Associate - Client Portfolio Management - TDAM
Associate - Client Portfolio Management - TDAM
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Job Description
Work Location:
Toronto Ontario CanadaHours:
37.5Line of Business:
TD WealthPay Details:
$85000 - $115000 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.TD 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
TD Asset Management (TDAM) a member of TD Bank Financial Group is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over three decades the organization has established competitive market positions in active quantitative and passive portfolio management.
We are expanding and this new role offers an exciting opportunity to build a career in the investment industry with one of Canadas largest asset managers. The Associate will be part of a team that plays a critical role in delivering investment expertise to clients.
Job Description/Accountabilities
As an Associate on the Client Portfolio Management (CPM) team you will be part of a team that acts as a key link between the investment teams managing the investment strategies and the various stakeholders that rely on this information.
Reporting to the Vice President & Director the Associate will assist the Client Portfolio Managers in providing subject matter expertise across TDAMs investment strategies. As an Associate you will assist CPMs by performing ongoing research investment solution analysis presentation design and investment writing.
Accountabilities
Support the CPMs to serve as a key liaison between Portfolio Management Sales Sales Enablement and Marketing and Communications
Write investment articles investment commentaries trade rationales and respond to queries
Assist in designing and constructing presentation content to enhance investment messaging for TDAMs investment strategies to external prospects and existing clients
Manage regular reports and databases
Assist in analyzing investment portfolios and provide insights on performance drivers risk factors and competitive characteristics
Assist in analyzing and communicating given topics related to financial markets and our investment capabilities. Topics would primarily focus on the practical application of TDAMs philosophy and process investment positioning market and economic outlook
Aid the broader CPM team as required and assist on projects as needed
Qualifications/Skills/Experience
- The ideal candidate will have a CFA (or pursuing) and/or graduate degree plus a relevant undergraduate degree.
- 2 to 4 years experience in the investment industry with an understanding or knowledge of various investment strategies (fixed income fundamental equity quantitative equity alternative investments) along with an understanding or knowledge of portfolio construction concepts
- Must have exceptional writing skills and be able to present ideas clearly.
- Strong aptitude with technology with an ability to assimilate complex and varied market data. Specifically proficiency with Microsoft Office (Excel and PowerPoint) is required and familiarity with Bloomberg/Factset/Morningstar Direct is a plus
- Excellent presentation skills with the ability to present investment insights creatively
- Strong analytical and quantitative skills with high attention to detail and accuracy
- Strong organizational skills with the ability to work on multiple projects concurrently
- Team player with the ability to thrive in a high-performance culture operating under time sensitive deadlines
- Intellectual curiosity and a strong passion for capital markets
- Bilingual French- English is an asset
**4 Days required in the office**
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):
Matrise dune langue autre que le franais pour offrir du soutien ou traiter avec des employs ou des collgues qui ont besoin de services et de soutien dans une langue autre que le franais.Required Experience:
IC
Employment Type
Full-Time
