Investment Performance Analysis, Vice President

2 months ago


Old Toronto, Canada TD Bank Full time
p>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 June 30, 2024, TDAM and its affiliates manage over $434 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.The Institutional Product team within TD Asset Management is responsible for the product strategy and development of TD's entire institutional product portfolio. li>Develop a solid understanding of markets, competitors, product and regulatory trends and client needs to effectively inform decisions on new product concepts Synthesize data on emerging medium and long term product development trends to inform product roadmap Develop products for various countries and regions to profitably grow market share Provide a high level of support to our Relationship Management and Client Service groups On-going product management ensuring our investment solutions remain competitive and compliant with regulatory requirements The Vice President (Manager), TDAM Institutional Product is responsible for supporting all aspects of product management for the private asset institutional product shelf (global – distributed across regions in North America, Europe and Asia Pacific), including implementation of new products and product changes, product innovation and positioning.Serve as the senior member of the Private Assets product management team, including potential people management and provide guidance to junior team members Act as a subject matter expert on product structures, including global fund structures such as Unit Trusts, CITs, SCSPs, LLCs, LP/GP structures, ICAV/SICAV, UCITS, etc.Manage day to day activities for management of Fund suite, including operational set up and issue resolution, offering circular management, end to end oversight on Fund suite (performance, regulatory requirements, investment strategy, distribution, asset flows, legal documents, board meetings etc.)Help define and build the business case for new product development initiatives through assembling fact-based arguments and providing competitive insights Manage regulatory filings and requirements for Funds in jurisdictions in North America, Europe, and Asia Pacific Act as the project lead to implement new products, including the coordination of internal partners and external service providers to ensure operational readiness Work closely with internal control partners to mitigate risks while executing with speed to market Support product strategy team, including competitive research and analysis, including making meaningful recommendations to promote the development of new product concepts Direct report to the Vice President & Director, Corporate Strategy & Global Institutional Product Executives, relationship managers and other investment professionals across TD Wealth and TD Bank, including those in non-domestic jurisdictions Collaborate with internal partners including Business Management and Solutions, Corporate Strategy, Product Design, Portfolio Management, Client Portfolio Managers, Sales, Legal, Sales Strategy and Communications, Finance, Compliance, Operations and Marketing Minimum 5 years of related industry experience preferred with at least 3 years of experience in an institutional product development function within the asset management industry required Experience with alternatives, including real assets required Experience reviewing offering circulars, including deep understanding of fund features (e.g. redemption/subscription policies, distribution policies, and other mechanisms) is required Knowledge of global investment fund structures, such as limited partnerships, LLCs, offshore feeders, UCITs is required Preference given to candidates with product development experience across various asset classes and vehicles A working knowledge of regulatory and compliance issues, fund accounting and performance/portfolio reporting principles Although not a direct people manager role, preference given to candidates with some people management experience due to dotted-line team structure Ability to prioritize many projects simultaneously Undergraduate degree required Hybrid = 3-4 days a week in the office

Please note, This is a Manager level role that is Market Titled as Vice President, TDAM

TD is one of the world's 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. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.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.

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

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