Td Bank Analyst Investment Manager Research 

Canada, Ontario, Toronto 

598602034

Toronto, Ontario, CanadaTD Wealth

$76,800 - $115,200 CAD

Job Description:

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 industryinformation/developmentsand provide a fact based opinions and recommendations.

The Analyst role is multi-faceted, though the primary responsibility is to assist with IMR's due diligence and shelf management 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 Wealth's business lines. Other key accountabilities include:

• Participate in shelf due diligence and on-boarding responsibilities.

• 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 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 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 to participate in related company initiatives

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

• Assist in the development of new tools and reports

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

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

• 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, 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.

• University degree in a related discipline.

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

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.

Sans Objet