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 June 30, 2024, TDAM and its affiliates manage over $434 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.
In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.
The Analyst, Market Intelligence & Analytics , is a key partner to the Institutional Distribution team, supporting the global growth and retention objectives of the firm through providing best-in-class research and analytics. The Analyst will be responsible for working with large datasets, deriving insights on a company, competitor, or product basis and compiling / summarizing research on various related subjects. This role will have exposure to, and interaction with, several key stakeholders including Relationship Managers, Client Portfolio Managers, Marketing and Sales Enablement, while offering unparalleled exposure within an industry-leading global investment management firm. The successful candidate will be a highly motivated individual with experience and interest in the investment management industry, strong analytical and communication skills, and a desire to make a positive impact in our growing team.
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 internal and external datasets alongside Excel to consolidate and clean data for analysis using formulas, functions, and pivot tables.
• Conduct analysis and provide insight through various key performance indicators to support decision-making by senior leadership, including the development of Salesforce dashboards , highlighting business development and client servicing efforts.
• Complete investment fund performance analysis / competitive positioning by developing a peer 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 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.
• 3+ years’ experience in an analytical role within the financial industry.
• Experience with an Institutional Asset Management firm or an Investment Consultant firm is preferred.
• Relevant co-op and internship experience will be considered.
• 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 strongly preferred.
• Experience with Salesforce CRM and/or eVestment is an asset.
• Experience in completing secondary 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.
• Experience with python is an asset but is not a current job requirement.
  Hybrid = 3 days a week in office with expectation of 4 days in March 2025
  

  LI-Wealth

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.

Please refer the Job description for details