Senior Equity Analyst, Managed Investments

3 weeks ago


Next Job, Canada TD Full time

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 Equity, CoreQ Quantamental Equity Portfolios and Risk Priority 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.

Position Summary
Be passionate about and have a keen understanding of different managed equity strategies and the drivers affecting equity returns; knowledge of the key Canadian and global equity managers is a strong asset;
Be passionate about portfolio management, with a strong desire to work with investment professionals to design, build and manage industry-leading portfolios;
Will directly contribute to the management and administration of the firm's guided portfolios;
Contribute to equity market-related publications and conference calls;
Understand the TD Wealth Risk Priority Management philosophy, strategy and tactics and how they can be leveraged to create an efficient modeled book;
Have direct experience working with 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 and branch presentations as required;
Support WIO initiatives that may not be directly related to managed investments.
Requirements Strong knowledge of managed equity investments and markets; minimum five years of experience analyzing or supporting the management of managed equity solutions;
Strong technical skills, i.e. Python and Factor Risk Models;
Expert knowledge of Bloomberg, Morningstar Direct and Excel software suites;
Strong 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;Ability to communicate research findings clearly through both first-draft written articles and first-draft written presentations. Charting (creative) is a critical skill; Strong relationship-management skills required to interact with external and internal portfolio management firms;Advanced degree in economics, math or other quantitative discipline preferred (CFA, Masters a plus); Previous experience as a fund analyst or investment consultant an asset.
Hours37.5InclusivenessAt 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.

JOB TYPE

Work Day:Full Time

Employment type:Permanent Job

Salary:Negotiable

JOB REQUIREMENTS

Minimal experience:Unspecified



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