas and project implementation initiatives at Doherty.
- Provide cover for Head of Operations when they are away on vacation, at conferences etc.
- Manage day-to-day operations related to reconciliation, settlements, pricing, corporate actions, estate administration and management fees.
- Oversee the production of client reports: Quarterly, Year-end, CRM2 and Tax Reporting.
- Serve as the first point of contact for back-office inquiries, providing expert guidance and timely issue resolution
- Lead onboarding and training of new operations and administrative hires
- Provide guidance on best operational practices and system usage
- Back-up to members of Operations team and other tasks as assigned.
- Special Projects – Assist with the implementation of longer-term projects and analyses as directed by the Head of Operations, which may include high-priority requests from Compliance and/or Portfolio Management Teams
Your Qualifications
- 5–7 years of progressive experience in Operations within wealth management or portfolio administration
- 3 years of Project Management responsibilities in an Operational environment
- Canadian Securities Course (CSC), CIM or equivalent certification required
- Handson experience or exposure to systems such as: Harmony, Pacer or similar operational/portfolio management platforms
- Proficient in Microsoft Excel, Power BI, Tableau and other analytical/reporting tools
- Excellent communication and problem-solving skills
- Attention to detail
- An ability to think strategically and consider downstream implications of process change or issues
#INDS
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.
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What We Do
AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally. The investment teams draw upon and integrate fundamental and quantitative investing capabilities and research across the companies. AGF Investments’ disciplined approach, global mindset and eye to risk management have allowed us to continue to evolve and thrive as a diversified asset manager. AGF Investments’ teams embrace a culture of collaboration with the belief that an interconnected team leads to a better understanding of an interconnected world as we strive to deliver on investment objectives and provide an exceptional client experience.
AGF Investments’ offerings include a broad range of equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating solutions.
AGF Investments services a diverse client base from financial advisors and individual investors to institutional investors across the globe through segregated accounts, mutual funds, exchange-traded funds and separately managed accounts.
AGF Investments entities only provide investment advisory services or offers investment funds in the jurisdiction where such firm and/or product is registered or authorized to provide such services
