Full-Time

Workforce Management & Reporting Analyst

Posted on 11/23/2025

AGF

AGF

Global asset manager offering diversified strategies

No salary listed

Toronto, ON, Canada

In Person

Category
Operations & Logistics (1)
Requirements
  • Minimum of 3 years of experience scheduling or workforce management experience as well as analytics
  • Strong analytical skills and demonstrated experience with both short-term and long-term forecasting
  • High level of proficiency in Microsoft Excel using Pivot Tables, and basic macros
  • Post-secondary education
  • Demonstrated organizational and time management skills
  • Detail-oriented, with a focus on accuracy and quality with statistics and queue volume data
  • Demonstrated ability to gather information, review and analyze the information, and determine effective outcomes
  • Collaborative, team-player
  • Strong networking skills – ability to work well with other leaders, as well as alone
  • Strong communication and education skills – able to effectively communicate with other leaders and make recommendations based on measurable data
  • Verint WFM software experience is a strong asset
  • Microsoft Excel advanced level, Power BI (preferred)
  • Salesforce Reporting Skills
  • Excel advanced level, Power BI (preferred)
  • Bilingualism in French and English is not required but is an asset
  • Back Office WFM is an asset
  • Post-secondary education
  • NICE technical support lead for all NICE upgrades and patches (WFM, QM and Call Recording) for all AGF operations
Responsibilities
  • Monitor and manage the Real-Time operation of the processing queues and service levels
  • Intra-day management and working with the management team to ensure daily service levels are met, and that monthly service levels are on target
  • Manage staff by providing directions regarding their work activities in order to respond to processing queues to achieve target service levels
  • Forecast, create and maintain monthly schedules for all Processors
  • Schedule all staff including queue and non-queue activities (shrinkage) with the requirement to meet service level/standard agreements
  • Maximize scheduling adherence by managing the employees and escalating any performance concerns when adherence is not being met
  • Authority over staff’s leave is centralized with the WFO to review and grant approval accordingly- responsible for review of all vacation requests, unpaid leaves, illness coverage and time bank, for all staff members
  • Managing shift changes for staff
  • Conduct ongoing schedule analysis directed at improving scheduling efficiencies
  • Long-term capacity planning for planning and budgeting purposes
  • Other duties as assigned
  • Duties subject to change based on business needs
  • Manage reports and communicate pertinent data to affected leaders on a regular basis
  • Continue to develop enhanced reporting to continually drive and validate the optimization of the Fund Processing teams. Create reports to track volumes and departmental KPI’s, including for audit purposes
  • Provide timely and meaningful KPI analysis, performance measurement reporting and subsequent recommendations to support operations objectives
  • Provide guidance on staffing recommendations based on forecasted and historical service level data
  • Produce individual employee effectiveness reports for use in training and coaching
  • Review historical and forecasted business trends and make staffing and scheduling recommendations based on these needs
  • Build, deliver & maintain fund processing reporting and make recommendations on staffing needs, analyze support metrics and identify trends. Analyze trends and make recommendations in relation to volume, shrinkage, attendance, and attrition
  • Actively analyze and develop effective and efficient ways to enhance Fund Processing operational processes and ensure the processes & procedures are properly
  • Provide ad hoc analysis to support Operations related business decisions.
  • Establish, maintain and issue regular performance reporting and ensure relevance, timeliness and reliability of the reports. Standardize and continuously improve quality, efficiency and added value of the reporting process.
  • Consolidate and integrate all information from all activities to prepare & develop regular campaigns analysis. Work closely with Care program & Service Team to provide recommendations on the program
  • Responsible for all NICE technical support lead for all NICE upgrades and patches (WFM, QM and Call Recording) for all AGF operations. They will manage all testing, verification and final approval for vendor operations
  • Responsible for maintaining Incident Management Process for all NICE software (WFM, QM and call recording) for all AGF operations
  • Responsible for identifying NICE software functionality and enhancements within license model that will continue to offer operational efficiencies for front and back office.
Desired Qualifications
  • Verint WFM software experience is a strong asset
  • Micro Strategies reporting is an asset
  • Back Office WFM is an asset
  • Bilingualism in French and English is not required but is an asset
  • NICE technical support lead for all NICE upgrades and patches (WFM, QM and Call Recording) for all AGF operations

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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