Wealth Operations Analyst I

Wealth Operations Analyst I - Investment Operations Team (TD Asset Management) Join to apply for the Wealth Operations Analyst I - Investment Operations Team (TD Asset Management) role at TD Securities. Work Location: Toronto, Ontario, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $57,100 - $84,000 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. As of September 30, 2025, TDAM manages over $500 billion in assets on behalf of pension, insurance, endowment/foundation, corporate, high‑net‑worth and retail mutual funds. The main responsibility of Operations is to provide a high level of service and professionalism to internal clients and, where applicable, external clients. Key skills include the ability to work within strict deadlines, strong problem‑solving, initiative, attention to detail, and the ability to contribute effectively to team goals. Experience in an investment environment and basic accounting knowledge is preferred. Specific to the Trade Support Team, the goal is to provide required support and remove routine and/or special project work from Traders and Portfolio Managers, enabling them to focus on core trading, analytics and portfolio management. Accountabilities – Position Specific Daily trade settlements: Foreign Exchange spots and forwards, swaps, OTC and listed options, futures, repos, bond forwards, private debt, term B loans, collateral administration, private placement, hedge trades Investigate and resolve items noted on daily failed trade reports (from custody) Ensure confirmation of foreign exchange trades and derivatives Monitor corporate actions and ensure responses are submitted to meet deadlines Trade transmission review and tracking of issues Coordinate migration activities with stakeholders (in‑specie transfers, in‑kind donations) Ensure matching and confirmation of foreign exchange transactions Monitor and update private placements, restricted securities and collateral management Liaison between trading, broker/dealer, custody, and fund accounting to facilitate investigation and resolution of settlement issues Counterparty credit maintenance/onboarding Maintain standard settlement instructions (SSIs) in Omgeo’s ALERT platform Risk mitigation and error reporting New account opening – liaison with custody, including global sub‑custodians and tax agents, as applicable Produce daily, weekly, monthly, quarterly, yearly, ad‑hoc and customized reports Investigate reconciliation items/issues Maintain shared email boxes and group email Maintain EUCs Markit set‑up and maintenance Process review and updates Broker allocations Participate in projects Provide support and back‑up as required across the Operations team Accountabilities – TDAM Operations Team Work efficiently in a multi‑tasked environment and meet deadlines Act as an effective team player and adapt to changing priorities Engage fully as a member of the team and contribute to a positive work environment Keep team informed about the status of projects and day‑to‑day activities Continuously develop knowledge in own area to support the team Represent the team and provide status updates to external groups Cover for vacation, health and Canadian holidays Competencies & Qualifications Knowledge of products and processes used in the institutional investment industry Strong analytical, logical and organizational skills Ability to work in a fast‑paced, deadline‑driven environment Capacity to remain focused and resolve issues under pressure Strong attention to detail Advanced computer skills – Excel is essential Work independently and collaborate effectively within a team Strong verbal and written communication skills Ability to multi‑task to meet deadlines and assist colleagues Enrollment in the CFA program is an asset Commitment to continuous improvement and development Proactive, self‑motivated, team‑player attitude 4 days required in office. Seniority level Entry level Employment type Full‑time Job function Management and Manufacturing Industries Investment Banking #J-18808-Ljbffr