Senior Fixed Income Analyst, Wealth Investment Office
Senior Fixed Income Analyst, Wealth Investment Office
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Job Description
Work Location:
Toronto Ontario CanadaHours:
37.5Line of Business:
Risk ManagementPay Details:
$91200 - $136800 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.
As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Department Overview
The Wealth Investment Office team (WIO) is TD Wealths source for investment strategy. We empower advisors and portfolio managers across TD Bank Groups Wealth Management division including Financial Planning Private Investment Advice and Private Investment Counsel by giving them the knowledge and tools they need to execute a scalable and consistent approach to portfolio management. WIO is a place for professionals who love to manage money and get excited about the opportunity to consult with others on how to build and manage investment portfolios. This is not a place for people stuck in neutral. WIO is a dynamic multifaceted multi-channel group working on numerous priorities and initiatives in a fast-paced environment.
The group provides holistic investment advice portfolio construction counsel and guidance across a broad range of investment methodologies including traditional endowment and risk-aware allocations. WIO is the engine behind the Risk Priority Portfolios and the investment manager behind the TD Core Fixed Income ETF Portfolio Core Canadian Corporate Bond Ladder Portfolio Core Asset Allocation ETF Portfolio and Core Managed Equity Portfolios.. In addition WIO plays a role in the education and ongoing support of TD Wealth advisors through numerous internal and client-facing publications as well as presentations seminars and one-on-one communications to advisors.
Job Description
The Senior Fixed Income Analyst Managed Investments will assist the Chief Wealth Strategist and Head of the Investment Team in expanding the managed investments platform at TD Wealth specifically by becoming the subject-matter expert on fixed-income investments. Using TD Wealths existing philosophy strategy and tactics the Senior Fixed Income Analyst will assist with the management of model portfolios respond to advisor inquiries as it relates to fixed income and publish thought-leadership pieces covering the fixed-income landscape. The Senior Fixed Income Analyst will also establish and maintain relationships with proprietary and third-party portfolio management firms to keep abreast of the fixed-income landscape and to share intelligence with members of the team. The Senior Fixed Income Analyst will be a member of the Investment Management Committee and will be expected to contribute to the effective management of the firms model portfolios by monitoring the universe of fixed-income investments and contributing new ideas that may improve the portfolios risk-adjusted returns.
Position Summary
The successful candidate will:
Be passionate about and have a keen understanding of global fixed-income markets and investment strategies. Knowledge of the key Canadian and global fixed-income managers is a strong asset;
Have a robust understanding of the fixed income return and risk decomposition and translating that into fixed income portfolio construction and risk management;
Be passionate about portfolio management with a strong desire to work with investment professionals to design build and manage industry leading portfolios; will directly contribute to the management and administration of the firms guided portfolios;
Contribute to publications and lead conference calls relating to the fixed-income market;
Understand the TD Wealth Risk Priority Management philosophy strategy and tactics and how they can be leveraged to create an efficient modeled book;
Have direct experience working with investment advisors portfolio managers and financial planners and understand the business dynamics structure and goals of our professional advice channels;
Participate in advisor training coaching and branch presentations as required;
Support WIO initiatives that may not be directly related to managed investments.
Requirements
Strong knowledge of fixed-income instruments investment strategies and markets. Minimum five years of experience analyzing or supporting the management of fixed-income securities;
Expert knowledge of the Morningstar Direct and Excel software suites; working knowledge of Bloomberg and/or FactSet an asset;
Strong communication skills both oral and written with ability to articulate all aspects of fixed-income management and return drivers to an audience with different levels of sophistication;
Strong relationship-management skills required to interact with external and internal portfolio management firms;
CFA Charterholder or candidate an asset;
Previous experience as a fund analyst or investment consultant an asset.
Who We Are:
TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.
TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more
Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.
Colleague Development
If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.
Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement (Quebec only):
Sans ObjetRequired Experience:
Senior IC
Employment Type
Full-Time
