Td Bank VP - Client Portfolio Manager Asset Liability Management Team 

Canada, Quebec, Montreal 

901557917

Montréal, Quebec, CanadaTD Wealth

Job Description:

In developing ALM solutions, TDAM blends knowledge of investment management and actuarial science with robust proprietary portfolio analytics programs to align assets and liabilities in a holistic, disciplined and flexible portfolio construction process. The goal is to deliver on client objectives.

GPTD is currently looking for a Client Portfolio Manager, Asset Liability Management.

Job Description:

The role of the Client Portfolio Manager is a central source of knowledge and expertise for a given body of investment strategies and provides a critical linkage between the portfolio management team responsible for the direct management of the portfolios, and the relationship management team responsible for fostering client relationships. The role requires an ability to actively listen, understand the needs of our clients and engage with them through direct conversations, formal committee meetings or as an industry conference speaker. Investment solution analysis, presentation design and investment writing are key accountabilities. As part of the Asset-Liability Management Team, the role spans across TDAM's broad array of investment capabilities. Specifically, this role requires proficiency in understanding asset-liability management (or liability driven investing), traditional public fixed income and equities, private and alternative asset classes as well as overlay strategies using derivatives and key drivers of liabilities. The role also requires an understanding of the distribution dynamics of the institutional market and high level of attention to detail and strong organizational skills.

Accountabilities

• Serve as a key liaison between portfolio management and relationship management / business development teams to identify opportunities and support the design of investment solutions for clients and consultants.
• Engage with clients to understand their objective, provide and present ALM solutions, updates on financial market performance, lead thought leadership articles, draft opinion pieces, construct presentation material and write quarterly portfolio commentaries on ALM topics for existing and new strategies.
• Maintain a strong knowledge of the competitor landscape and keep distribution teams informed of industry trends.
• Identify trends to propose new strategies, structures and products.
• Act as subject matter expert in the creation of communication content, including RFP/database content to support the marketing and distribution of TDAM’s ALM client focused solutions.
• Work together with fellow Client Portfolio Managers to ensure consistent and high standards of quality and efficiency in the content we deliver to our clients and stakeholders.

Job Requirements:

Candidate Profile/Core Competencies:

• Degree in actuarial science, financial engineering, financial mathematics, or related field
• CFA, CAIA and/or FSA/FCIA designation an asset
• Minimum 7+ years' experience in asset management, asset-liability management, pension/insurance risk management or consulting
• Excellent communication and presentation skills, both verbal and written, with the ability to effectively communicate complex solutions and influence stakeholders
• Strong analytical and problem solving skills
• Strong organizational skills, with the ability to work on multiple projects concurrently
• Superior written and oral presentation skills
• Good understanding of considerations related to designing and managing assets in an asset / liability framework
• A self-starter who has the ability to function with minimal supervision and works well independently as well as collaboratively within a team environment
• Able to thrive in a fast paced, time sensitive, exciting team environment
• Bilingual, French-English, would be an asset

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.

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.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

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