Senior Fundamental Equity Portfolio Manager, North American Equities

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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

The Wealth Investment Office (WIO) is TD Wealths source for investment management strategy. We empower advisors and portfolio managers across TD Bank Groups Wealth Management division including Financial Planning Private Wealth Management and Family Office by delivering the knowledge and tools to execute an efficient and consistent approach to Professional Investment Management. 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. WIO is embedded in the heart of TD Wealth Management for maximum impact on all the firms investment advice professionals.

WIO provides holistic portfolio management counsel and guidance across a broad range of investment methodologies including traditional endowment and risk-aware allocations. WIO is the portfolio manager of Core Asset Allocation Core Risk Priority Portfolios Core Fixed Income Core Equity and CoreQ Quantamental Equity Portfolios.

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 Fundamental Portfolio Manager will work with the Senior Quantitative Portfolio Manager in managing and growing the Core North American Equity platform specifically with a focus on fundamental North American Equities.

Using TD Wealths existing philosophy strategy and tactics the Fundamental Portfolio Manager will manage equity model portfolios actively engage with investment advisors and portfolio managers including inquiries on mandate positions and strategy as well as being a deep source of fundamental views on North American equities. The Senior Fundamental Portfolio Manager also actively contributes to WIO publications including our Portfolio Strategy Quarterly Monthly Perspectives and Market Insights and other thought pieces as they become relevant to communicate to the field.

Position Summary

The successful candidate will:

• Be passionate about and have a keen understanding of North American equities the drivers affecting equity returns and constructing equity portfolios to provide diversified exposure towards risk-adjusted returns;

• Contribute to equity market-related publications and conference calls;

• Understand the TD Wealth Strategy process philosophy strategy and tactics and how they can be leveraged to manage equity mandates

• Have direct experience working with high net worth 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 branch presentations and road shows regularly;

• Support WIO initiatives that may not be directly related to equity research and portfolio management.

Requirements:

• Strong knowledge of North American equity markets and GICS sectors more broadly with a minimum ten years of experience analyzing or supporting the management of managed equity solutions;

• Expert knowledge and competence using Bloomberg FactSet as well as MS Excel modeling and chart visualization and PowerPoint presentations;

• Exceptional communication skills both oral and written with ability to articulate all aspects of equities management and return drivers to an audience with different levels of sophistication including regular communication with TD wealth investment advisors;

• Ability to communicate research findings clearly through both first-draft written articles and first-draft written presentations;

• Strong relationship-management skills required to interact with TD Wealth advisor teams;

• Advanced degree in economics math or other quantitative discipline preferred

• CFA charter holder;

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 strive to make every interaction product and experience remarkably human and refreshingly simple for 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 foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. Together we are reimagining what banking can be for our clients colleagues and communities.

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.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

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):