Manager, Portfolio Administration & Operations
AGF Investments
About this role
This role at Doherty & Associates involves supporting the operational functions of a wealth management firm, acting as a deputy to the Head of Operations, and managing various processes such as reconciliation, client reporting, and project implementation. The position requires a proactive professional with experience in operations and project management within financial services.
Skills
Qualifications
About AGF Investments
agf.comAGF brings a disciplined approach to delivering excellence in investment management including mutual funds and ETFs. Learn more.
Recent company news
ETFGIAGF Investments Launches ETF Series for Legacy Funds: AGF American Growth Fund and AGF Global Select Fund
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About AGF Investments
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for AGF Investments.
Salary
$90k – $110k
per year