Analyst, Portfolio Research Fundamental Equities - TD Asset Management

Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line Of Business:
TD Wealth

Pay Details:
$80,000 - $120,000 CAD
This 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.

The TD Asset Management Fundamental Equities team is a performance-oriented group managing long-only Canadian, US, International and global equity portfolios for institutional, high net worth and retail clients. The team follows a disciplined investment process combining fundamental due diligence and detailed empirical/quantitative research and risk management to produce superior investment results. An opportunity exists for an Analyst to join the team, reporting to a Co-Lead of the Fundamental Equities Research team.

Key Responsibilities:

• Conducting in-depth financial analysis on companies and industries to identify investment opportunities suitable for TDAM portfolios.
• Developing investment ideas and educating investment and client-facing teams on research findings and recommendations via written research reports and presentations.
• Owning and supporting a sector-specific research coverage by maintaining thorough and consistent coverage of relevant stock universe, including proposing new investment ideas and recommending which securities should exit the portfolio.
• Building relationships with company management, industry contacts, and research vendors to enhance the company's brand and research capabilities.
• Attending industry conferences and seminars to gain relevant insights.

Requirements:

• Solid analytical and modelling capabilities, an exceptional passion towards public equity markets, and a desire to actively and collaboratively problem-solve within a fast-paced environment.
• Excellent track record of analyzing complex multi-faceted problems and arriving at well-thought-out conclusions through applying logical, expert frameworks.
• Personal and/or professional track record of intellectual curiosity, market participation, and equity research.
• Ability to work under pressure on time-sensitive and sometimes unpredictable developments.
• Ability to work independently with no supervision towards clear objectives with ambiguous waypoints.
• Comfortable managing relationships and prioritizing demanding workloads with numerous portfolio manager stakeholders.
• Ability to distill and convey complex financial and fundamental information to a generalist audience.
• Industry experience in capital markets within research, investment banking or related fields is an asset.

Educational Requirements:

• Undergraduate/Graduate degree in Engineering/Finance/Mathematics/Economics/Accounting/MBA or related fields is preferred.
• CFA designation or working towards a CFA designation.

Additional Information:
Please note employees will be going to the office 4 days starting March 2025. Position will be filled as an Analyst or Associate depending on experience level.

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.

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.

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.

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