QUALIFICATIONS/SKILLS/EXPERIENCE:

• CFA designation, along with a relevant undergraduate degree.
• Minimum of 10 years’ experience in fixed income investments
• Excellent communication and presentation skills, both verbal and written, with the ability to effectively convey complex solutions and influence stakeholders.
• Strong analytical and problem-solving skills
• Exceptional organizational skills, with the ability to manage multiple projects concurrently.
• Strong business acumen and demonstrated ability to propel business growth
• Proficiency in technology and its application in analytical and portfolio management settings.
• Self-starter with the ability to function with minimal supervision and work effectively both independently and collaboratively within a team environment.
• Ability to thrive in a fast-paced, time-sensitive, and dynamic team environment.
• Understanding of the needs across a broad range of client channels, including retail and institutional investors.
• Acumen in identifying process improvements and developing compelling value propositions for investment strategies.

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.

KEY RESPONSIBILITIES:

• Act as a primary liaison between portfolio management and distribution teams/business development teams to identify opportunities and lead the delivery of investment insights to clients.
• Represent TDAM’s fixed income investment team in client, consultant and advisor meetings
• Communicate TDAM’s competitive advantages effectively through client-facing activities, investment solution analysis, presentation design, and investment writing.
• Maintain comprehensive knowledge of the competitor landscape and keep distribution teams informed of industry trends.
• Collaborate with distribution, investment and product teams to identify trends and propose new strategies and products to internal and external stakeholders.
• Act as a subject matter expert in the creation of communication content.
• Provide updates on market performance, draft opinion pieces, maintain template presentation materials, and write quarterly portfolio commentaries.
• Collaborate with fellow Client Portfolio Managers to ensure consistent and high standards of quality and efficiency in the content delivered to clients and stakeholders.