Associate - Client Portfolio Management (TDAM)

Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$85,000 - $115,000 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview

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 three decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management.

This role offers an exciting opportunity to build a career in the investment industry with one of Canada's largest asset managers. The Associate will be part of a team that plays a critical role in delivering investment expertise to clients.

Job Description/Accountabilities

As an Associate on the Client Portfolio Management (CPM) team, you will be part of a team that acts as a key link between the investment teams managing the investment strategies and the various stakeholders that rely on this information.

Reporting to the Vice President & Director, the Associate will assist the Client Portfolio Managers in providing subject matter expertise across TDAM's investment strategies. As an Associate, you will assist CPMs by performing ongoing research, investment solution analysis, presentation design and investment writing.

Accountabilities

Support the CPMs to serve as a key liaison between Portfolio Management, Sales, Sales Enablement and Marketing and Communications

Write investment articles, investment commentaries, trade rationales and respond to queries

Assist in designing and constructing presentation content to enhance investment messaging for TDAM's investment strategies to external prospects and existing clients

Manage regular reports and databases

Assist in analyzing investment portfolios and provide insights on performance drivers, risk factors, and competitive characteristics

Assist in analyzing and communicating given topics related to financial markets and our investment capabilities. Topics would primarily focus on the practical application of TDAM's philosophy and process, investment positioning, market and economic outlook

Aid the broader CPM team as required and assist on projects as needed

Qualifications/Skills/Experience

• The ideal candidate will have a CFA (or pursuing) and/or graduate degree plus a relevant undergraduate degree.
• 2 to 4 years' experience in the investment industry with an understanding or knowledge of various investment strategies (fixed income, fundamental equity, quantitative equity, alternative investments) along with an understanding or knowledge of portfolio construction concepts
• Must have exceptional writing skills and be able to present ideas clearly.
• Strong aptitude with technology with an ability to assimilate complex and varied market data. Specifically, proficiency with Microsoft Office (Excel and PowerPoint) is required and familiarity with Bloomberg/Factset/Morningstar Direct is a plus
• Excellent presentation skills with the ability to present investment insights creatively
• Strong analytical and quantitative skills with high attention to detail and accuracy
• Strong organizational skills, with the ability to work on multiple projects concurrently
• Team player with the ability to thrive in a high-performance culture operating under time sensitive deadlines
• Intellectual curiosity and a strong passion for capital markets
• Bilingual, French- English is an asset

**Please note employees will be going to the office 4 days starting March 2025**

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

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.

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, requirements.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

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.

We look forward to hearing from you!

Language Requirement (Quebec only):
Sans Objet