Investment Management Analyst

3 days ago

Toronto, Canada TD Bank Full time

**TD Description**

Stay current and competitive. Carve out a career for yourself. Grow with us.
- The Wealth Investment Office (WIO) team is TD Wealth’s source for investment management and strategy. We empower advisors and portfolio managers across TD Bank Group’s Wealth Management division — including Financial Planning, Private Investment Advice and Private Investment Counsel — by giving them the knowledge and tools they need to execute a scalable and consistent approach to portfolio management. WIO is a place for professionals who love to manage money and get excited about the opportunity to consult with others on how to build and manage investment portfolios. This is not a place for people stuck in neutral. WIO is a dynamic, multifaceted, multi-channel group working on numerous priorities and initiatives in a fast-paced environment.
- The group provides holistic investment advice, portfolio construction, management and across a broad range of investment methodologies including traditional, endowment and risk-aware allocations. WIO is the engine behind the Wealth's investment strategy process and allocations. WIO also manages the Risk Priority Portfolios, Core Quant Portfolio, and the investment manager behind the TD Core Managed Equity Portfolio. In addition, WIO plays a role in the education and ongoing support of TD Wealth advisors through numerous internal and client-facing publications, as well as conferences, presentations, seminars and one-on-one communications to advisors.- Understand the managed assets product spectrum
- Develop a deep understanding of the firm's fee-based and managed account platforms as well as the recommended managed products and portfolio solutions.
- Support WIO’s delivery of managed investment solutions to TD Wealth's Canadian advisors through its portfolio consultancy team.
- Provide portfolio construction guidance and support for advisors requiring customized solutions. There will also be a requirement to assist with Requests for Proposals and conduct portfolio reviews for advisors
- Interpret managed product research from TD's internal investment manager research group.
- Be able to manipulate data from a variety of sources, using Excel and other software, to provide insights and action plans on Advisor portfolios and books' if business.

**Key accountabilities include**:

- Contribute to a daily conference call highlighting relevant research and market-related news for the advisors
- Field and respond to advisor inquiries and requests for information regarding managed investments
- Participate in advisor training and branch presentations as required
- Support the building of and follow-up on Request for Proposals
- Develop a deep understanding of TD Wealth's fee-based and managed account platforms as well as the recommended portfolio solutions and products to support the delivery of these solutions to the advice channels
- Support, as needed, the Portfolio Construction Consultants with data retrieval, report building and Advisor follow-up.
- Provide holistic investment management consultation to deliver and coach to a professional portfolio construction process and outcome
- Deliver managed investment guidance to TD Wealth’s advice channels by leveraging WIO's tools and resources.
- Support WIO initiatives that may not be directly related to managed investments

**Job Requirements**

**Education/Accreditations**:

- Undergraduate degree - majoring in Finance, Economics, Computer Science, Mathematics, Engineering, Quantitative Analysis, Statistics, Data Analytics or a related field. Investment industry accreditation (e.g., CSC, CIM)
- Completion of or working towards completion of the CFA Institute’s Chartered Financial Analyst (CFA) designation would be an asset

**Other Qualifications/Skills/Experience**:

- 3-5 years of experience in the financial services industry
- Strong knowledge of Investment management concepts financial markets, and portfolio construction techniques
- Strong understanding of managed products including mutual funds, ETFs, and SMAs
- Strong time management, prioritization and organizational skills are required to manage multiple deadlines and priorities
- Strong verbal and written communication skills
- Strong interpersonal and relationship management skills needed to effectively work with other members of the team and other areas of TD Wealth
- Excellent technical skills and a strong working knowledge of Microsoft Office are required; strong Microsoft Excel skills are essential. Alteryx and/or SQL,and Tableau exposure is also beneficial.
- Experience with VBA, Python, or other programming languages is a plus
- Knowledge and understanding of Bloomberg and Morningstar is preferable
- Ability to work both independently and as a team player
- Outgoing individual who demonstrates keen initiative, flexibility and ability to react quickly to changing needs, positively rising to challenges presented.

**Inclusiveness**

At TD, we are co

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