Associate, Investment Manager Research

Work Location:

Hours:

Line of Business:

Pay Details:

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 candidates 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:

The TD Wealth Investment Manager Research (IMR) team is TD Bank Financial Groups center of excellence for product research management and subject matter expert relating to all managed investment products. IMR is responsible and accountable for curating Preferred Lists across all managed investment product types such as mutual funds exchange traded funds and separately managed accounts along with onboarding and providing oversight for all products that are available for sale within TD Wealth.

Job Description:

The Associate role is multi-faceted though the primary responsibility is to assist with IMRs due diligence accountabilities that include active participation and documentation of investment manager due diligence reviews preparing research materials and assisting in the analysis and evaluation of investment managers and mandates across TD Wealths business lines.

Other key accountabilities include:

• Responsible for completion of due diligence research reports and/or any meeting minutes along with ensuring that research materials are fulsome up-to-date and easily accessible.

• Develop an in-depth knowledge of existing tools that support the teams investment manager research function and assist in the development of new research tools/reports.

• Develop an in-depth knowledge of the key Canadian based asset managers and their strategies.

• Assist in the ongoing maintenance and enhancement of the IMR websites internal databases and Preferred List materials.

• Prepare and execute the teams reporting accountabilities as well as collaborate on various ad-hoc projects.

• Demonstrate a high degree of professionalism when dealing with internal and external business partners.

• Organize prepare and effectively execute periodic investment manager interviews.

• Contribute to investment analysis presentations and dashboards / scorecards.

• Stay current of industry events and to participate in related company initiatives.

• Track new development and noteworthy market news particularly on approved firms and products.

• Assist in the development of new tools and reports.

• Assist in the preparation of updates and timely research on market and/or industry events including keeping track of new developments and noteworthy market news particularly on Preferred List firms and products.

• Ability to take initiative and produce results either through independent work or collaborating effectively with a diverse team.

• Aptitude to communicate and confidently interact with internal and external parties.

• Ability to gather and share relevant industry information/developments and provide a fact based opinions and recommendations.

Job Requirements:

• Minimum 3 to 5 years of progressive experience in the financial services industry.

• Completion of level 1 of the CFA program and registered for the level 2 CFA exam

• University degree in a related discipline.

• Intellectual curiosity critical thinking eagerness to learn and strong attention to detail.

• Passion for the capital markets asset and wealth management

• Awareness of Canadian mutual funds exchange traded funds or separately managed accounts and/or alternative investments.

• Collaborative and adaptive in a work environment that is both independent and team based to execute across a wide spectrum of accountabilities.

• Software aptitude and literacy particularly with Excel Word and PowerPoint with an ability to use technology to obtain and efficiently analyze information.

• Working knowledge of manager research software (Morningstar Direct FactSet eVestment or Bloomberg) would be considered a plus.

• Effective oral and written communication skills (experience with writing/editing publications would be an asset).

• Strong time management prioritization and organizational skills are required to manage multiple deadlines and priorities.

Who We Are:

TD is one of the worlds 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 95000 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 youve 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 were 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:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 were committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well 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 youd 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):