Analyst, Investment Manager Research

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line Of Business:
TD Wealth

Pay Details:
$69,700 - $98,400 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  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:

The TD Wealth Investment Manager Research ("IMR") team is the TD Bank Financial Group's center of excellence and subject matter experts relating to all managed investment research. IMR is responsible and accountable for maintaining and enhancing all managed investment products on the Dealer Self that are available for sale within TD Wealth along with curating and overseeing Preferred List strategies across all managed investment container types.

The successful candidate should be able to demonstrate:

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.

Passion for the markets.

Awareness of Canadian mutual funds, exchange traded funds or separately managed accounts.

Ability to gather and share relevant industry information/developments and provide a fact‑based opinion and recommendation.

The Analyst role is multi‑faceted, though the primary responsibility is to assist with IMR's due diligence. This includes 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 Wealth's 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 team’s investment manager research function and assist in the development of new research tools/reports.

Develop an in‑depth knowledge of 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 team's 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 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.

Job Requirements:

Minimum 1–5 years of progressive experience in the financial services industry.

University degree in a related discipline.

Completion of Level 1 of the CFA program and registration for the Level 2 CFA exam.

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

Passion for the capital markets, mutual funds, separately managed accounts, ETFs, 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 with an ability to use technology to obtain and efficiently…