Investment Management Rotational Analyst
- Toronto, ON, Canada
$85,000 - $85,000 CAD · Full-time
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Job details
- Pay
- $85,000 - $85,000 CAD
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Undergraduate
Work Location:
Toronto, Ontario, Canada
Hours
37.5
Pay Details
$85,000 - $85,000 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
The Analyst program provides on-the-job training through rotations in various departments within TDAM and involving assignments in key departments such as investment management, risk management, business strategies, product management, client portfolio management, research and trading. The anticipated duration of this assignment is normally 18 to 24 months.
Application & Interview Process: Application requirements include; CV, cover letter, and transcript. Two rounds of interviews, combination of behavioral and take-home case.
Role
Accountabilities include:
- Learn about the investment management industry and work in a collaborative team environment
- Utilize strong quantitative and coding skills to accurately analyze portfolio risk exposures and strategy performance
- Create client reports, prepare presentations for a variety of audiences, participate in the due diligence process
- Complete complex financial analyses on client portfolios, companies and industries
- Assist with building and reviewing internal models, tools, processes, policies, presentations, and other related materials; challenge team and improve the underlying processes of the functional area
- Update / initiate / present research reports (equity or credit) to the investment management teams
- Learn and participate in the research, analysis and implementation of investment ideas
- Involve and support business strategy, risk assessment and product management
- Uses sound judgement and understanding of process/policy risk when recommending exceptions outside general practices or guidelines.
The candidate must be enrolled in the final year of studies and on track for graduation by June 2027 with an undergraduate degree.
The Ideal Candidate Will Possess
- Graduating from an Undergraduate program in 2027, with the pursuit of a CFA designation considered an asset
- Excellent Communication Skills – both written and verbal
- Business, finance, mathematics or quantitative skills
- Strong working knowledge of Microsoft Office products (Excel, PowerPoint and Word)
- Experience in financial modeling and coding (ex. Python) would be an asset
- Proactive attitude, demonstrated ability and desire to work in a vigorous, fast-paced environment
- Organizational skills with the ability to prioritize, multi-task and maintain attention to detail under demanding timelines
- Strong foundation in business acumen, problem solving skills and analytical capabilities
- Bilingual in French/English would be an asset
- Degree in Business, Finance, Mathematics, Actuarial Science, or Economics
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 well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
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.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
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)
Sans Objet
More about this job
Responsibilities
Rotate through investment management, risk, strategy, product, client portfolio management, research, and trading assignments while learning the investment management industry. Analyze portfolio risks and performance, prepare client reports and presentations, conduct financial and investment research, support due diligence and product strategy, and help improve internal models and processes.
Requirements
Applicants must be in the final year of an undergraduate degree and on track to graduate by June 2027, with a degree in business, finance, mathematics, actuarial science, or economics. Candidates should have strong communication, quantitative, analytical, and organizational skills, proficiency with Microsoft Office, and ideally experience in financial modeling or coding; pursuing the CFA designation and French-English bilingualism are assets.
Skills
- Quantitative Analysis
- Coding
- Portfolio Risk Analysis
- Financial Modeling
- Python
- Investment Research
- Equity And Credit Research
- Financial Analysis
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Communication
- Problem Solving
- Analytical Skills
- Organization
- Attention To Detail
Benefits
- Health And Well-Being Benefits
- Savings And Retirement Programs
- Paid Time Off
- Banking Benefits And Discounts
- Career Development
- Reward And Recognition Programs
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Data & Analytics
- Management & Leadership
Keywords
- Investment Management
- Portfolio Risk
- Strategy Performance
- Risk Management
- Business Strategy
- Product Management
- Client Portfolio Management
- Investment Research
- Equity Research
- Credit Research
- Trading
- Due Diligence
- Financial Analysis
- Financial Modeling
- Python
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- CFA
- Portfolio Analysis
- Risk Assessment
- Investment Ideas
- Process Improvement
- Client Reporting