Work Location:

Canada

Hours:

37.5

Line of Business:

TD General

Pay Details:

We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

Department Overview

The Wealth Investment Office (WIO) is committed to providing institutional-grade investment strategy, portfolio management and goals-based models and portfolios for private clients. We set the standard for investment strategy and portfolio management ensuring portfolios are process driven, goal-based, positively risk adjusted, scalable, efficient and compliant across TD Bank Group’s Wealth Management division — including Financial Planning, Private Investment Advice, Private Investment Counsel and Family Office. WIO is a place for professionals who love to manage money and get excited about the opportunity to consult with others on how to build and manage investment portfolios. This is not a place for people stuck in neutral. WIO is a dynamic, multifaceted, multi-channel group working on numerous priorities and initiatives in a fast-paced environment.

WIO provides holistic portfolio management, counsel and guidance across a broad range of investment methodologies including traditional, endowment and risk-aware allocations. WIO is the portfolio manager of Core Asset Allocation, Core Equity, CoreQ  Quantamental Equity, and Risk Priority Portfolios.

WIO plays a role in the education and ongoing support of TD Wealth advisors through numerous internal and client-facing publications, as well as presentations, seminars and one-on-one communications to advisors.

DESCRIPTION:

The role will be to support the Senior Equity Portfolio Managers as an equity analyst with sector-specific and generalist coverage of public equities.

The equity analyst will conduct fundamental equity research primarily on large cap North American equities, to generate actionable investment ideas, and keep investment views updated.

One key objective will be to apply research skills in a multidisciplinary approach to contribute to portfolio construction, sector allocation and security selection using macroeconomics, fundamental equity research, and quantitative analysis, in a dynamic portfolio management team.

KEY RESPONSIBILITIES:

• Conducting in-depth company and industry research to evaluate equities and generate actionable investment ideas for the WIO Core fundamental and CoreQ quantitative equity portfolios

• Building and maintaining financial models to assess operating and financial inflection points and equity valuation

• Staying highly informed of material news flow in sectors under coverage, alerting portfolio managers in real-time of events relevant to equity portfolio holdings and watch list ideas

• Participating in weekly investment team meetings, including pitching top buy and sell ideas, contributing to market update call content, and recording minutes

• Participating in conference calls for the investment advisor field, presenting market analysis and sector updates

• Contributing to various WIO publications on a monthly, quarterly, and ad hoc basis as well as contributing to and/or preparing WIO's daily morning market client note 'Before the Open'

The successful candidate will:

• Be passionate and curious about investing in equity markets and have a strong desire to build a career in investment management

• Be a keen 'stock-picker' driven to seek out investment opportunities and risks to make trading recommendations towards  generating positive alpha to outperform benchmarks and peers

• Be highly proficient at comprehensive fundamental and quantitative analysis at the macroeconomic, industry, and company-specific level

• Be highly proficient at analyzing and interpreting large amounts of financial data related to equities, credit markets, economics and political events

• Excel at presenting data and conclusions in written and chart form (must be an Excel “guru”)

• Have excellent time management and organizational skills with an ability to work under pressure, within tight timelines, and efficiently prioritize multiple work streams with strict attention to detail

• Be a self-starter with a demonstrated ability to work independently while also collaborating with the team and contributing to team goals

• Ability to verbally communicate research findings clearly as well as through both first-draft written articles and first-draft written presentations. Charting (creative) is a critical skill

• Have strong interpersonal, communication and presentation skills with an ability to provide investment views in a clear and concise manner

• Work well with others and have a positive mindset that emanates a natural passion and enthusiasm for the role and as a member of the WIO team

REQUIRED SKILLS:

• Chartered Financial Analyst (CFA®) designation or nearing completion (level two minimum)

• Master's level degree in a quantitative discipline is preferred

• A minimum of five years' (seven+ preferred) experience working in public equity markets, preferably in buy-side or sell-side fundamental equity analysis covering large cap North American equities

• Expert knowledge of one or more GICS sectors

• High level of proficiency in Microsoft Office is a must, particularly advanced visualization of data in Excel

• Proficiency in financial software applications (FactSet, Bloomberg,) for data sourcing, quantitative analysis and modeling  

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:

N/A.