Market Intelligence - Montréal, Canada - TD Bank

TD Bank

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

TD Description
Stay current and competitive. Carve out a career for yourself. Grow with us.

Department Overview

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of March 31, 2023, TDAM and its affiliates manage over $421 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as highnet worth clients and retail mutual funds.
In attaining this client commitment, TDAM has built one of Canada's largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.
The
Accountabilities:

Research & Sales Support

Conduct comprehensive analysis on institutional entities (pension plans, insurance companies, endowments and foundations) to understand plan objectives, investment strategies, and asset allocation.
Produce competitor intelligence reports to evaluate a competitor's market position and present insights.
Support sales objectives in a businesstobusiness setting by developing prospect lists utilizing quantitative and qualitative screening.
Prepare product research across asset classes; assembling and synthesizing product specific data such as total assets, key product characteristics, investment strategy/philosophies & investor interest / activity.
Conduct market research by theme or segment to size the market potential, identify trends and key participants.
Respond to requests from internal partners in an efficient and professional manner.
Contribute to the development of tools, automation, and processes to fulfill requests with a high degree of quality and accuracy.

Data Analytics

Utilize external and internal datasets alongside Excel to consolidate and cleanse data for analysis using formulas, functions, and pivot tables.
Conduct business intelligence analysis and provide insights / success metrics to support decisionmaking by senior leadership, including the development of dashboards on sales and client servicing efforts.
Complete investment performance analysis / competitive positioning reporting by developing a group of comparable investment strategies, determining the appropriate performance, efficiency, and risk metrics, assembling the necessary charts / data tables and deriving insights.
Create Salesforce reports to assess client and prospect characteristics and segmentation.
Prepare and present analysis findings and insights using PowerPoint or other data visualization methods.

- #LI-Hybrid
Job Requirements

Enrolment in, or completion of, the Chartered Financial Analyst designation is an asset
Experience with an Institutional Asset Management firm or an Investment Consultant firm is preferred
Knowledge of capital markets and asset management business
Knowledge of the pension industry is an asset
Proficiency with Microsoft Excel, Word, and PowerPoint
Advanced Excel skills are strongly preferred
Experience with Salesforce CRM and/or eVestment is an asset
Experience in completing primary research, market research or competitive intelligence reports
Experience with data visualization
Strong collaboration and relationshipmanagement skills, including ability to manage relationships across a broad team, and with key internal stakeholders
Comfortable collaborating with team members in multiple locations
Demonstrated ability to take initiative, employ critical thinking/problem solving skills and deal with ambiguity when required.
Excellent verbal and written communication skills
Must be resultsoriented, have exceptional time management/organizational skills and strong attention to detail
A desire to continuously learn and improve, particularly related to the asset management industry and investment knowledge
Basic to intermediate statistics knowledge considered an asset

Additional Information

This position requires proficiency in a language other than French to support customers, employees or markets located outside of the province of Quebec or who require services in a language other than French.

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

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