Portfolio Research Analyst

1 month ago

Regina, Saskatchewan, Canada TD Bank Full time
Job Title: Portfolio Research Analyst

Location: Canada

Hours: 37.5

Line of Business: TD Wealth

Job Type: Full-time

Job Description:

TD Asset Management (TDAM) is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. The company has established competitive market positions in active, quantitative, and passive portfolio management. As of March 31, 2024, TDAM and its affiliates manage over $427 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 TD Asset Management Fundamental Equities team is a performance-oriented group managing long-only Canadian, US, International and global equity portfolios for institutional, high net worth and retail clients. The team follows a disciplined investment process combining fundamental due diligence and detailed empirical/quantitative research and risk management to produce superior investment results.

Key Responsibilities:

  • Conducting in-depth financial analysis on companies and industries to identify investment opportunities suitable for TDAM portfolio.
  • Developing investment ideas and educating investment and client-facing teams on research findings and recommendations via written research reports and presentations.
  • Owning and supporting a sector-specific research coverage by maintaining thorough and consistent coverage of relevant stock universe, including proposing new investment ideas and recommending which securities should exit the portfolio.
  • Building relationships with company management, industry contacts, and research vendors to enhance the company's brand and research capabilities.
  • Attending industry conferences and seminars to gain relevant insights.

Requirements:

  • Strong understanding of capital markets, including financial statement and fundamental analysis, major valuation techniques, macroeconomics, factor-based and quantitative investing strategies, asset allocation, and portfolio construction.
  • Solid analytical and modelling capabilities, an exceptional passion towards public equity markets, and a desire to actively and collaboratively problem-solve within a fast-paced environment.
  • Excellent track record of analyzing complex multi-faceted problems and arriving at well-thought-out conclusions through applying logical, expert frameworks.
  • Personal and/or professional track record of intellectual curiosity, market participation, and equity research.
  • Ability to work under pressure on time-sensitive and sometimes unpredictable developments.
  • Ability to work independently with no supervision towards clear objectives with ambiguous waypoints.
  • Comfortable managing relationships and prioritizing demanding workloads with numerous portfolio manager stakeholders.
  • Ability to distill and convey complex financial and fundamental information to a generalist audience.
  • Industry experience in capital markets within research, investment banking or related fields is an asset.

Educational Requirements:

  • Undergraduate/Graduate degree in Engineering/Finance/Mathematics/Economics/Accounting/MBA or related fields is preferred.
  • CFA designation or working towards a CFA designation.

Additional Information:

We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations and requirements.

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.

Interview Process: We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation: Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language Requirement: N/A.

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