Associate - Investment Proposals & Solutions

4 weeks ago

Toronto, Canada TD Bank Full time

**Work Location**:
Toronto, Ontario, Canada

**Hours**:
37.5

**Line of Business**:
TD General

**Pay Details**:
$65,600 - $98,400 CAD

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.

In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.

**About the Role**

The Associate, Institutional Marketing will be part of the Investment Proposals & Solutions Support team which supports TD Global Investment Solutions and TDAM National Accounts. The team is responsible for preparing requests for proposal (RFP) and providing due diligence information for institutional and intermediary clients.

In this role, the Associate will be specifically responsible for the following:

- Prepare responses to written inquiries and questionnaires while managing project timelines
- Create investment language used, and help to maintain content library
- Review consultant and industry databases for accuracy and completeness
- Proofread and provide overall quality assurance of electronic and print materials
- Maintain investment data files

**Qualifications / Skills / Experience**
- 2+ years of financial marketing or other relevant experience
- Attention to detail and accuracy; strong editorial and grammatical skills
- Strong computer skills, particularly with Microsoft 365 (i.e. Word, Excel, PowerPoint)
- Understanding of financial markets and products
- Ability to work well under deadlines and multi-task
- Strong initiative combined with good interpersonal skills and ability to work successfully with a team
- Experience with industry databases (eVestment, InvestConnect) would be an asset
- Experience with content management systems (Qvidian, Seismic) would be an asset
- Experience with analytical and investment management software (FactSet, APX) would be an asset
- French language fluency would be an asset

**Specific Educational requirements/accreditations**:

- University degree required
- Completion of Level 1 CFA would be an asset

**Other Accountabilities**:

- Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
- Participate fully as a member of the team and contribute to a positive work environment
- Ensure ongoing communication with the team on the status/progress of projects, issues and other points of interest
- Actively share information and knowledge and proactively learn from the expertise of others

Hybrid: Please note employees will be going to 4 days in the office March 2025

**Who We Are**:
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

**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. Learn more

**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 suc

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