Job Description

TD Description

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Department Overview

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, 2022, TDAM and its affiliates manage over $398billion 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.

TDAM has a long history of developing customized Asset Liability Management (ALM) or Liability Driven Investing (LDI) solutions for our clients. For portfolios with defined liabilities and obligations such as defined benefit pension plans, insurance companies, foundations and endowments there are critical risks and objectives to be managed by employing well thought out ALM solutions.

In developing ALM solutions, TDAM blends knowledge of investment management and actuarial science with robust proprietary portfolio analytics programs to align assets and liabilities in a holistic, disciplined and flexible portfolio construction process. The goal is to deliver on client objectives.

Job Requirements

Candidate Profile/Core Competencies:

• Degree in actuarial science, financial engineering, financial mathematics, or related field
• CFA, CAIA and/or FSA/FCIA designation an asset
• Minimum 7+ years' experience in asset management, asset-liability management, pension/insurance risk management or consulting
• Excellent communication and presentation skills, both verbal and written, with the ability to effectively communicate complex solutions and influence stakeholders
• Strong analytical and problem solving skills
• Strong organizational skills, with the ability to work on multiple projects concurrently
• Superior written and oral presentation skills
• Good understanding of considerations related to designing and managing assets in an asset / liability framework
• A self-starter who has the ability to function with minimal supervision and works well independently as well as collaboratively within a team environment
• Able to thrive in a fast paced, time sensitive, exciting team environment
• Bilingual, French-English, would be an asset

#LI-POST

Hours

37.5



The role of the Client Portfolio Manager is a central source of knowledge and expertise for a given body of investment strategies and provides a critical linkage between the portfolio management team responsible for the direct management of the portfolios, and the relationship management team responsible for fostering (the) client relationships. The role requires an ability to actively listen and understand the needs of our clients. Investment solution analysis, presentation design and investment writing are key accountabilities. As part of the Asset-Liability Management Team, the role spans across TDAM's broad array of investment capabilities. Specifically, this role requires proficiency in understanding asset-liability management (or liability driven investing), traditional public, private and alternative asset classes as well as key drivers of liabilities. The role also requires an understanding of the distribution dynamics of the institutional market and high level of attention to detail and strong organizational skills.

Accountabilities

• Serve as a key liaison between portfolio management and relationship management / business development teams to identify opportunities and support the design of investment solutions for clients and consultants.
• Engage with clients to understand their objective, provide and present ALM solutions, updates on financial market performance, contribute to thought leadership, draft opinion pieces, construct presentation material and write quarterly portfolio commentaries on ALM topics for existing and new strategies.
• Maintain a strong knowledge of the competitor landscape and keep distribution teams informed of industry trends.
• Identify trends to propose new strategies, structures and products.
• Act as subject matter expert in the creation of communication content, including RFP/database content to support the marketing and distribution of TDAM's ALM client focused solutions.
• Work together with fellow Client Portfolio Managers to ensure consistent and high standards of quality and efficiency in the content we deliver to our clients and stakeholders.

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Business Line

TD Asset Management

Job Category - Primary

Asset Management

Job Category(s)

Asset Management

Job Family

TDAM Investment Management and Research

Time Type

Full Time

Employment Type

Regular