Portfolio Manager & Investment Strategist NY

Position: Portfolio Manager & Investment Strategist - New York, NY
Location: New York

## Portfolio Manager & Investment Strategist - New York, NYApplyremote type:
On Site locations:
New York, New York:
Marlton, New Jersey time type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
July 17, 2026 (7 days left to apply) job requisition :
R 1499169
*
* Work Location:

** New York, New York, United States of America
*
* Hours:

** 40
* * Pay Details:**$97,240 - $145,600 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  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.
** Line of Business:
** TD Wealth
*
* Job Description:

** The U.S. Wealth Chief Investment Office ("CIO") is responsible for the development of TD Wealth U.S. market outlook, asset allocation positioning recommendations, portfolio management of U.S. Wealth's Home Office Portfolios and investment strategy research. The primary purpose of this role is the design, development and management of multi-asset portfolios for TD Wealth U.S. investment platforms, and the development and ongoing management of a robust investment research and analytical platform that requires an assessment of asset allocation, asset classes, and individual strategies and products that provide direct inputs for TD Wealth U.S. portfolios and models.
** Depth & Scope:
*** Supports day-to-day oversight of all TD Wealth firm discretionary portfolios and recommended investment solutions across U.S. Wealth platforms
* Supports the implementation and trading of tactical asset allocation changes within discretionary portfolios
* Conducts asset class research and fund coverage to inform portfolio construction and strategic positioning
* Partners with Senior Portfolio Managers to conduct quarterly portfolio reviews, including performance measurement and attribution, to ensure portfolios are meeting stated objectives
* Delivers and supports presentations on portfolio performance, asset allocation changes, and outcomes at TD Wealth investment oversight and governance committees
* Provides field support for investment portfolios, serving as a key point of contact for investment advisors, relationship managers, and other stakeholders. This includes explaining portfolio construction, performance drivers, and the rationale for tactical and strategic investment decisions
* Contributes to the development and design of investment solutions across all U.S. Wealth platforms
* Leads and supports investment research and due diligence for mutual funds, ETFs, Separately Managed Wrap (SMAs), UMA models, and alternative investments held in U.S. Wealth portfolios, ensuring strategies align with portfolio objectives, risk profiles, and client needs including in-depth quantitative and qualitative analysis of underlying investment strategies
* Provides research leadership and guidance on fund selection, affiliate managers, and mandates to investment advisors, relationship managers, and internal stakeholders
* Leads the affiliate investment manager research and due diligence function for investment strategies and mandates available on U.S. Wealth platforms
* Produces performance attribution analysis and commentary for individual funds, mandates, and portfolio exposures
* Owns relationships with research vendors and application providers to continuously enhance the research function and the tools available internally to the CIO team and externally to advisors and relationship managers
* Develops, articulates and communicates TD U.S. Wealth’s investment strategy and investment outlook for internal and external audiences
* Contributes to thought leadership initiatives, including market reviews, investment…