Portfolio Research Support Specialist II

Portfolio Research Support Specialist II (US)

Company: TD

Work Location: New York, New York, États-Unis d'Amérique

Hours: 40 hours per week

Pay Details: $105,000 - $140,000 USD

Line Of Business: EPOCH LLC

Job Description: The Portfolio Research Support Specialist II is typically a support role, where the authority for decision-making on matters of significance reside at a more senior level. The role provides portfolio construction support, research support, trade implementation support and/or pre-trade compliance monitoring for Epoch strategies (US, International and Global) on multiple execution platforms within the Firm. Works closely with the Investment Team along with the Trading, Compliance and Client Service teams.

• Acts as a subject matter expert within their own area of specialty or a resource for others
• Applies best practices to implement process, product or service improvements
• Leads projects of moderately to complex risk and resource requirements; may lead end-to-end processes or functional programs
• Contributes to setting standards within area of expertise
• Solves complex problems requiring analysis of multiple variables, including consultation with multiple stakeholders
• Uses advanced methods to contribute to new solutions and recommend standards against which others will operate
• Impacts a range of functional programs and operations across own and related teams
• Interprets guidelines, standards, policies and results of analysis to inform decision making at senior levels
• Builds stakeholder alignment in leading projects and activities; may provide process and subject matter advice at senior levels
• Works independently as the technical lead and guide others within area of expertise
• Identifies and leads problem resolution for complex issues at all levels
• Portfolio construction and implementation – works with portfolio managers to implement portfolio and trade construction on multiple platforms
• Portfolio / Trading Analysis – works with portfolio managers and analysts to evaluate portfolio risks and factor exposure. Produce and evaluate transaction cost analysis.
• Portfolio monitoring, including cash levels and positions across portfolios and risk in portfolios relative to benchmarks and model accounts
• Enhances current processes, monitoring and reporting
• Liaises with external third-party managers as required
• Runs and evaluates custom daily reports to monitor risk and holdings across strategies.
• Completes ad hoc projects for portfolio managers and analysts.
• Reviews and provides comments on reports received from asset managers
• Assists in reviewing information for accuracy, with a deep understanding of prevailing market conditions
• Assists to build, maintain and analyze investment models using the appropriate software applications

• Bachelor’s Degree required; CFA / CFA candidate a plus
• 4+ years of related work experience preferred
• In‑depth knowledge / expertise in own domain / field of specialty and working knowledge of broader related areas
• Demonstrated ability to integrate the broader organizational context into advice and solutions within own area
• Understands the industry, competition and the factors that differentiate the organization
• Experience with international and global portfolio management a plus

• Domestic Travel – Occasional
• International Travel – Never
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds – Occasional
• Sitting – Continuous
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Never
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Never
• Crawling – Never
• Climbing – Never
• Reaching overhead – Never
• Reaching forward – Occasional
• Pushing – Never
• Pulling – Never
• Twisting – Never
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous

TD is one…