The Senior Fundamental Portfolio Manager at TD Wealth's Wealth Investment Office is responsible for managing North American equity model portfolios, actively engaging with investment advisors and portfolio managers, contributing to investment strategies and publications, and supporting TD Wealth advisors. The role requires a deep understanding of North American equities and their drivers, as well as the ability to construct diversified equity portfolios.
Manage equity model portfolios.,Actively engage with investment advisors and portfolio managers on mandate positions and strategy.,Be a deep source of fundamental views on North American equities.,Actively contribute to WIO publications (e.g., Portfolio Strategy Quarterly, Monthly Perspectives, Market Insights).,Work with the Senior Quantitative Portfolio Manager in managing and growing the Core North American Equity platform.,Have direct experience working with high net worth investment advisors, portfolio managers, and financial planners.,Understand the business dynamics, structure, and goals of professional advice channels.,Participate in advisor training, coaching, branch presentations, and road shows regularly.,Support WIO initiatives not directly related to equity research and portfolio management.,Understand the TD Wealth Strategy process philosophy, strategy and tactics and how they can be leveraged to manage equity mandates.,Be passionate about and have a keen understanding of North American equities, the drivers affecting equity returns, and constructing equity portfolios to provide diversified exposure towards risk-adjusted returns.,Contribute to equity market-related publications and conference calls.
Direct experience working with high net worth investment advisors, portfolio managers and financial planners.,Understanding of the business dynamics, structure and goals of professional advice channels.
37.5 hours/week
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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