Description
The Senior Fundamental Portfolio Manager will work with the Senior Quantitative Portfolio Manager in managing and growing the Core North American Equity platform, specifically with a focus on fundamental North American Equities.
Using TD Wealth’s existing philosophy, strategy and tactics, the Fundamental Portfolio Manager will manage equity model portfolios, actively engage with investment advisors and portfolio managers including inquiries on mandate positions, and strategy, as well as being a deep source of fundamental views on North American equities. The Senior Fundamental Portfolio Manager also actively contributes to WIO publications including our Portfolio Strategy Quarterly, Monthly Perspectives and Market Insights, and other thought pieces as they become relevant to communicate to the field.
Position Summary
The successful candidate will:
Be passionate about and have a keen understanding of North American equities, the drivers affecting equity returns, and constructing equity portfolios to provide diversified exposure towards risk-adjusted returns;
Contribute to equity market-related publications and conference calls;
Understand the TD Wealth Strategy process philosophy, strategy and tactics and how they can be leveraged to manage equity mandates
Have direct experience working with high net worth investment advisors, portfolio managers and financial planners and understand the business dynamics, structure and goals of our professional advice channels;
Participate in advisor training, coaching, branch presentations and road shows regularly;
Support WIO initiatives that may not be directly related to equity research and portfolio management.
Requirements:
Strong knowledge of North American equity markets and GICS sectors more broadly with a minimum ten years of experience analyzing or supporting the management of managed equity solutions;
Expert knowledge and competence using Bloomberg, Fact Set, as well as MS Excel modeling and chart visualization and PowerPoint presentations;
Exceptional communication skills, both oral and written, with ability to articulate all aspects of equities management and return drivers to an audience with different levels of sophistication including regular communication with TD wealth investment advisors;
Ability to communicate research findings clearly through both first-draft written articles and first-draft written presentations;
Strong relationship-management skills required to interact with TD Wealth advisor teams;
Advanced degree in economics, math or other quantitative discipline preferred
CFA charter holder;
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 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 95,000 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.
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…
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