About Cypress Capital Management: Cypress Capital Management is an investment management firm wholly owned by the AGF Management Ltd. The firm is comprised of nine experienced investment professionals, each having a CFA designation. The sole focus of our business is investment management for Private Clients, Charitable Foundations, Endowments and Institutional Clients. Cypress Capital’s assets under administration total in excess of $5 Billion. The majority of positions in client accounts are segregated securities traded on Canadian and U.
However, where we wish to provide clients with more diversified holdings, we have created pooled funds available only to Cypress Capital Private Clients. 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 alternative 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. AGF serves more than 820,000 investors.



The Operations Administrator will join Cypress Capital Management in a hands-on role supporting the accuracy and integrity of its investment operations. Working across trade settlements, reconciliations, corporate actions, security pricing and client reporting, the successful candidate will gain meaningful exposure to private and institutional investment management while collaborating with an experienced team. This role is presented as an 18-month contract related to leave vacancy. Trade Settlements – Institutional and Private Client trades Reconciliation – Holdings and cash for various custodians Security Pricing – pricing corporate bonds, private placements etc. Corporate Actions As a member of the Operations team, you will share in the responsibilities of performing transactions that directly affect the integrity and accuracy of the portfolio management database (Harmony). These transactions may include: Processing trades, corporate actions, book value adjustments, ROCs (return of capital) Quarterly, Year-end and Tax Reporting, CRM2 and CRM3 reporting Private Placement/New Issue purchases Pooled fund support A minimum of two (2) years’ experience in investment operations, portfolio administration, financial services, or a similar environment. Working knowledge of reconciliations, corporate actions, proxy voting, trade settlements, and client reporting.



Familiarity with investment accounts, securities, custodial systems, and financial industry processes. Must possess excellent application skills with MS Word, Excel, Outlook (experience with Dataphile, Harmony, Adobe an asset) Post-secondary education in a relevant field such as finance or business administration. Strong analytical, problem-solving, and reconciliation skills. Ability to work with minimal supervision. Highly Valued Personal Characteristics: Versatile. annual discretionary bonus) may exceed this range. Actual compensation will be determined based on many factors such as role location, candidate experience / qualifications, market conditions, and internal equity. AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community. We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation. We are committed to providing reasonable accommodations forapplicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at hr@agf.

📌 Help Desk Manager (Vancouver)
🏢 AGF Management
📍 Vancouver