Senior Analyst, Private Markets

TD Bank; Toronto; On-site; CAD 98,000 - 137,000; Full time

Job summary

TD Bank is seeking a wealth investment professional to specialize in private markets within the Wealth Investment Office. The role focuses on researching managers, shaping asset allocation, and supporting portfolio construction for TD Financial Planning and Private Wealth Management.

You will engage with advisors and portfolio managers, sharing insights on private assets, and contributing to thought leadership and client discussions. The position values collaboration and innovative thinking.

Qualifications

• Asset management background or investment banking experience.
• Knowledge of private markets including private equity, debt, infrastructure, real estate.
• Certifications CFA/CAIA or equivalent are preferred.
• Strong communication and interpersonal skills.
• Experience integrating AI tools into investment workflows.

Responsibilities

• Research private market managers and products (PE, debt, infra, real estate).
• Shape multi-asset portfolio recommendations.
• Support portfolio construction and business development efforts.
• Create marketing materials like whitepapers, reports, and events.
• Act as SME and collaborate with advisors, PMs and partners.
• Build relationships with internal and external stakeholders.

Skills

Communication skills

Strategic thinking

Team collaboration

Adaptability

Education

CFA

CAIA

Tools

Microsoft Office

Bloomberg

FactSet

Morningstar Direct

Preqin

MSCI Private i

PitchBook

Job description

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD General

Pay Details:

$96,900 - $136,800 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview

The Wealth Investment Office (WIO) is TD Wealth's source for investment management strategy. We empower advisors and portfolio managers across TD Bank Group's Wealth Management division - including Financial Planning and Private Wealth Management - by delivering the knowledge and tools they need to execute an efficient and consistent approach to Professional 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 WIO is embedded in the heart of TD Wealth for maximum impact on all the firm's investment advice professionals.

Position Overview

This role sits within the Asset Allocation & Managed Investments team in the Wealth Investment Office and serves as TD Wealth's in-house specialist on private markets. You will apply deep domain knowledge to help shape investment recommendations, support portfolio construction decisions, and advance business development initiatives across TD Financial Planning and Private Wealth Management. Acting as a trusted resource to advisors, portfolio managers, and internal partners, you will also contribute to thought leadership that strengthens how TD Wealth evaluates, positions, and communicates private market solutions.

What will you do?

• Dive into researching private market managers and products including private equity, debt, infrastructure, and real estate.
• Shape the future of multi-asset portfolios with bold recommendations.
• Empower advisors and portfolio managers by sharing your knowledge of private assets and offering hands‑on support.
• Bring your creative side to marketing projects like whitepapers, reports, and events that actually make a difference.
• Lead the conversation as a subject matter expert, collaborating and brainstorming with your team.
• Build genuine relationships with both internal and external partners and make every connection count.

Who are we looking for?

• Hard‑working, curious, and appreciative of complex realities.
• Creative thinker open to diverse perspectives.
• Willing to challenge and be challenged.
• Strategic team player.

Desired Experiences and Skills

• Asset management, investment banking, or equity/manager research background.
• Passion and knowledge of private markets.
• Proficient with Microsoft Suite, Bloomberg, FactSet, Morningstar Direct, Preqin, MSCI Private i, PitchBook.
• Relevant certifications (CFA, CAIA, etc.).
• Great communication and interpersonal skills.
• Experience integrating AI tools in workflow.

What is in it for you?

• Make private assets more accessible for everyone and spark new ideas in managing wealth.
• Level up your skills and demonstrate your expertise.
• Build real connections that actually make a difference.
• Share knowledge and insights with clients, advisors, and partners about private assets.

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/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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