Investment Manager Research Analyst

Advance your career with TD Wealth as a Senior Investment Research Analyst in Toronto, Ontario. This role focuses on evaluating investment strategies, conducting due diligence, and shaping investment recommendations.

The Investment Manager Research (IMR) team at TD Wealth seeks a skilled analyst to monitor and assess various investment vehicles. You will contribute to maintaining Preferred Lists for mutual funds, ETFs, and separately managed accounts, while developing insights and supporting internal research efforts. This role emphasizes rigorous analysis of portfolio characteristics and industry trends.

Key Responsibilities:

• Conduct ongoing monitoring of assigned investment strategies

• Evaluate managers based on process, performance, and fees

• Analyze portfolio risk exposures and benchmark performance

• Develop independent investment views and Preferred List contributions

• Prepare detailed reports and communication for stakeholders

Requirements:

• Experience with investment managers and strategies

• Knowledge of ETF structures and portfolio analysis

• Strong intellectual curiosity and judgment

• Ability to analyze incomplete information effectively

• Proven track record in research documentation

Deliver analytical insights and informed recommendations with TD Wealth as a vital asset in investment strategy evaluations.