Associate - Investment Proposals & Solutions Support (TD Asset Management)

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 June 30, 2024, TDAM and its affiliates manage over $434 billion in assets on behalf of pension, insurance, endowment / foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.

About the Role

The Associate, Institutional Marketing will be part of the Investment Proposals & Solutions Support team which supports TD Global Investment Solutions and TDAM National Accounts.

The team is responsible for preparing requests for proposal (RFP) and providing due diligence information for institutional and intermediary clients.

In this role, the Associate will be specifically responsible for the following :

• Prepare responses to written inquiries and questionnaires while managing project timelines
• Create investment language used, and help to maintain content library
• Review consultant and industry databases for accuracy and completeness
• Proofread and provide overall quality assurance of electronic and print materials
• Build relationships with subject matter experts within the investment team and operational groups
• Maintain investment data files

In completing these activities, the Associate will be required to exercise judgment in interpreting requests, identifying appropriate content, and creating comprehensive responses.

As such, the Associate will need to develop relationships with subject-matter experts across various internal teams investment management, global distribution, operational groups, and control partners.

Qualifications / Skills / Experience

• 2+ years of financial marketing or other relevant experience
• Attention to detail and accuracy; strong editorial and grammatical skills
• Strong computer skills, particularly with Microsoft 365 (i.e. Word, Excel, PowerPoint)
• Understanding of financial markets and products
• Ability to work well under deadlines and multi-task
• Strong initiative combined with good interpersonal skills and ability to work successfully with a team
• Experience with industry databases (eVestment, InvestConnect) would be an asset
• Experience with content management systems (Qvidian, Seismic) would be an asset
• Experience with analytical and investment management software (FactSet, APX) would be an asset
• French language fluency would be an asset

Specific Educational requirements / accreditations :

• University degree required
• Completion of Level 1 CFA would be an asset

Other Accountabilities :

• Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
• Participate fully as a member of the team and contribute to a positive work environment
• Ensure ongoing communication with the team on the status / progress of projects, issues and other points of interest
• Actively share information and knowledge and proactively learn from the expertise of others

Hybrid : Please note employees will be going to 4 days in the office March 2025

Who We Are :

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience.

With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow.

Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.

In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.

We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

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.

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 (Quebec only) :

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.