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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

Role Type:

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.

Accountabilities include:

Role:

  • 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.

Qualifications / Skills / Experience:

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

Specific Educational Requirements / Accreditations:

  • Degree in Business, Finance, Mathematics, Actuarial Science, or Economics

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 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

The analyst will participate in rotational assignments across various investment and risk management departments to gain industry experience. Responsibilities include performing financial analyses, creating client reports, and supporting investment research and strategy implementation.

Requirements

Candidates must be enrolled in an undergraduate program with an expected graduation date by June 2027. Strong quantitative, coding, and communication skills are required, along with a proactive attitude and the ability to work in a fast-paced environment.

Skills

  • Investment management
  • Financial modeling
  • Python
  • Quantitative analysis
  • Risk management
  • Portfolio analysis
  • Data analysis
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Word
  • Communication skills
  • Problem solving
  • Business acumen
  • Research
  • Financial analysis

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

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Categories

  • Finance & Accounting
  • Data & Analytics
  • Management & Leadership

Keywords

  • Investment Management
  • Rotational Analyst
  • TDAM
  • Risk Management
  • Portfolio Management
  • Financial Modeling
  • Python
  • Equity Research
  • Credit Research
  • Business Strategy
  • Data Analysis
  • Quantitative Skills
  • CFA
  • Financial Analysis
  • Microsoft Office
  • Undergraduate
  • Banking
  • Due Diligence
  • Client Reporting
  • Investment Ideas

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