Address
SalaryAsset Management
Toronto, ON
Montreal, QC Winnipeg, MB Regina, SK
January 22, 2024
Hours
Workplace Model
Pay Details
We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.
Department Overview
In att aining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portf olio Managers,Associate Portf olio Managers, Traders and Analysts.
Job Details
Accountabilities:
Research & Sales Support
- Conduct comprehensive analysis on institutional entities (pension plans, insurance companies, endowments and foundations) to understand plan objectives, investment strategies, and asset allocation.
- Produce competitor intelligence reports to evaluate a competitor’s market position and present insights.
- Support sales objectives in a business-to-business setting by developing prospect lists utilizing quantitative and qualitative screening.
- Prepare product research across asset classes; assembling and synthesizing product specific data such as total assets, key product characteristics, investment strategy/philosophies & investor interest / activity.
- Conduct market research by theme or segment to size the market potential, identify trends and key participants.
- Respond to requests from internal partners in an efficient and professional manner.
- Contribute to the development of tools, automation, and processes to fulfill requests with a high degree of quality and accuracy.
Data Analytics
- Utilize external and internal datasets alongside Excel to consolidate and cleanse data for analysis using formulas, functions, and pivot tables.
- Conduct business intelligence analysis and provide insights / success metrics to support decision-making by senior leadership, including the development of dashboards on sales and client servicing efforts.
- Complete investment performance analysis / competitive positioning reporting by developing a group of comparable investment strategies, determining the appropriate performance, efficiency, and risk metrics, assembling the necessary charts / data tables and deriving insights.
- Create Salesforce reports to assess client and prospect characteristics and segmentation.
- Prepare and present analysis findings and insights using PowerPoint or other data visualization methods.
Job Requirements
- Bachelor’s degree in finance, economics, marketing or related business fields; candidate should be familiar with public and private market asset classes including Equities, Fixed Income and Real Assets.
- Enrolment in, or completion of, the Chartered Financial Analyst designation is an asset
- 1-5 years’ experience in an analytical role within the financial industry, ideally with an Asset Management focus. Relevant co-op and internship experience will be considered.
- Experience with an Institutional Asset Management firm or an Investment Consultant firm is preferred
- Knowledge of capital markets and Asset Management business
- Knowledge of the pension industry is an asset
- Proficiency with Microsoft Excel, Word, and PowerPoint
- Advanced Excel skills are required
- Experience with Salesforce CRM and/or eVestment is an asset
- Experience in completing primary research, market research or competitive intelligence reports
- Experience with data visualization
- Strong collaboration and relationship-management skills, including ability to manage relationships across a broad team, and with key internal stakeholders
- Comfortable collaborating with team members in multiple locations
- Demonstrated ability to take initiative, employ critical thinking/problem solving skills and deal with ambiguity when required.
- Excellent verbal and written communication skills
- Must be results-oriented, have exceptional time management/organizational skills and strong attention to detail
- A desire to continuously learn and improve, particularly related to the Asset Management industry and investment knowledge
- Basic to intermediate statistics knowledge considered an asset
Proficiency in Other than French
Additional Information
Company Overview
At TD we’re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.
Making Your Well-being a Priority
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they’re more likely to do their best.
Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they’ll always have access to the TD community and experience our culture of care.
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. Every day, we deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
Inclusiveness
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
Accommodation
Your accessibility is important to us. Please let us know if you’d 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.
How We’re Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.
We look forward to hearing from you!
