Analyst, Alternative Investments Manager Research
1 week ago
Wealth Management
Toronto, ON
June 22, 2023
Company Overview
Department Overview
Job Description:
- The Analyst role is a multi faceted one, requiring a high degree of technical competency and indepth industry knowledge
It requires:
- Interaction with investment managers, as well as operations, risk, legal and compliance departments, and various internal product support groups
- Knowledge of investment management strategies, capital markets and regulatory framework with focus on Offering Memorandum funds and Prospectusbased alternative mutual funds
- Good understanding and commitment to TD Wealth Management's objectives, including providing TD clients with access to bestinclass managers and strategies, and delivering greater value over the longterm through downside protection
Key accountabilities of the role include:
- Conduct initial screening and evaluation as well as ongoing reviews/analysis of specific alternative investment managers and mandates, becoming attuned to the firm's philosophy, people, process and performance
- Collect, update and review exposure reports
- Organize, prepare for and effectively execute periodic investment manager interviews
- Monitor alternatives, including private markets mandates on the TD Wealth preferred lists for performance versus expectations
- Assist in the ongoing maintenance and enhancement of performance reports for the various TD Wealth distribution channels
- Assist in the creation of detailed fund profiles for all products on TD Wealth's alternative investment preferred list
- Participate in the annual and quarterly due diligence process for alternative investment fund companies on the platform; involves working with third party firms to complete RFIs,
- Analyzing responses to ensure compliance with guidelines and presenting noncompliant firms and products to the Investment Risk Committee for review
Other accountabilities of the role include:
- Stay current of industry events and to participate in related company initiatives
- Track new development and noteworthy market news particularly on approved firm and products
- Assist in the development of new tools and reports
- Prepare fund analysis presentations and dashboards / scorecards for executives
- Assist in the preparation of updates and timely research on significant capital market events, assisting other divisions with content for print materials
- Develop an indepth knowledge of research systems that support the team's investment manager research function
- Demonstrate a high degree of professionalism
Requirements:
- Proven knowledge of financial markets with expertise in alternatives, including private market strategies
- Strong understanding of capital markets and specialized knowledge/experience in due diligence and/or investment manager research fields
- Ability to use technology to obtain and efficiently analyze information
- Strong analytical skills
- Effective oral and written communication skills, and able to present to senior executive member
- Strong time management, prioritization and organizational skills are required to manage multiple deadlines and priorities
37.5
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.
We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.
If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
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