Market & Intelligence Analyst, Institutional

3 weeks ago

Toronto, Canada TD Bank Full time

430658BR

Asset Management

Toronto, ON

Montreal, QC Winnipeg, MB Regina, SK

January 22, 2024

Hours

37.5

Workplace Model

Hybrid

Pay Details

Department Overview

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager off ering progressive investment soluti ons to both insti tuti onaland individual investors. For over two decades, the organizati on has established competi ti ve market positi ons in acti ve, quanti tati ve, and passive portf olio management. As of March 31,2023, TDAM and its affi liates manage over $421 billion in assets on behalf of pension, insurance, endowment/foundati on, and corporate clients, as well as high-net worth clients andretail mutual funds.
In att aining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portf olio Managers,Associate Portf olio Managers, Traders and Analysts.

Job Details

The
** Accountabilities**:
Research & Sales Support
- Conduct comprehensive analysis on institutional entities (pension plans, insurance companies, endowments and foundations) to understand plan objectives, investment strategies, and asset allocation.
- Produce competitor intelligence reports to evaluate a competitor’s market position and present insights.
- Support sales objectives in a business-to-business setting by developing prospect lists utilizing quantitative and qualitative screening.
- Prepare product research across asset classes; assembling and synthesizing product specific data such as total assets, key product characteristics, investment strategy/philosophies & investor interest / activity.
- Conduct market research by theme or segment to size the market potential, identify trends and key participants.
- Respond to requests from internal partners in an efficient and professional manner.
- Contribute to the development of tools, automation, and processes to fulfill requests with a high degree of quality and accuracy.

Data Analytics
- Utilize external and internal datasets alongside Excel to consolidate and cleanse data for analysis using formulas, functions, and pivot tables.
- Conduct business intelligence analysis and provide insights / success metrics to support decision-making by senior leadership, including the development of dashboards on sales and client servicing efforts.
- Complete investment performance analysis / competitive positioning reporting by developing a group of comparable investment strategies, determining the appropriate performance, efficiency, and risk metrics, assembling the necessary charts / data tables and deriving insights.
- Create Salesforce reports to assess client and prospect characteristics and segmentation.
- Prepare and present analysis findings and insights using PowerPoint or other data visualization methods.

Job Requirements
- Enrolment in, or completion of, the Chartered Financial Analyst designation is an asset
- 1-5 years’ experience in an analytical role within the financial industry, ideally with an asset management focus. Relevant co-op and internship experience will be considered.
- Experience with an Institutional Asset Management firm or an Investment Consultant firm is preferred
- Knowledge of capital markets and asset management business
- Knowledge of the pension industry is an asset
- Proficiency with Microsoft Excel, Word, and PowerPoint
- Advanced Excel skills are required
- Experience with Salesforce CRM and/or eVestment is an asset
- Experience in completing primary research, market research or competitive intelligence reports
- Experience with data visualization
- Strong collaboration and relationship-management skills, including ability to manage relationships across a broad team, and with key internal stakeholders
- Comfortable collaborating with team members in multiple locations
- Demonstrated ability to take initiative, employ critical thinking/problem solving skills and deal with ambiguity when required.
- Excellent verbal and written communication skills
- Must be results-oriented, have exceptional time management/organizational skills and strong attention to detail
- A desire to continuously learn and improve, particularly related to the asset management industry and investment knowledge
- Basic to intermediate statistics knowledge considered an asset

Proficiency in Other than French

This position requires proficiency in a language other than French to support or deal with employees or colleagues who require services and support in a language other than French.

Additional Information

This position requires proficiency in a language other than French to support customers, employees or markets located outside of the province of Quebec or who require services in a language other than French.

Company Overview

**Our Values**
At TD we’re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values

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