(Contract) Associate, Global Fund Operations - TD Asset Management

TD Bank; Regina; On-site; CAD 60,000 - 80,000; Full time

Job summary

TD Bank is seeking an Associate for Global Fund Operations to perform detailed portfolio analytics and reporting. The ideal candidate will have a Finance or Business degree, relevant experience, and excellent analytical skills in a hybrid work setting.

Qualifications

• 3-5 years related experience.
• Knowledge of alternative investments an asset.

Responsibilities

• Perform portfolio analytics and reporting using in-house applications.
• Conduct detailed appraisals and performance analyses.
• Develop relationships with stakeholders and assist with data collection.

Skills

Analytical

Problem Solving

Communication

Multi-tasking

Education

Finance or Business degree

CFA or CAIA designation

Tools

Microsoft Office

Excel

Tableau

Yardi Voyager

Argus Enterprise

Job description

Contract) Associate, Global Fund Operations - TD Asset Management

Location : Canada

Schedule : 37.5 hours per week

Industry : TD Wealth Management

Compensation Details : We are committed to offering fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open conversation with your recruiter about compensation, including the specifics of this role.

Job 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.

The Associate on our Global Fund Operations team will be expected to :

• Develop a deep understanding of alternative investment strategies to perform robust portfolio analytics and reporting.
• Use a variety of in-house developed and vendor-supported applications (including Yardi Voyager and Argus Enterprise) to support portfolio analytics.
• Develop and maintain dashboards to provide business insights.
• Conduct detailed analysis of appraisals for key drivers of valuation changes.
• Complete performance analysis of the assets in the portfolios including attribution analysis and analyzing actual results against forecasts.
• Process funding requests and work with asset managers and corporate lawyers to document transactions.
• Preparation of internal and external reporting.
• Assist with data collection, validation, and analysis.
• Develop strong relationships with internal and external stakeholders.

Job Requirements :

• We are looking for a team-oriented and passionate individual, meticulous in their work, detail-oriented, with excellent communication, problem-solving, analytical, and multi-tasking skills, and the ability to function in a fast-paced team environment.
• This individual will work independently as well as in a team environment within a high-performing culture and under tight deadlines.
• The successful candidate will hold a Finance or Business degree, CFA or CAIA designation or working towards a designation, and 3-5 years of related experience.
• Relevant work experience would be an asset, including knowledge of alternative investments. Experience with Microsoft Office / Excel, Tableau, Yardi Voyager, Argus Enterprise, and a proven record of completing tasks with high-quality results would also be an asset.

Hybrid Schedule : 3 days in the office

Contract Duration : 12-18 months

About Us : TD is a global leader in the financial services sector, representing the fifth-largest bank in North America by number of branches. Every day, we deliver legendary customer experiences to more than 27 million households and businesses in Canada, the U.S., and around the world. Over 95,000 TD colleagues apply their skills, talent, and creativity to serve the bank, its customers, and the economies we support.

Additional Information : We are excited that you are considering a career at TD. Please note that this position is subject to provincial employment regulations.

Accessibility : Accessibility is important to us. Please let us know if you require any accommodations to participate in the interview process.