Teams at AGF Investments

Lead business and technology project analysis across investment operations: gather requirements, design future-state processes, author functional specs and data maps, run vendor RFPs, support design reviews, develop test and training plans, and guide implementation to optimize workflow.

Responsible for tax and expense reporting oversight, managing tax returns, liaising with CRA, reviewing invoices, and supporting fund governance and product initiatives.

The Custody Specialist is responsible for daily trade settlements, reconciliations, records maintenance, issue resolution, and report preparation in the investment operations team.