Associate, Portfolio Research
Work Location:
Hong Kong, Hong Kong
Hours:
40
Line of Business:
TD Wealth
Pay Details:
We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.
Job Description:
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 December 31, 2024, TDAM and its affiliates manage over $459 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net 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 TD Asset Management Fundamental Equities team is a performance-oriented group managing long-only Canadian, US, International and global equity portfolios for institutional, high net worth and retail clients. The team follows a disciplined investment process combining fundamental due diligence and detailed empirical/quantitative research and risk management to produce superior investment results.
Job Description
To support the firm's continued growth, there exists an opportunity for an Associate within the Public Equities team to be based in Hong Kong. Reporting to a Co-Lead of the Fundamental Equities Research team, the Associate will work directly with the investment team, collaborating with fundamental and quantitative analysts to support decision making by portfolio managers..
Key Responsibilities
- Conducting in-depth financial analysis on companies and industries to identify investment opportunities suitable for TDAM portfolios.
- Developing and presenting investment ideas through written reports and presentations to investment and client-facing teams.
- Owning a sector by maintaining thorough and consistent research coverage, including proposing new investment ideas and recommending portfolio exits.
- Building and maintaining relationships with company management and industry counterparties to strengthen research insights and support investment decision-making.
- Attending industry conferences and seminars to gather insights and stay current on market trends.
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Job Requirements
- A passion towards public equity markets, supported by a personal and/or professional track record of investment research, market engagement, or portfolio involvement.
- Ability to work independently with no supervision towards clear objectives with ambiguous waypoints.
- Exceptional analytical and modeling capabilities, underpinned by intellectual curiosity and a passion for uncovering investment insights.
- Ability to work under pressure on time-sensitive and sometimes unpredictable developments.
- Comfortable managing relationships and prioritizing demanding workloads with numerous portfolio manager stakeholders.
- Ability to distill and convey complex financial and fundamental information to a generalist audience.
- We welcome applicants with up to five years of experience in capital markets.
Educational Requirements
- Undergraduate/Graduate degree in Engineering/Finance/Mathematics/Economics/Accounting/MBA or related fields is preferred.
- CFA designation or working towards a CFA designation.
- Excellent communication skills in English and Mandarin
Who We Are
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary and several other key plans such as health and well-being benefits, including medical coverage, paid time off, career development, and reward and recognition programs.
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
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.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion