Full-Time

Director – Product Management & Strategy

Posted on 12/13/2025

AGF

AGF

Global asset manager offering diversified strategies

No salary listed

Toronto, ON, Canada

In Person

Category
Product (1)
Required Skills
Salesforce
Marketing
Fixed Income Securities
Requirements
  • Minimum 7 years' experience in investment product development and/or global product structuring
  • Knowledge of Canadian, U.S. and Europe-domiciled investment product related vehicles including a working knowledge of investment strategies and styles employed by fixed income, equity and alternative portfolio managers is required
  • Knowledge of pooled fund trusts, limited partnerships, LLCs, offshore feeders, UCITs is an asset
  • Strong knowledge of investment industry services and distribution channels
  • People management experience
  • Ability to build relationships with teams across the organization, excellent interpersonal skills, working effectively with individuals across cultures, functions and levels of seniority
  • Working knowledge of Morningstar Direct, eVestment, Preqin, Microsoft Office Suite, Salesforce, and high degree of familiarity with investment and wealth management research tools/services
  • Undergraduate degree required
  • CFA, MBA, or Masters in Finance or Economics, CAIA is a plus
Responsibilities
  • Oversees investment products research, peer and landscape analysis for AGF, developing new product ideas as AGF looks to grow its offerings globally for all lines of business
  • Develop business cases for new investment products and product changes including overseeing competitor analysis, market intelligence and sizing
  • Advise the business on optimal product structures and characteristics for distribution globally including consideration for vehicle structures and regulatory regimes
  • Ongoing oversight of product shelf of mutual funds and ETFs across different asset classes including multi-asset solutions, equity, fixed income and alternatives. This includes recurring needs such as regulatory filings and pricing reviews as well as support of various initiatives including product changes/enhancements to ensure AGF’s investment solutions remain competitive
  • Effectively partner with senior Operations, Finance, Distribution and Marketing stakeholders to drive implementation of product initiatives
  • Build strong relationships with internal teams across the business
  • Participate in various industry body working groups and actively engage with industry associations
Desired Qualifications
  • CFA
  • MBA
  • Masters in Finance or Economics
  • CAIA

AGF Investments manages and advises on a wide range of investment solutions for clients worldwide. It combines fundamental and quantitative research to offer equity, fixed income, alternative and multi-asset strategies, using disciplined risk management to build diversified portfolios. Its global mindset and collaborative culture help it coordinate across entities to serve financial advisors, individual and institutional investors through segregated accounts, mutual funds, ETFs and separately managed accounts. Its goal is to meet investment objectives while delivering an exceptional client experience with strong risk oversight.

Company Size

N/A

Company Stage

IPO

Headquarters

Canada

Founded

1957

Simplify Jobs

Simplify's Take

What believers are saying

  • AUM reaches CAD 60 billion, up 12% YoY with seventh quarter of positive retail flows.
  • Board raises quarterly dividend to CAD 0.135 per share, up 8%.
  • ETF and separately managed account AUM grows 54% year-over-year.

What critics are saying

  • John Porter's Fidelity tenure saw equity funds underperform benchmarks 5-10% annually 2015-2020.
  • Long-term return outlook cut to 5-6% for 2026 triggers client redemptions to RBC GAM.
  • CAD 16.8 million markdowns on infrastructure investments erode EBITDA and mandates.

What makes AGF unique

  • AGF launches Capitol Signals newsletter with Henrietta Treyz for U.S. policy insights.
  • AGF appoints John Porter as CIO effective May 2026 from BNY Investments.
  • AGF Global Select ADR wins SMArtX 2024 Global category award.

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Benefits

Remote Work Options

401(k) Retirement Plan

Flexible Work Hours

Company News

Yahoo Finance
Apr 14th, 2026
AGF Management posts $43.8B AUM (up 12% YoY) but cuts long-term investment return outlook to 5-6%

AGF Management reported assets under management above CAD 60 billion, up 12% year-over-year, and CAD 237 million in retail mutual fund net sales, marking the seventh consecutive quarter of positive retail flows. The board raised its quarterly dividend to CAD 0.135 per share, an 8% increase. However, adjusted EBITDA fell to CAD 30 million due to CAD 16.8 million in fair value markdowns on legacy infrastructure long-term investments. The company reduced its fiscal 2026 return expectations for its long-term investment portfolio to approximately 5%–6%, down from 8%–10%. AGF appointed John Porter as Chief Investment Officer effective 1 May 2026. The company launched new ETFs and saw ETF and separately managed account AUM grow 54% year-over-year.

Yahoo Finance
Apr 13th, 2026
AGF Investments names John Porter as chief investment officer

AGF Investments has appointed John Porter as Chief Investment Officer, effective 1 May 2026. Porter will lead the investment team, set strategic priorities and oversee risk management whilst working to evolve the firm's capabilities. Porter most recently served as Chief Investment Officer at BNY Investments' Newton Investment Management, where he led the global investment platform and oversaw a team of more than 75 investment professionals managing equity, multi-asset and fixed income strategies. He previously held senior roles at Seaward Management Company and JP3 Capital Management, and spent 15 years at Fidelity Investments as an equity analyst and portfolio manager. Porter will report to AGF Management Limited's CEO Judy Goldring and join the Executive Management Team.

BNN Bloomberg
Apr 9th, 2026
AGF launches Capitol Signals, a subscription-based newsletter.

AGF launches Capitol Signals, a subscription-based newsletter. Published: April 09, 2026 at 9:41AM EDT TORONTO, April 09, 2026 (GLOBE NEWSWIRE) - AGF Management Limited (AGF) today announced that Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, will become a regular contributor as the firm launches Capitol Signals, a subscription-based newsletter. She will provide subscribers with weekly and ad hoc insights into how U.S. policy and political developments may impact global markets. Issues such as tariffs, fiscal stimulus, tax policy, the debt ceiling, and other key economic priorities in Washington, D.C will be covered. "Henrietta brings deep expertise in economic policy and a strong track record of helping investors understand the implications of political and legislative developments," said Meaghan Kelly, Chief Marketing & Product Officer, AGF Investments. "Her insights will help provide our clients with timely, thoughtful analysis on the policy developments shaping markets and the broader investment landscape." Ms. Treyz will also participate in client events and select speaking engagements, helping to deepen relationships and bring timely policy insights directly to AGF's clients. "As policy and political developments in Washington continue to evolve, their impact on markets and the global economy remains significant," said Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners. "Against this backdrop, I look forward to working with AGF to share insights with a broader audience and help investors better understand the policy forces shaping markets." A frequent guest on CNBC, Bloomberg and BNN, Henrietta's insights are shaped by her extensive relationships across administrations, federal agencies, the Senate, and the House, spanning the political spectrum. The addition of Henrietta supports AGF's efforts to deliver timely, thoughtful and differentiated insights to clients, while leveraging the depth of expertise across the firm's internal teams and external partners. 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 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. With over $59 billion in total assets under management and fee-earning assets, AGF serves more than 820,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B. About Veda Partners With over a century of combined experience in both financial markets and the corridors of the Capitol, Veda Partners (Veda) is a uniquely situated investment advisor and consultancy. Veda's mission is to provide clients with the most pertinent data, analysis and forecasting as the various branches of government influence investment and business strategies. Veda provides hyper-focused and specialized insight into the fields where the firm has hands-on experience and a strong history of guiding investors away from the noise and towards the action. Follow Henrietta Treyz: Instagram: @henriettadoesmacro X: @henriettaveda Bluesky: @henriettaveda.Bsky.social Threads: @henriettadoesmacro Media Contact Amanda Marchment Director, Corporate Communications 416-865-4160 [email protected] AGF Management Ltd. NEWS RELEASE TRANSMITTED BY Globe Newswire Globenewswire

Investment Executive
Jan 9th, 2026
Product roundup: Evolve gears up to launch international equity ETF

