Senior Investment Research Analyst, Wealth

TD; Toronto; On-site; CAD 82,000 - 115,000; Full time

Job summary

TD in Toronto, Canada, is seeking a Senior Investment Research Analyst to join TD Wealth. You will contribute to research, monitoring and evaluation of active and passive investment strategies, and assist with due diligence and Preferred List oversight.

The role covers mutual funds, ETFs, and SMAs, requiring strong analytical skills and knowledge of portfolio construction. Four days in the office per week are expected.

Qualifications

• University degree in finance, economics, business or related discipline.
• 3–5 years of experience in investment research, asset management, investment consulting, capital markets, or a related field.
• Progress toward the CFA designation is preferred.
• Knowledge of investment products, portfolio construction and capital markets.
• Demonstrated interest in and understanding of both active and passive investment approaches.
• Strong analytical, research and critical-thinking skills.
• Strong written and verbal communication skills.
• Experience with Bloomberg, FactSet, Morningstar Direct or similar research platforms is an asset.
• The workplace model is 4 days in the office.

Responsibilities

• Contribute to the research, monitoring, and evaluation of active and passive investment strategies.
• Support investment recommendations, due diligence reviews, Preferred List oversight.
• Monitor asset managers, investment products, and industry developments.
• Develop independent investment views and contribute to Preferred List recommendations.
• Prepare investment proposals, due diligence reports, advisor and stakeholder communications, and other research materials.
• Maintain complete, accurate and audit-ready research documentation.
• Participate in meetings with asset managers, ETF issuers, index providers, and other industry participants.
• Contribute to thought leadership, advisor support initiatives and broader team projects.

Skills

Investment research

Due diligence

Portfolio analysis

Analytical thinking

Communication skills

Attention to detail

Written communication

Education

University degree in finance, economics, business

Tools

Bloomberg

FactSet

Morningstar Direct

Job description

TD in Toronto, Canada, is seeking a Senior Investment Research Analyst to join TD Wealth. You will contribute to research, monitoring and evaluation of active and passive investment strategies, and assist with due diligence and Preferred List oversight.

The role covers mutual funds, ETFs, and SMAs, requiring strong analytical skills and knowledge of portfolio construction. Four days in the office per week are expected.