Job Senior Analyst in Toronto
TD Description
Tell us your story. Don't go unnoticed. Explain why you're a winning candidate. Think "TD" if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.
Stay current and competitive. Carve out a career for yourself. Grow with us.
Department Overview
Tell us your story. Don’t go unnoticed. Explain why you’re a winning candidate. Think “TD” if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.
Stay current and competitive. Carve out a career for yourself. Grow with us. Here’s our story: jobs.td.com.
Department Overview
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, Core Quant Equity Portfolios 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.
Job Description
Reporting to the Senior Manager, Investment Analytics and Strategic Insights, the Senior Analyst will be responsible for providing a broad range of analytical and process support for centralized portfolio performance, attribution, and risk factor reporting. The incumbent will be part of a team that is committed to leading the design, implementation, and management of analytic solutions to deliver robust and actionable investment book insights and portfolio management trends across all asset classes, including advised and managed models. The Senior Analyst will be primarily responsible for supporting the production and enhancement of dashboards, regular and ad-hoc reports, analysis, and insights to drive data-driven decision making within TD Wealth Financial Planning, Private Investment Advice, Private Investment Counsel and UHNW Family Office.
Job Description
- Use analytic tools to develop repeatable and reliable workflows for extracting, compiling, and summarizing wealth portfolio investment data including asset allocation, risk diversification and performance attribution
- Develop a thorough understanding of the data warehouse and systems landscape at TD Wealth and support the automation and maintenance of internal reporting processes
- Actively participate in various workstreams with internal partners to understand business objectives, required KPIs and translate them into data collection and data analysis strategies
- Demonstrate strong initiative, and use strong communication, analytical and problem-solving skills to add value to each initiative, project, or team you are assigned to
- Create and maintain procedure documents for internal reports and dashboards
Job Requirements
- Undergraduate Degree in Finance, Economics, Computer Science, Statistics, Data Analytics, or a related field
- 2+ years related experience in the financial services industry
- Strong analytics skills & interest in/knowledge of the wealth management business
- Enrolment in the CFA program
- Proficient in Excel and SQL programming
- Experience with VBA, Python, or other programming languages is a plus
- Experience with Alteryx is a plus
- Experience with Tableau and/or other visualization software is a plus
- Excellent verbal & written communication, with ability to work collaboratively and effectively in a team environment.
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
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About TD
CEO: Bharat Masrani
Revenue: $10+ billion (USD)
Size: 10000+ Employees
Type: Company - Public
Website: www.td.com
Year Founded: 1855
