Associate, Alternatives Investment Manager Research

Work Location:

Toronto Ontario Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$81600 - $115200 CAD

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. Further IMR provides strategic insights for TD Wealths distribution businesses including Financial Planning Private Trust Private Wealth Management and Direct Investing.

The team blends a strong due diligence approach with thought leadership to help drive business results across TD Wealth distribution channels. IMR has an open and collaborative culture that supports career development diversity and work/life balance.

Job Responsibilities:

The Associate role is multi-faceted though the primary responsibility is to assist with IMRs alternative investments 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 asset management firms and mandates available across TD Wealths business lines.

Other key accountabilities include:

• Develop an in-depth knowledge of the global alternative investment landscape and top-tier alternative investment managers and their strategies.

• Responsible for completion of initial and ongoing 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.

• 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.

Job Requirements:

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

• Completion of Level 2 of the CFA program

• University degree in a related discipline

• Experience in alternative investments preferably in alternative investment manager research

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

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

• 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)

• 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

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 strive to make every interaction product and experience remarkably human and refreshingly simple for 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 foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. Together we are reimagining what banking can be for our clients colleagues and communities.

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.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

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):

Sans Objet

Required Experience:

Manager

Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 81600 - 115200