Associate, Investment Manager Research

at  TD Bank

JOB DESCRIPTION

The successful candidate should be able to demonstrate:

• Awareness of the Canadian Mutual Fund industry and capital markets along with developments/challenges facing asset managers and clients.
• 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:
• Knowledge of investment management strategies and the Canadian investment regulatory framework with a focus on mutual funds, Separately Managed Accounts and Exchange Traded Funds.
• Ability to gather and share relevant industry information/developments and provide a fact based opinion and recommendation.

The Associate 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:

• Lead, Organize, prepare and effectively execute periodic investment manager interviews.
• Responsible for ongoing due diligence and oversight for managers
• 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.
• 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.
• 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.

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.

• Lead, Organize, prepare and effectively execute periodic investment manager interviews.
• Responsible for ongoing due diligence and oversight for managers
• 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.
• 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.
• 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