Analyst – Investment Performance and Portfolio Oversight

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$80,000 - $100,000 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.

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 at TD. Our 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:

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of December 31, 2024 TDAM and its affiliates manage over $459 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

TDAM's Investment Performance and Portfolio Oversight - Alternatives team creates and provides analytics to measure the outcome of investment decisions within TDAM's real asset mandates. The core analytic accountabilities will include performance measurement, attribution/contribution reporting and analysis, portfolio characteristics and attributes. The role will also be required to assist the team in designing and developing various tools to support performance analytics. The role will support a range of scheduled tasks, projects, ad hoc requests/problem solving and continuous process improvement.

Accountabilities

• Perform Investment performance calculations, contribution reports and holdings-based analytics for TDAM's real asset mandates.
• Create various dashboards/scorecards to help the alternatives team visualize the outcome of various investment decisions.
• Maintain data mapping tables and ensure all tables across hub, security master and alternatives security interface are accurate and reflect the most recent attributes.
• Participate in various projects and initiatives around Alternative performance reporting.
• Support marketing and RFPs performance data request for real asset mandates.
• Research, propose, and enhance current performance measurement methodologies for existing and new real asset mandates.
• Support the timely and accurate completion of business processes and procedures.
• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high-risk activities as necessary.
• Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations.
• Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit.
• Keep current on emerging trends/ developments and grow knowledge of the business and the alternative investment space, related tools and techniques.
• Participate in personal performance management and development activities, including across training within own team.

Specific Educational Requirements and Skills

• A bachelor's degree in software engineering, computational finance, Mathematics, Economics or Finance or similar is required for this position.
• Proficiency in Excel, VBA and programming, with experience in, or a strong desire to learn: Python, SQL, JavaScript, is required.
• Completion of, or working towards, the CFA designations is an asset.
• Past co-op experience in asset management or equivalent is preferred.
• Extremely strong analytical skills with a sharp eye for detail. Ability to learn quickly, question results, problem solve, and provide solutions.

**Please note employees will be going to the office 4 days starting March 2025**

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 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.

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. Learn more

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 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.

Colleague Development
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.
 

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

Interview Process 
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

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.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet