Senior Alternative Investments Analyst

Job Responsibility: 424302BR Wealth Management Toronto, ON November 7, 2023

Hours

37.5

Workplace Model

Hybrid

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 your recruiter and ask compensation related questions, including pay details for this role.

Department Overview

The Wealth Investment Office team (WIO) is TD Wealth's source for investment strategy. We empower advisors and portfolio managers across TD Bank Group's Wealth Management division — including Financial Planning, Private Investment Advice and Private Investment Counsel — by giving them the knowledge and tools they need to execute a scalable and consistent approach to portfolio management. 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.

The group provides holistic investment advice, portfolio construction counsel and guidance across a broad range of investment methodologies including traditional, endowment and risk-aware allocations. WIO is the engine behind the Risk Priority Portfolios and the investment manager behind the TD Core Fixed Income ETF Portfolio, Core Canadian Corporate Bond Ladder Portfolio, Core Asset Allocation ETF Portfolio and Core Managed Equity Portfolios.. In addition, 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.

Job Details

The Senior Alternative Investments Analyst, Managed Investments, will assist the Chief Wealth Strategist and Head of Managed Investments in expanding the managed investments platform at TD Wealth, specifically by becoming the subject-matter expert on alternative investments including equity and fixed-income oriented hedge funds, private equity, real asset/infrastructure funds and structured notes. Using TD Wealth's existing philosophy, strategy and tactics, the Senior Alternative Investments Analyst will assist with the management of model portfolios, respond to advisor inquiries as it relates to alternative investment mandates, and publish thought leadership pieces covering the alternative investments landscape. The Senior Alternative Investments Analyst will also establish and maintain relationships with proprietary and third-party portfolio management firms to keep abreast of the alternative investments landscape, and to share intelligence with members of the team. The Senior Alternative Investments Analyst will be a member of the Investment Management Committee and will be expected to contribute to the effective management of the firm's model portfolios by monitoring the universe of alternative investments and contributing new ideas that may improve the portfolios' risk-adjusted returns. Position Summary The successful candidate will:

• Be passionate about and have a keen understanding of different alternative investment strategies and the drivers affecting fixed-income and equity returns. Knowledge of the key Canadian and global alternative investment managers, particularly in the private assets space, is a strong asset;
• Be passionate about portfolio management with a strong desire to work with investment professionals to design, build and manage industry-leading portfolios. Will directly contribute to the management and administration of the firm's guided portfolios;
• Contribute to alternative investment market-related publications and conference calls;
• Understand the TD Wealth Risk Priority Management philosophy, strategy and tactics and how they can be leveraged to create an efficient modeled book;
• Have direct experience working with investment advisors, portfolio managers and financial planners and understand the business dynamics, structure and goals of our professional advice channels;
• Participate in advisor training, coaching and branch presentations as required;
• Support WIO initiatives that may not be directly related to managed investments.

Job Requirements

• Strong knowledge of alternative investments and equity and fixed-income markets. Specific knowledge of private equity, fixed income and real asset managers is a strong asset.
• Minimum three years of experience analyzing or supporting the management of alternative investment solutions;
• Expert knowledge of the Morningstar Direct and Excel software suites; working knowledge of Bloomberg and/or FactSet an asset;
• Strong communication skills, both oral and written, with ability to articulate all aspects of alternative investments and return drivers to an audience with different levels of sophistication;
• Strong relationship-management skills required to interact with external and internal portfolio management firms;
• CFA Charterholder or candidate an asset;
• Previous experience as a fund analyst or investment consultant an asset.

Company Overview

Our Values At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care.

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. 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.

Inclusiveness

Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

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.

How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

We look forward to hearing from you!