Product roundup: Evolve gears up to launch international equity ETF. As many Canadian investors opt to diversify their equity holdings, Evolve Funds Group Inc. is gearing up to launch an international equity ETF that employs leverage and a covered call writing program. In a release, the firm said it filed a final prospectus to bring the Evolve International Equity UltraYield ETF to the Canadian market. Subject to TSX approval, the fund is expected to begin trading on the exchange on Jan. 15, under the ticker symbol INTY. The ETF's aim is to provide investors with "attractive" income and long-term capital appreciation by investing in a portfolio of international equity securities with the potential to generate "significant" option premiums, the release noted. Evolve said the fund will use a covered call option writing program in an effort to enhance yield, mitigate risk and reduce volatility. It'll also employ up to 33% leverage through cash borrowing and/or derivatives. The ETF will pay cash distributions at least twice a month. The impending launch comes at a time when international equities are in demand. A recent report from National Bank Capital Markets showed that international equity funds accounted for about half of the inflows into equity funds in 2025, surpassing both U.S. and Canadian equity funds. A separate report from RBC Global Asset Management pointed out that European and other international stocks enjoyed a strong rebound in 2025, as investors re-evaluated portfolio allocations due to "both concentration and valuation risks after a decade and a half of strong performance in U.S. markets." Harvest plans new U.S. equity ETF. Harvest ETFs says it will soon debut a U.S. equity ETF that will use leverage and an active option writing strategy. The Harvest Premium Yield Enhanced ETF will provide investors with exposure to a diversified portfolio of 20 mega-cap U.S. equities. On its website, the Oakville, Ont.-based asset manager said the fund is expected to begin trading on the TSX this month, under the ticker symbol HPYE. The ETF will employ up to 50% leverage, along with an active option writing strategy targeting both calls and puts "to enhance monthly distribution yield and overall growth," the firm noted. The fund will pay cash distributions twice a month. It will have a 0.65% management fee. AGF rolls out ETF series for two mutual funds. AGF Investments Inc. has announced the launch of ETF series units for two mutual funds - the AGF American Growth Fund and AGF Global Select Fund - expanding access to the strategies. The ETF series of the AGF American Growth Fund and AGF Global Select Fund are now trading on the TSX, under the ticker symbols AMGR and AGSL, respectively. From Cboe to TSX: CIBC moves its cdrs. CIBC has moved its Canadian Depositary Receipts (CDRs) from Cboe Canada Inc. to the TSX. In a release, the bank said the transfer "aims to enhance the visibility and accessibility of CIBC's CDR offerings, potentially strengthening its market position and benefiting stakeholders by aligning with a more prominent exchange." A terminated bond fund. Manulife Investments has announced the upcoming termination of the Manulife Canadian Universe Bond Fund. The fund is slated to be terminated on or about Feb. 3, the asset manager said in a release. "Fund terminations allow for Manulife Investment's fund platform to better serve investor demand and further its commitment to bringing diverse products to Canadian investors to help them achieve their investment goals," the release said. NEI proposes fund merger. NEI Investments is proposing a change to streamline its global equity fund lineup. In a release, the firm said it's proposing to merge the NEI Global Growth Fund into the NEI Global Equity RS Fund. Investors in the fund will be able to vote on the proposed merger at a meeting held on or about March 25. NEI said it will mail a notice to unitholders ahead of that meeting. That notice will also be available online at sedarplus.ca and on NEI's website on or about Feb. 17. If the proposed merger gets the OK from unitholders, it's expected to take effect on or about April 10. The sub-advisor agreement between NEI and Baillie Gifford Overseas Ltd. to manage the NEI Global Growth Fund would also be terminated as a result. Firm announces name, product lineup changes. R.E.G.A.R. Gestion Privée Inc. has changed its name to RGP Investments Inc. and made some changes to its product lineup. The company has renamed the RGP Global Sectors Fund as the RGP Quantitative Global Equity Fund, while the RGP Global Sectors Class is now the SectorWise Global Equity Portfolio Class. RGP Investments has also appointed Montreal-headquartered asset management firm Evovest Inc. as sub-advisor to the RGP Quantitative Global Equity Fund. Under the supervision and direction of RGP Investments, Evovest, which specializes in global equities, will oversee portfolio management and implement investment decisions for the fund. As well, RGP Investments said it has approved updates to the fund's investment strategies "to better align with Evovest's new mandate and investment philosophy." The fundamental investment objective and risk level of the RGP Quantitative Global Equity Fund remain unchanged, however.

Slater Sentinel
Jul 20th, 2024
Allspring Global Investments Holdings LLC Trims Holdings in Guidewire Software, Inc. (NYSE:GWRE)

Finally, AGF Management Ltd. purchased a new stake in Guidewire Software in the fourth quarter valued at approximately $3,189,000.

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