Manager, Alternative Investments Manager Research [Td Bank]

Hours37.5Pay Details

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Department OverviewThe Wealth Shelf Management & Investment Research Team provides product shelf management and strategic thought leadership for Wealth's distribution businesses. The team manages product onboarding, governs decisions and long-term plans for product shelves and platforms, while providing distribution oversight of TD proprietary deposit and investment products. The team blends a strong due diligence approach, acting as the forward-thinking conscious of the business in collaboration with Financial Planning, Private Wealth Management, Direct Investing, Wealth Governance & Control, Risk, and Compliance. The IMR team working within Wealth Shelf Management & Investment Research, is the TD Bank Group center of excellence and subject matter experts relating to all managed investment research. IMR is responsible and accountable for helping to build, maintain and enhance all investment products, Preferred Lists and oversight that is available across TD Wealth. IMR has an open and collaborative culture that supports career development, diversity and work/life balance.

The TD Wealth Investment Manager Research ("IMR") team within Wealth Shelf Management and Investment Research is the TD Bank Group's center of excellence and subject matter experts relating to all managed investment product research. Reporting to the Head of Alternative Investments, IMR, the Analyst, Alternative Investments Manager Research, is a key member of the SMIR Team and is responsible for conducting onboarding due diligence, as well as, on-going oversight of TD Wealth's approved and preferred list offering memorandum or prospectus based alternative investment products. In addition, the Analyst's responsibility includes providing investment manager research support to the TD Wealth business channels.

It Requires

Job DetailsThe role is a multi -faceted one, requiring a high degree of technical competency and in-depth industry knowledge.

• Substantial interaction with investment managers, as well as operations, risk, legal and compliance departments, and various internal product support groups
• A thorough understanding and commitment to TD Wealth Management's objectives, including providing TD clients with access to best-in-class managers and strategies, and delivering greater value over the long-term through downside protection
• Expert knowledge of investment management strategies, capital markets and regulatory framework with focus on Offering Memorandum funds and Prospectus-based alternative mutual funds

Key Accountabilities Of The Role Include

• Lead the annual and quarterly due diligence process for alternative investment fund companies on the platform; involves working with third party firms to complete RFIs
• Leadership and coordination of due diligence assessments across alternative investment products, taking a lead role with senior-level asset manager personnel and presenting to various TD Wealth committees from a product shelf perspective
• Organize, prepare for and effectively execute periodic investment manager interviews
• Conduct initial screening and evaluation as well as ongoing reviews/analysis of specific alternative investment managers and mandates, becoming attuned to the firm's philosophy, people, process and performance
• Analyzing responses to ensure compliance with guidelines and presenting non-compliant firms and products to the Investment Risk Committee for review
• Monitor alternatives, including private markets mandates on the TD Wealth preferred lists for performance versus expectations
• Research and write timely alternative fund specific research notes/articles consistent with TD Wealth business strategy

Other Accountabilities Of The Role Include

• Stay current of industry events and to participate in related company initiatives
• Track new development and noteworthy market news particularly on approved firm and products
• Lead the preparation of updates and timely research on significant capital market events, assisting other divisions with content for print materials
• Maintain and develop relationships with alternative investments and private markets managers
• Demonstrate a high degree of professionalism

Job Requirements

• Strong analytical skills
• Proven knowledge of financial markets with expertise in alternatives, including private market strategies
• Strong understanding of capital markets and specialized knowledge/experience in due diligence and/or investment manager research fields
• Well organized, detail oriented and able to execute well in a multi -task environment
• The ability to work both as part of a team and independently to complete tasks, including working over and above a regular workday as required
• Effective oral and written communication skills, and able to present to senior executive member
• Ability to use technology to obtain and efficiently analyze information
• Strong time management, prioritization and organizational skills are required to manage multiple deadlines and priorities

Additional Information#LICompany OverviewOur 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 caring and 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, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total 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 a customer obsessed organization, and we are 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.

InclusivenessOur 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.

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.

Accommodation

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We look forward to hearing from you!