Teams at AGF Investments

Supports equity analysts and portfolio managers through fundamental company and industry research, financial modeling, earnings forecasting, valuation analysis, and monitoring of investment opportunities. Prepares research summaries, earnings updates, presentations, and financial statement analyses while tracking company announcements and market developments. Collaborates with investment teams, contributes to investment discussions, and develops buy-side research expertise through mentorship and hands-on experience.

Conduct fundamental research on companies and sectors, build financial models and valuations, generate investment ideas, and present recommendations to portfolio managers. Monitor portfolio holdings, market developments, risks, and investment theses while engaging with company management and industry experts. Prepare written research, contribute to investment discussions, and support analyst development.

Support and administer marketing technology platforms, build and deploy marketing automation workflows and email campaigns, manage audience segmentation and reporting, provide user support and training, troubleshoot platform issues, document processes, and help optimize marketing operations and integrations across teams and vendors.