Wealth Operations Analyst I Investment Operations Team (TD Asset Management)
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Work Location:
Toronto Ontario CanadaHours:
37.5Line of Business:
TD WealthPay Details:
$57100 - $84000 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:
The main responsibility of Operations is to provide a high level of service and professionalism to their internal clients and if applicable external clients. Ability to work within strict deadlines strong problem solving skills initiative attention to detail and the ability to make a strong contribution to the team are keys to success. Experience in an investment environment and understanding of basic accounting principles is preferred.
Specific to internal clients the goal of the Trade Support Team is to provide required support and remove as much routine and/or special project work as possible from the Traders and Portfolio Managers providing them with additional time to manage core trading analytics and portfolio management competencies. As required the Portfolio Administrators call upon the assistance of each other and other members of the Operations team to satisfy their responsibilities
Accountabilities Position Specific
- Daily Trade settlements: Foreign Exchange Spots and Forwards Swaps OTC and Listed Options Futures Repos Bond Forwards Private Debt Term B Loans Collateral administration Private Placement Hedge trades
- Investigate/resolve items noted on Daily Failed Trades reports (from Custody)
- Ensure confirmation of Foreign Exchange trades and Derivatives
- Monitor corporate actions and ensure responses are submitted to meet deadlines. Maintain records of same
- Trade transmission review/tracking of issues
- Coordinate migration activities with stakeholders (in-specie transfers in-kind donation)
- Ensure matching and confirmation of Foreign Exchange transactions
- Monitor and update Private Placements Restricted Securities and Collateral Management
- Liaison between Trading Broker/Dealer Custody Fund Accounting to facilitate investigation and resolution of settlement issues
- Counterparty Credit Maintenance/Onboarding
- Maintenance of Standard Settlement Instructions (SSIs) in Omgeos ALERT platform
- Risk mitigation and Error reporting
- New account opening liaison with custody including global sub-custodians and tax agents as applicable
- Daily weekly monthly quarterly yearly ad hoc and customized reports
- Investigation of reconciliation items/issues
- Maintenance of shared email boxes and group email
- Maintenance of EUCs
- Markit set-up and maintenance
- Process review and updates
- Broker allocations
- Participate in projects
- Provide Support and back up as required across the Operations team.
Accountabilities TDAM Operations Team
- Work efficiently in a multi-tasked environment and ensure deadlines are met
- Be an effective team player and flexible in adjusting to changing work priorities
- Participate fully as a member of the team; contribute to a positive work environment TD Pulse results /action plan
- Keep others in the immediate team informed and up-to-date about the status/progress of projects and all relevant or useful information related to day-to-day activities
- Support the team by continuously developing knowledge in own area
- Represent team and provide status updates to outside groups
- Coverage: Vacation Health Canadian holidays
COMPETENCIES & QUALIFICATIONS
- Knowledge of products and processes used in the institutional investment industry
- Strong analytical logical and organizational skills
- Ability to work in a fast-paced environment with deadline driven tasks
- Ability to remain focused and resolve issues under pressure and in stressful situations
- Strong attention to detail
- Advanced computer skills - Excel is a must
- Ability to work independently but possess the ability to work effectively within a group with a team focus
- Strong communication skills both verbal and written
- Ability to multi-task to meet deadlines and assist colleagues with same
- Enrolment in CFA program would be an asset
- Commitment to change and ongoing development
- Proactive Self - Motivated Team Player
**4 days required in 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):
Sans ObjetRequired Experience:
IC
Key Skills
- Six Sigma
- Lean
- Management Experience
- Process Improvement
- Microsoft Outlook
- Analysis Skills
- Warehouse Management System
- Operations Management
- Kaizen
- Leadership Experience
- Supervising Experience
- Retail Management
