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Analyst, Institutional Asset Allocation - TD Asset Management

Regina , SK
In-person
Full-time
Experienced
Company Benefits
Paid Time Off
Posted today

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$80,000 - $120,000 CAD

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 candidate's 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:

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 two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of September 30, 2024, TDAM and its affiliates manage over $452 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

In attaining this client commitment, TDAM has built one of Canada's largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.

The Institutional Asset Allocation Team manages over $9 billion for pension plans, endowments and foundations, municipalities and insurance companies across Canada. The Institutional Asset Allocation team follows a disciplined top-down and bottom-up investment process that leverages quantitative and qualitative analysis to deliver investment excellence through macro-economic and investment analysis. Utilizing a broad suite of fixed income, equities and alternative investments, the team builds and manages multi-asset solutions to help institutional clients achieve their goals. We are looking for a Portfolio Research Analyst to support the day-to-day management of institutional asset allocation mandates and support the expected growth of the business. Accountabilities will include implementation of investment strategies on both a strategic and tactical level. This includes supporting the senior PMs with asset mix analysis, fund structure analysis, as well as market research in support of tactical trades. The candidate will work directly with the senior PM team providing them support in all areas of the business, including investment management and client relationships.

Key Accountabilities:

  • Primary support for the portfolio managers responsible for institutional multi-asset mandates; including trade planning and queue management where alternatives exposures exist
  • Developing the message around investments results, outlook, and positioning for clients
  • Supporting the communications and relationship management team in the preparation of presentations
  • Documenting trade rationales
  • Assisting PM team with monitoring key economic events
  • Assisting PMs with daily monitoring of portfolio exposures and cash positions
  • Conduct underlying fund due diligence maintain ongoing engagement with underlying fund portfolio managers
  • Perform asset mix analysis to assist PMs in setting strategic asset allocation for funds and clients
  • Collaborate with all members of the Asset Management team, including, but not limited to, Portfolio Managers, Analysts, Relationship Managers, Client Portfolio Managers, Client Servicing Representatives, and Risk Management

Job Requirements :

  • This entry-level role is ideal for a candidate who possesses a passion for learning about multiple asset classes along with strong analytical and communication skills
  • The candidate should have a keen interest in investment management, global markets, and client service.
  • Detail-oriented with a strong market and quantitative background (mathematics and/or finance)
  • An individual who desires an environment that will challenge them for continual learning
  • An entrepreneurial and open mindset that seeks to grow with the team over the long-term

Candidate Profile/Core Competencies:

  • Degree in business, actuarial science, financial engineering, financial mathematics or related field
  • An interest in pursuing CFA designation
  • Proficient with MS Excel and MS Powerpoint
  • Experience with programming languages (e.g. Excel VBA, Python, SQL Server Programming, etc.)
  • Superior written and oral presentation skills; ability to present and articulate complex concepts
  • Excellent attention to detail, high level of intellectual curiosity and problem-solving skills
  • Team player with high level of self-motivation, ownership and initiative
  • Basic knowledge of alternative investments along with fixed income and equities
  • Bilingual, French-English, would be an asset

Hybrid: Please note employees will be going to 4 days in the office March 2025

Who We Are:

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

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:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're 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 you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll 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 we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll 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 you'd 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 Objet
Competition Number: R_1374867
Company Website: jobs.td.com/

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About TD Bank

About TD Bank

The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by branches & serves approximately 22 million customers in a number of locations in key financial centres around the globe. Over 85,000 TD employees represent the strongest team in banking. Delivering legendary customer experiences is who we are & is part of being the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.